
🇬🇧 CRM / Automation Audit with Action Plan A structured audit session to identify what is broken, unclear or under-optimized in your CRM, ERP or automation setup. We review your current process, tools, workflows, data structure and pain points. The goal is to turn a messy operational situation into a clear diagnosis and a realistic action plan. Included: - discovery and audit workshop - review of your current process and tools - identification of risks, blockers and quick wins - recommendations on workflows, data, automation and architecture - written action plan after the session 🇫🇷 Audit CRM / Automation avec plan d’action Un audit structuré pour identifier ce qui bloque, ce qui est flou ou ce qui est sous-optimisé dans votre CRM, ERP ou système d’automatisation. Nous passons en revue vos processus, outils, workflows, données et irritants opérationnels. L’objectif est de transformer une situation confuse en diagnostic clair et en plan d’action réaliste. Inclus : - atelier
2 hours
estimated duration
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Bordeaux, Nouvelle-Aquitaine, FR
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