Quotes, orders and invoices leaking between systems? We fix that in the tools you already run.
For manufacturers, distributors, contractors and multi-location service firms. We clean up the CRM, connect it to your ERP or accounting system, and write down who owns what, so it stays fixed.
Founder-led: Gage Staruch scopes, reviews and stands behind every engagement.
30 minutes. No pitch deck. Gage replies within 2 business days.
Does this sound like your business?
- Quotes go out. Nobody follows up for days.
- Won work gets re-typed into another system by hand.
- The same customer is in the CRM three times.
- The forecast comes from calling around, not a report.
Recognize two or more? That's money leaking every week. It's fixable.
Is it safe to turn on AI in a messy CRM?
No. AI doesn't clean up your data. It acts on it, faster.
A customer listed three times gets emailed three times. A lost deal still marked "Proposal" gets chased. Fix the data, rules and handoffs first. Then turn it on.
What does a clean pipeline actually look like?
Same deals, two ways. Most deal sheets look like the first one.
Before: the deal sheet
| Company | Status | Owner |
|---|---|---|
| Example Supply Co. | SENT | Jen? |
| example supply co | sent | jen |
| Sample Mechanical | demo done | (ask Mike) |
| Demo Builders | Won | blank |
| Placeholder Partners | blank | blank |
Duplicates, blank owners, statuses that mean different things to different people.
After: one source of truth
| Company | Stage | Owner |
|---|---|---|
| Example Supply Co. | Proposal | JR |
| Sample Mechanical | Discovery | MK |
| Demo Builders | Lost: price | DR |
| Placeholder Partners | New lead | JR |
One record per customer, clear stage rules, an owner and a dated next step on every deal.
Illustration only. Company names are made up. Not a client result.
How do we fix a revenue system?
We look at the whole system, from first call to paid invoice, then build whatever fixes it. Four steps, same order every time.
Map It
We trace how a lead becomes a quote, a job and an invoice: every system, handoff and person. We settle which system owns the customer, the order and the invoice.
Find the Leaks
Duplicates, blank fields, undefined stages, re-typed work, broken integrations. Each leak gets ranked by cost and risk.
Fix It
We build the fix: a CRM cleanup, an integration, a custom tool, or new rules for who can change what. Built in your systems so it stays fixed after we leave.
Prove It in the Numbers
Reports on follow-up time, handoff time and quote-to-invoice time. Automation or AI goes on only when the numbers hold, in a small scope first.
What does the audit look for?
The leaks that keep good operators from growing.
Every quote gets an owner and a dated follow-up the day it goes out.
Won work is entered once. Nobody re-types it.
Where work or cash stalls between lead, quote, job and invoice.
One record per customer, owned by one system.
Every open deal has an owner, a clear stage and a next step with a date.
Flagged ahead of time, not the week they lapse.
Past customers get a check-in on a schedule.
Only after the foundation is clean. Small scope, measured.
What does an audit report look like?
Illustrative sample. Not a client. No real data.- Process map. Lead to invoice, every system and handoff.
- System-of-record table. Which system owns what, and where they conflict.
- Gap list. Each leak, its risk, the fix and a priority.
- AI-readiness call per use case. For example: "AI follow-up emails: not yet. Merge duplicates first."
- Ranked fix plan and a recorded video walkthrough.
| Leak (example) | Where | Risk if AI is on | Fix | Priority |
|---|---|---|---|---|
| Quotes with no follow-up date | CRM | AI has nothing to act on, or guesses | Required next-step date on every quote | Fix first |
| Duplicate customer records | CRM and ERP | Same customer contacted twice | Merge, then set one owner system | Fix first |
| Won jobs re-typed into ERP | Sales to ops handoff | Order data drifts from the deal | One-way sync on close | Fix next |
Illustrative sample only. Rows show the format of the report, not findings from any client.
Our no-commission policy
We don't resell software or take referral fees or commissions from any platform we recommend. If that ever changes, we'll tell you in writing first.
Fixed prices, agreed up front
No hourly meter and no surprise line items. See pricing.
Who is behind Desert West Digital?
Founder-led: Gage Staruch scopes, reviews and stands behind every engagement.
Gage Staruch, Founder
Started in sales as an account executive. Carried a quota. Knows what it's like to work a pipeline you don't trust and fill out a CRM that gives you nothing back.
Builds the systems revenue teams run on: pipelines, forecasting, lead routing, reporting, and the handoff from sales to operations to billing.
The belief behind the firm: most CRM problems aren't software problems. They're data and process problems wearing a software costume. AI makes that more true, not less. The operators who get real value from AI will be the ones who fixed the boring foundation first.
Based in Maricopa, Arizona. Working with companies across the US.
Gage Staruch scopes, reviews and stands behind every engagement. No account managers in between.
The fix gets built in your tools, not left in a slide deck.
Systems salespeople will actually use.
No reseller deals, no referral fees. In writing.
Quotes, bids, jobs, reorders, branches and invoices come first.
We work in the CRM and ERP you already have. We sell clean data and solid process, not AI software.
Is this a fit for your business?
The audit and retainers below are sized for traditional operators doing $10M to $100M. Smaller, owner-run businesses are welcome too, with fixed-price setups and free tools listed further down.
