You will get an audit of your current systems and integrations
Top Rated
Project details
The Systems and Integrations Audit is not a surface-level review or a list of generic recommendations. It is a true diagnostic of how your business actually operates across systems, tools, and handoffs.
This project goes beyond asking “what tools do you use?” and instead maps how data, leads, customers, and work move through your organization. I analyze your CRM, integrations, automations, nurturing campaigns, qualifying logic, and ownership handoffs to identify friction, risk, and missed opportunities.
You receive two concrete deliverables. First, a detailed SAE (Systems, Automations, and Engagement) report that documents what is working, what is fragile, and what is holding you back, with clear explanations and prioritization. Second, a visual process map built in draw.io that illustrates your current system architecture end to end, giving you a clear picture of how everything connects today.
What sets this apart is clarity. You walk away with documentation you can use to make confident decisions, brief vendors or internal teams, and plan improvements without guesswork, rework, or overengineering.
This project goes beyond asking “what tools do you use?” and instead maps how data, leads, customers, and work move through your organization. I analyze your CRM, integrations, automations, nurturing campaigns, qualifying logic, and ownership handoffs to identify friction, risk, and missed opportunities.
You receive two concrete deliverables. First, a detailed SAE (Systems, Automations, and Engagement) report that documents what is working, what is fragile, and what is holding you back, with clear explanations and prioritization. Second, a visual process map built in draw.io that illustrates your current system architecture end to end, giving you a clear picture of how everything connects today.
What sets this apart is clarity. You walk away with documentation you can use to make confident decisions, brief vendors or internal teams, and plan improvements without guesswork, rework, or overengineering.
Project Type
Business Consulting, Training & DevelopmentWhat's included $1,000
These options are included with the project scope.
$1,000
- Delivery Time 5 days
- Number of Revisions 0
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$1,500Frequently asked questions
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HM
Hans M.
Apr 21, 2026
HubSpot Solution Architect (Remote)
Great to work with Robert. He was professional, responsive, and very knowledgeable about HubSpot. He delivered quality work and was easy to communicate with throughout the project. I would recommend him without hesitation.
MR
Morgan R.
Jan 14, 2026
CRM Development and Marketing Strategy Consultant for Small Business
Robert was amazing to work with and helped with numerous tasks that impacted the growth of our business. He helped put so many processes in place that were massively beneficial for our revenue.
LG
Leah G.
Jan 8, 2026
Fixed Price Contract for CRM Build
My experience working with Robert was great. He is a very good communicator and truly seems to care about you and your business. It was refreshing to work with an actual person 1-1, with no handoffs or other people being involved. It kept everything smooth and structured. I would
highly recommend Robert for any freelance project. He has broad knowledge and can turn complex challenges into manageable outcomes. I really enjoyed working with him.
highly recommend Robert for any freelance project. He has broad knowledge and can turn complex challenges into manageable outcomes. I really enjoyed working with him.
DN
Dan N.
Jan 7, 2026
HubSpot & Aircall Expert Needed for Data Cleanup and Automation Optimization
Robert is fantastic to work with. He is clear, consistent and nhimble to our needs. I would recoment him to anyone needing support.
MB
Melissa B.
Dec 18, 2025
Leap Roofing Macros
Thank you to Keith for all of his help. He's alleviated so much pressure and stress off our shoulders to help us develop new internal processes. We recommend his work as he is very easy to work with and detail oriented.
About Robert
Business Solutions Architect | Fractional COO / CFO
100%
Job Success
Tempe, United States - 1:26 pm local time
My thing? Helping entrepreneurs and business owners turn ideas into scalable, well-run operations through process improvement, custom CRM builds, system integrations, creative automations, and solid RevOps strategy. I build systems and processes that make your life easier, increase conversions, tighten operations, and support sustainable, long-term growth.
What makes working with me different? I’m not an agency. I work directly with every client myself, one-on-one. I take on only enough clients to fill my schedule and when my calendar is full, I stop accepting new work. You get direct access, fast turnaround, true accountability, and the white-glove support businesses rarely find at an accessible price point. No hand-offs, no junior team members, no inefficiencies. Just focused, expert attention.
What I Can Help With:
Custom CRM builds (HubSpot, GHL, Zoho, Jobber, JobNimbus, Acculynx, Monday and more; even a bit of EHR setup if you’re in the medical space)
Automation & workflow design (save time + reduce manual work)
Systems, Automations & Engagements (SAE) Mapping and Audit Reports
Process Analysis and Improvement (sales, operations, accounting and more)
Pipeline optimization (speed-to-lead, follow-ups, conversions)
Custom go-to-market strategy and lead acquisition framework
Dashboards, reporting, and data cleanup
White glove Tech Support (on-demand systems and integrations troubleshooting)
Fractional COO services (recruiting, project management, departmental organization)
Fractional CFO services (chart of accounts, balance sheet, QBO set up/integration, support for capital raises & early-stage operations)
Here’s the truth: I really just love talking shop. Even if we don’t end up working together, I genuinely enjoy brainstorming and helping business owners find solutions. Sometimes a 15-minute conversation can unlock months of stuck progress.
I’m upfront with my pricing structure and willing to work with budgets, especially for founders who are just getting started. If you’re building something meaningful and need a systems-minded partner who actually cares, I'm your guy.
How I Work:
Hourly or Project Based with full transparency
Fast, focused, and solution-oriented
Use AI to speed up workflows without cutting corners
Always looking for ways to deliver more value than expected
So if this sounds like a good fit, drop me a message any time. I offer a free initial consultation/discovery call and I’d love to hear what you’re working on!
Cheers 🍻,
Robert Keith Landals
Steps for completing your project
After purchasing the project, send requirements so Robert can start the project.
Delivery time starts when Robert receives requirements from you.
Robert works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Intake
We start with a structured intake to understand your business model, goals, current systems, and known pain points. This includes reviewing your CRM, connected tools, integrations, and existing documentation.
System & Integration Review
I audit your CRM, data model, automations, and integrations to understand how leads, customers, and data move across systems. This step focuses on touchpoints, handoffs, qualifying logic, and engagement flows.