Build a sustainable Sales & Marketing System

We not only want to improve the marketing that goes out, we want to improve the processes you use to create and manage that marketing going forward so that you understand how it impacts your ability to:

  • engage prospects
  • generate quality leads
  • close more sales

Process & cm-effortless-processesSystems Audit

We interview key team members to gain an appreciation for the work that they do and how they do it. Then we review current processes and procedures to find potential bottlenecks and duplicate efforts.


We use what we learn to map the sales and marketing process and design workflows to follow so that everyone knows who needs to do what, when, and what to do if something goes wrong.


Ultimately, we work to determine the sales and marketing processes you need to execute an effective long-term marketing program, then streamline and automate the components for maximum effectiveness.