Smittinn Consulting

CRM audits, source-of-truth workflows, and responsible AI

Build the revenue engine your tech company actually needs.

Smittinn Consulting helps startups and modern teams audit messy CRM, sales, and marketing workflows, then turn the findings into clear follow-up systems, useful automation, and practical implementation paths.

Start a CRM Audit Book a Strategy Call

Built for operators

Modern sales and marketing support for teams that need more than templates.

Startup team mapping customer journey and growth systems.

AI is only useful when it is grounded in accurate data, clear ownership, and a trusted source of truth. Smittinn helps you decide what to automate, what to keep human, and how to build CRM workflows that keep customer communication ethical, traceable, and useful.

20+
years business development experience
AI
responsible, source-grounded workflows
CRM
custom systems and training

CRM Growth Use Cases

Why auditing the system first leads to better growth

Use Case 01

Turn scattered pipeline data into a reliable growth map

A CRM audit checks whether stages, lead sources, ownership, and follow-up rules match how the team actually sells. Clean pipeline data makes reporting, forecasting, and next-step decisions more trustworthy.

ROI
Nucleus Research found CRM returns can average $8.71 for every dollar spent.
Audit
Find duplicate records, unclear fields, broken stages, and reports nobody trusts.
Growth
Prioritize leads and deals based on verified data instead of gut feel.
Source: Nucleus Research

Use Case 02

Build a custom CRM around the work your team repeats

Custom CRM systems work best when they remove friction from repeated actions: lead intake, assignment, reminders, customer notes, dashboards, and handoffs between sales, marketing, and service.

Flow
Standardize the few fields and stages that drive real decisions.
Speed
Give reps one place to see tasks, context, and follow-up priorities.
Scale
Turn the audit roadmap into RetainSimply setup, training, and adoption.
Source: Oracle CRM ROI overview

Use Case 03

Make AI safer by grounding it in source-of-truth data

AI can only help sales and marketing when the CRM data underneath it is accurate, current, and complete. The audit defines what AI can use, what needs human review, and which data should stay out.

Truth
Clean contact, company, deal, and activity data before automating decisions.
Guardrails
Define what AI may draft, summarize, score, or recommend.
Trust
Keep customer communication traceable, reviewed, and tied to real CRM context.
Source: HubSpot data quality guidance

What We Do

Sales and marketing systems built around trusted data

CRM Audit

Find broken stages, messy data, weak follow-up, reporting gaps, and the source-of-truth issues blocking growth.

Responsible AI Strategy

Decide where AI belongs, what data it can trust, and where human review should stay in the workflow.

Sales & Marketing Training

Train founders, reps, and operators on prospecting, messaging, follow-up, CRM habits, and ethical AI-assisted execution.

Revenue Ops Automation

Build repeatable routing, reminders, customer communication, reporting, and marketing follow-up workflows.

CRM Audit

Find the leaks before you build the system.

Most CRM problems are really process, follow-up, reporting, or adoption problems. Smittinn audits the way leads and customers move through your business, then maps what should be fixed, automated, trained, or built.

  • Lead, deal, customer, and task flow review
  • Sales stages, follow-up gaps, and adoption blockers
  • Marketing and event lead capture workflow audit
  • Dashboard, reporting, and automation recommendations
  • Optional RetainSimply implementation path after the audit
Start a CRM Audit
Qualified Pipeline$128K
Follow-ups Due14
New Leads37

Packages

Start with the audit, then build what matters

Lead Offer

CRM Audit

$950

A focused review of your CRM, sales workflow, lead sources, follow-up process, reporting gaps, automation opportunities, and team adoption blockers.

Audit to-dos

  • Review current CRM fields, stages, and reports
  • Trace how new leads enter and get assigned
  • CRM and pipeline workflow review
  • Lead capture, follow-up, and reporting gap map
  • RetainSimply-ready implementation roadmap
Start My Audit

Buildout

Revenue System Buildout

$2,500+

For teams ready to act on the audit with better pipeline visibility, follow-up, campaign execution, and sales enablement.

  • CRM and pipeline workflow design
  • Sales and marketing automation plan
  • Messaging, follow-up, and training assets
  • Two implementation sessions
Build My System

RetainSimply Path

CRM Implementation

Custom

For teams that need the audit recommendations turned into a working CRM system, including a possible RetainSimply setup.

  • CRM requirements and workflow mapping
  • Custom dashboards and user views
  • Lead, deal, customer, and task modules
  • Launch training and documentation
Scope My CRM

How It Works

A practical path from scattered tools to a trained growth system

Technology team capturing leads at a startup conference.
1

Diagnose

We review your offer, current tools, CRM, sales flow, marketing activity, AI usage, source-of-truth gaps, and where prospects stall.

2

Build

We create the workflows, CRM structure, automations, messaging, campaign assets, and training materials.

3

Activate

Your team launches with clearer next steps, practical AI guardrails, better customer touchpoints, and a system they understand.

Book Services

Tell us what you want to modernize.

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Client Experience