Your CRM Is Supposed to Make Selling Easier. So Why Does It Feel Like a Second Job?

Leads come in. Then they disappear into email, spreadsheets, DMs, and voicemail. No one owns them. Follow-up is inconsistent. And you're losing deals you should be winning. That's not a people problem. That's a systems problem.

Normally $1,500 • Complimentary while building case studies

Here's What's Actually Happening

Most businesses don't have a lead generation problem. They have a lead management problem. Your CRMwhether it's Salesforce, GoHighLevel, Keap, or (please stop) a spreadsheetisn't the issue. The issue is how work moves through it. Or more accurately: how work doesn't move through it.

Why This Keeps Happening

I've been doing this for 27 years. Hundreds of CRM implementations. Salesforce, GHL, Keapyou name it. And here's what I've learned: Most CRMs are set up to capture leads. Not manage them. So leads come in, land somewhere, and then... nothing.

  • No clear owner
  • No consistent follow-up
  • No visibility into what's actually happening
  • No way to know what's working and what's broken

You end up with a $200/month software subscription that's basically a fancy filing cabinet.

#StopUsingSpreadsheets

If you're still tracking leads in Excel or Google Sheets, we need to talk. Not because I'm judging you.

Because spreadsheets are where deals go to die.

They don't remind you to follow up. They don't show you where leads get stuck. They don't scale. And they sure as hell don't help you close more business. If this is you, the CRM Triage starts with getting you out of spreadsheet hell and into a system that actually works.

What a CRM Triage Actually Does

This isn't a sales call. It's a diagnostic.

We spend about an hour together, and I:

  • Map your current lead flow — where leads come in, where they go, where they get stuck
  • Identify the leaks — the 2-3 places you're losing deals (and revenue)
  • Show you what to fix first — a clear, prioritized plan you can act on this week

You walk away with:

  • A visual map of your current system
  • The top breakdowns costing you money
  • A blueprint to fix it (yourself or with help)

No obligation. No pitch. Just clarity.

Who This Is For

This works best if you're:

  • A small business owner, entrepreneur, or sales leader
  • Generating leads but losing them in follow-up
  • Using a CRM that feels more like a burden than a tool
  • Ready to stop guessing and start knowing what's broken

This is NOT for you if:

  • You don't have leads coming in yet (fix that first)
  • You're looking for someone to "just set it up for you" without understanding it
  • You're not willing to act on what we find

Here's What's Possible

Watch this video to understand what a CRM Triage can create.

What happens next:

  • Pick a time that works for you
  • You'll get a short prep form (5 minutes max)
  • We meet for about an hour
  • You leave with a clear plan

Investment: Normally $1,500 | Right now: Complimentary (while I'm building case studies)

Prefer to talk first? Call or text: 404-738-8625

Sales And Technology Consultants, LLC

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