Plan your next project
Whether you're streamlining operations, improving the client experience or preparing for growth, start with a free CRM assessment from a senior consultant.
Talk to a senior consultant, not a sales rep.
Book time with David Cockrum, Founder & CEO, and Randy Wandell, VP of Professional Services.
FAQ
Most start with a free CRM assessment call. From there we recommend either a fixed-scope package, a paid discovery phase for larger or less defined projects, or ongoing support.
Get your free CRM assessment →Every SOW states what is in scope and out of scope, what you provide, our assumptions, the acceptance criteria for each deliverable, training scope, and an optional post-go-live support block.
Focused HubSpot or Salesforce implementations often take four to eight weeks. Larger implementations with migrations and integrations typically take two to six months. Discovery gives you a firm timeline.
Discovery, design, build in a sandbox, data migration and integration, user acceptance testing, training, go-live, then hypercare and ongoing support. Each phase ends with a deliverable you sign off.
A senior consultant leads your project, supported by specialists for integration, data or AI work where needed. You get a named point of contact throughout.
Yes. Training is scoped in every SOW, with sessions tied to the deliverables, and role-based materials. Additional training can be added at any time.
More resources: CRM & AI glossary · Integration directory · Migration paths · FAQ
One senior-only team, based in Dallas with a practice in Sofia. Each market page covers the local economy, the sectors that drive it and how we apply Salesforce, HubSpot and AI there.
