CRM Audit & Fix Sprint
A two-stage route for understanding why an existing CRM is unreliable and then repairing the agreed configuration instead of rebuilding blindly.
Definition
A two-stage route for understanding why an existing CRM is unreliable and then repairing the agreed configuration instead of rebuilding blindly.
Why it matters to the business
It is designed for existing CRMs with broken workflows, routing, reporting trust, duplicates, stale configuration or other bounded operating symptoms.
How it works
Stage A is a read-only or least-privilege audit that produces prioritized findings and a repair plan. Stage B implements the accepted repair scope and regression-tests it.
Where it appears in real systems
The Audit is $750. The standard Fix totals $2,000 including the credited Audit, leaving $1,250 when proceeding under the standard rule. Maintenance after an implemented Fix is $500/month.
Common failure modes
- The operating problem is broader than the written package boundary.
- Required client access or decisions are unavailable.
- New functionality is added without re-scoping.
Implementation considerations
- Confirm standard-package fit before checkout.
- Keep implementation and maintenance boundaries visible.
- Use acceptance criteria before stabilization.
When it is appropriate
Use the Audit when the system already exists but cannot be trusted; do not use it as a full CRM migration or unlimited rebuild.
When it is not appropriate
Choose another package, discovery or a custom scope when the standard boundary does not fit.
Relationship to BYFORCE
This is the Docs explainer for the CRM Audit & Fix Sprint.
Source basis
- docs/commercial/BYFORCE_PACKAGE_BIBLE.md
- docs/website/BYFORCE_SELF_SERVICE_INTAKE_SPEC_2026-09-23.json