You will get CRM Cleanup and Optimization
Project details
Tired of a messy CRM slowing down your sales team? I’ll clean up your Salesforce, HubSpot, or GoHighLevel system—fast.
I’m a Fractional Growth Partner who’s led remote sales teams, coached high-performers, and managed over $2.2M in quarterly contracts. I don’t just clean data—I optimize your CRM for real sales results.
This project includes:
✔️ CRM audit + pain point analysis
✔️ Duplicate/contact cleanup
✔️ Smart automations setup
✔️ KPI dashboard
✔️ 1-hour strategy session
You’ll walk away with a lean, automated CRM that your team actually wants to use—plus clearer reports, better lead flow, and fewer bottlenecks. I bring both the tech skills and the sales perspective to build systems that actually support your growth.
Let’s fix your CRM and unlock momentum—book this project and we’ll start with a discovery call.
I’m a Fractional Growth Partner who’s led remote sales teams, coached high-performers, and managed over $2.2M in quarterly contracts. I don’t just clean data—I optimize your CRM for real sales results.
This project includes:
✔️ CRM audit + pain point analysis
✔️ Duplicate/contact cleanup
✔️ Smart automations setup
✔️ KPI dashboard
✔️ 1-hour strategy session
You’ll walk away with a lean, automated CRM that your team actually wants to use—plus clearer reports, better lead flow, and fewer bottlenecks. I bring both the tech skills and the sales perspective to build systems that actually support your growth.
Let’s fix your CRM and unlock momentum—book this project and we’ll start with a discovery call.
Data Entry Type
Data CleansingData Entry Tool
CRM Software, Google Sheets, Microsoft ExcelWhat's included $450
These options are included with the project scope.
$450
- Delivery Time 5 days
- Number of Revisions 1
- Number of Hours of Work 30
Optional add-ons
You can add these on the next page.
Train Team on CRM
(+ 1 Day)
+$100About Shannon
Sales Strategy & Coaching
Blue Ridge, United States - 10:13 am local time
✅ Sales Team Coaching & Performance Management:
I’ve led and mentored inside sales reps, account executives, and retail staff across high-pressure environments. From growing real estate inside sales teams (from 12 agents in 2 markets to 60+ in 6) to managing multimillion-dollar store teams, I focus on bringing structure, clarity, and confidence to your team’s daily work.
✅ Script Development & Call Frameworks:
If your team struggles with what to say—or how to say it—I’ll help you build custom scripts, objection handling guides, and talk tracks that actually convert. My approach emphasizes conversational confidence, not robotic reading.
✅ Sales Process Clarity:
Whether it’s setting up a lead follow-up cadence, building an outbound call rhythm, or defining the steps to move a prospect from “maybe” to “yes,” I help sales teams stay focused, intentional, and consistent.
✅ Experience That Spans Industries:
Scaled inside sales at a major real estate firm
Managed sales & staff for a $6M farm/feed retail operation
Created sales enablement tools for startups, nonprofits, and legal firms
Trained international volunteers on client communication and intake
Built team systems using Google Suite & free tools when needed
Steps for completing your project
After purchasing the project, send requirements so Shannon can start the project.
Delivery time starts when Shannon receives requirements from you.
Shannon works on your project following the steps below.
Revisions may occur after the delivery date.
60 minute Discovery Call
We'll uncover the biggest pain points in your set-up, and discuss your high-level goals. Then we'll agree on a scope and plan.
Magic Time!
I will go to work on our agreed scope, providing 2 updates during the week.