A diagnostic that produces a prioritized plan and quick wins — so you stop guessing and start fixing.
A structured audit that produces a prioritized remediation plan — so your data, automation, and reporting stop fighting each other.
Duplicates, property sprawl, required fields, naming standards, and values that break segmentation.
Stages, handoffs, definitions, and ownership rules that match how you actually sell and serve.
Overwrites, conflicts, enrollment logic, branching, and governance so automation is reliable.
Forms, hidden fields, lead source logic, and routing rules that don’t leak or mis-assign.
Definitions, pipeline hygiene, attribution assumptions, and what’s required for trustworthy dashboards.
Where data comes from, where it breaks, and how to prevent drift over time.