Engineering, architecture, legal, consulting and insurance firms close on relationships but lose track of where they stand. I build the CRM discipline that scales without losing the personal touch.
Professional services firms sell expertise, and the sale rarely fits a standard CRM template. Cycles run long, several partners or principals touch the same client, and the best work often comes from referrals and repeat clients.
Proposals end up in inboxes, referral sources go uncredited, and the forecast is a list of names someone keeps in their head. When a key person is out, the pipeline goes with them.
I work with professional services companies doing roughly $10M to $100M a year. Most run Salesforce or HubSpot, or are about to. Some are still on spreadsheets, and that's fine too.
Every engagement starts with the $3,500 CRM & Revenue Systems Audit. It shows where work and money leak, what it's costing you and what to fix first. From there, a monthly retainer is where the fixes get built, in the Salesforce, HubSpot or other systems you already use.
See services & pricing →Most clients start with the audit. If you already know what needs fixing, we can talk about starting with a retainer. You approve the number before any work starts.
Fixed price. About 2 to 3 weeks. I trace how work moves from first inquiry to paid invoice and show you where it leaks, what it's costing you and what to fix first.
Up to 10 hours a month of hands-on fixes in your systems, done async. Month to month.
Up to 20 hours a month for bigger builds and steadier change. Month to month.
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. Anyone who booked or was quoted before Oct 4, 2026 keeps the terms they were shown. Limited availability: I take on no more than two retainer clients at a time.
Start with the $3,500 fixed-price CRM & Revenue Systems Audit. After that, the Core ($2,000/mo) and Plus ($3,500/mo) retainers are optional and month to month.
Download the one-pager (PDF) →I started in sales, then spent years in-house building and fixing the systems that sales, service and finance teams depend on: who follows up and when, how won work gets handed off, how deals get approved and how leadership gets its numbers. Salesforce and HubSpot are where most of that work happened, but the job was always the business process, not the software.
I still lead revenue operations in-house full time. That's why Desert West Digital is async and capped at two retainer clients.
More about Gage →Other industries I work with: Manufacturing & Distribution · Construction & Trades · Multi-Location Services
A 30-minute fit call, scheduled in the evening (Arizona time). You'll get an honest read either way.
Book a fit call →Drop your name and email. I'll reach out within 2 business days.
