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Operational Support Techy Vibe Business Actual Flow

We design and optimize CRM systems that match how your team actually sells and serves.

From cleanup to rebuilds, we turn messy portals into reliable systems your team can trust.

Start the conversation.

Audit & Diagnosis

Pinpoint the root causes of friction and security gaps.

Optimization & Cleanup

Identify and "release" unnecessary licenses to immediately drop monthly bills.

Workflow Refinement

Transform your messy workflows into a streamlined, professional setup.

Choose the level of support your systems need.

Whether you need a focused audit, hands-on optimization, or an ongoing strategic partner, these services are built to reduce friction and help your business scale with confidence.

Diagnostic Audit

A focused 3-hour working session to assess your current setup, identify friction points, and solve a few high-priority issues in real time.

$1,495 /per audit

Includes:

  • Live screen-share audit of your lead flow and systems
  • A prioritized roadmap of recommended fixes
  • 2–3 immediate quick wins
Book the audit.

System Tune-Up

Best for businesses with existing tools that need better performance. We clean up workflows, improve automation, and align your CRM so your tools support the way your business actually operates.

$2,995/per project

Includes:

  • Workflow Cleanup
  • Integration Sync: Lead sources, calendars, and CRM in perfect sync
  • Data Hygiene: Cleaning contact records and custom field mapping
  • Automated Follow-ups: Top 3 essential email/SMS sequences
Start optimization.

Foundation Build

Best for businesses ready to build a stronger operational backbone.A ground-up systems build designed to support growth, improve lead flow, and create cleaner handoffs across your customer journey.

$5,995/per project

Includes:

  • Full CRM Architecture: Custom build-out of sales and operations pipelines
  • End-to-End Automation: Lead capture → Qualification → Booking → Onboarding
  • Complex Integrations: Deep API/Zapier connections (Slack, Stripe, etc.)
  • Team Training & Documentation
Plan your build.

Light Monthly Support

Best for businesses that need ongoing strategic support.A monthly partnership for teams that want continued guidance, system refinement, and a strategic operator behind the scenes.

$495/per month

Includes:

  • Team training
  • Customized strategy session
  • Light troubleshooting
  • Up to 2.5 hours/month
Start light support.