No standing meetings. No 40-page deck. Fixes you can see.
The same four steps every time, built in your systems, with progress you can check on your schedule.
Why do most CRM fixes fall apart?
Because nobody wrote down who owns what. A cleanup without rules gets messy again in a few months. We fix the data and the rules together.
What are the four steps?
Map, Find, Fix, Prove. Same order every time.
- Map: how work moves today. We look at your systems and a sample of real records: inquiries, quotes, bids, won jobs, invoices and renewals. The goal is the real picture, not the one in the process doc.
- Find: the leaks. Where quotes go quiet, where nobody owns the next step, where work gets re-typed by hand. Each leak is ranked by cost and effort.
- Fix: process, systems, ownership. On a retainer, we build the fixes: follow-up reminders, handoffs, routing, approvals and reports. Each one comes with written rules for who can change what.
- Prove: numbers you can check. Every fix ties to a report, so you can see it worked without taking our word for it.
The audit covers Map and Find and lays out the Fix. A retainer is where Fix and Prove happen.
How does the work run day to day?
Async. You send requests, and we send back progress you can watch.
- Requests by email or a shared board. Each one is logged, sized and worked in order.
- Recorded walkthroughs. Every finding and every significant change comes with a short video you can share.
- Evening calls (Arizona time), only when needed. Core includes one a month, Plus two.
- Two retainer clients at most. The hours you pay for are hours we can actually give.
How long does it take?
The audit takes about 2 to 3 weeks. Retainers are month to month.
- Audit: starts once we have CRM access and a few sample records. It ends with a written report, a ranked fix plan and a recorded walkthrough.
- Retainer: Core or Plus, month to month, with 30 days' notice to stop.
Audit credit: 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.
Straight answers.
How does Desert West Digital work?
We use the same four steps every time: Map how work moves, Find the leaks, Fix them in your systems, and Prove it worked in your reports.
Do I need to be on calls?
Not often. Most work is async by email or a shared board, and calls happen in the evening (Arizona time) only when needed.
How long does the audit take?
About 2 to 3 weeks once we have system access and a few sample records.