Good fit
- Traditional operators doing roughly $10M to $100M in revenue
- Manufacturers, distributors, contractors and trades, multi-location service businesses, professional services firms
- A CRM and an ERP or accounting system that don't agree, or a deal sheet nobody trusts
- Being pitched AI tools and want to turn them on without chaos
- Want a fixed price and a founder accountable for the work
Probably not the audit for you
- Teams looking for a large agency or a bench of specialists
- Anyone who wants AI turned on this week, data or no data
What does it cost?
A $3,500 fixed-price audit to start. Then, if you want help building the fix, a month-to-month retainer at $2,000 or $3,500 a month.
Revenue Systems Audit
- A process map: how leads, quotes, orders, jobs and invoices move through your CRM, ERP and revenue systems today
- A data model review: which system owns the customer, the order and the invoice, and where they conflict
- A gap list: duplicates, blank fields, undefined stages, missing next steps, broken integrations, manual re-typing
- An AI-readiness assessment: what's safe to automate now, what isn't, and why
- A ranked fix plan, by cost and risk
- A written report plus a recorded video walkthrough
About 2 to 3 weeks, delivered async. The full $3,500 audit fee is credited toward your retainer if you start within 30 days of delivery. It can be spread across your first three months. Unused credit has no cash value and ends if the retainer is cancelled.
Book a free fit callUp to 10 hours a month
For teams with a clear fix list who need steady progress.
- CRM cleanup and duplicate merges
- Stage rules and required fields
- Reports and dashboards
- Small integrations
- Keeping the data clean month after month
Up to 20 hours a month
For bigger rebuilds.
- Data model redesign
- CRM-to-ERP or accounting integration
- Governance rules and permissions
- A controlled rollout of automation or AI once the data is ready
Terms for both retainers
- Month-to-month. Cancel with 30 days' notice.
- Async by default. Requests by email or a shared board.
- Recorded video walkthroughs for every significant change.
- No useless standing meetings. Calls when needed, in the evening (Arizona time).
- Work scoped and approved before it starts.
- We take no more than two retainer clients at a time.
What you won't get
- Hourly billing or an open clock
- Change orders or surprise line items
- A 40-page deck that sits on a shelf
- Account managers between you and the founder
- A software license we get paid to sell you
Want to check your own systems first?
We built these so you can see where revenue leaks before you talk to anyone. They're free, and none of them needs an account.
Map your CRM, ERP, estimating, phone and billing tools against each stage from first call to paid invoice. See gaps, overlaps and costs.
Map which system owns what, and get a short list of first fixes.
Nine plain questions on follow-up, handoffs, invoicing, reporting and repeat business. See where revenue leaks.
Six questions about missed calls, quote follow-up, unpaid invoices and reviews. You get a dollar estimate from your own numbers and one fix to start with.
Run a smaller shop?
We work with owner-run businesses too. The audit and retainers above are sized for $10M to $100M operators, so for smaller teams we have fixed-price setups and do-it-yourself kits for missed calls, quote follow-up, reviews and unpaid invoices. No calls and no contracts. See small business help.
Straight answers.
What's the difference between fractional RevOps and a full-time hire?
A full-time hire is one person on payroll, with recruiting, salary, benefits and ramp time. Fractional RevOps gets you senior work on your systems for a fixed monthly fee, without the hire. You can scale up, scale down or stop with 30 days' notice. If you truly need someone 40 hours a week, hire full time. We'll tell you if that's the case.
Why can't I just turn on the AI tools in my current CRM?
You can. They'll work from whatever is in there. If your CRM has duplicates, undefined stages, blank owners and no dated next steps, the AI will email the wrong people, chase dead deals and forecast numbers that aren't real. It just does it faster. Clean the data and set the rules first. Then AI has something worth acting on.
What does the audit actually look for?
The leaks that hold operators back from growing. Quotes with no fast follow-up. Gaps in the handoff between sales and operations. Work that stalls between the order and the invoice. Duplicate or ownerless customer records. Deals with no dated next step. Renewals and reorders nobody tracks. No system for repeat customers and referrals. And whether your data is clean enough to put AI on top of it yet.
What happens after the audit?
You get the written report and a recorded walkthrough. Then it's your call. Fix it yourself, hand it to your team, or bring us on a retainer to build it. No pressure, no obligation. The audit is useful on its own.
Do you resell software or take commissions?
No. Desert West Digital does not resell software, take referral fees or accept commissions from any platform it recommends. If we recommend a tool, it's because it fits. Most of the time the answer is to fix what you already have.
Do I need Agentforce or Breeze to work with you?
No. The audit is tool-neutral. Plenty of businesses get real value from clean data and simple automation before they touch AI at all. If you do roll out an AI tool, the work makes sure it has clean data to run on.
Which systems do you work with?
Whatever CRM, ERP and accounting systems you already run. We don't make you switch platforms. Your ERP, estimating or accounting system stays where it is. Our job is to make it and your CRM agree on which system owns the customer, the order and the invoice.
Who is Desert West Digital a fit for?
Traditional operators doing roughly $10M to $100M in revenue: manufacturers, distributors, contractors and trades, multi-location service businesses and professional services firms. Smaller, owner-run businesses have their own path: free tools and fixed-price setups and kits.
Who leads the work?
Desert West Digital is founder-led. Gage Staruch scopes, reviews and stands behind every engagement. No account managers between you and the founder. Every significant change comes with a recorded video walkthrough.
Do you work with companies outside Arizona?
Yes. Desert West Digital is based in Maricopa, Arizona, and works with companies across the US. The work is remote and async.
Fix the foundation. Then turn it on.
Tell us what's broken. A few lines is plenty. Gage replies within 2 business days.