You’ve got the CRM. Maybe it’s Dubsado. Maybe it’s HoneyBook. You know it could be helping you save time and impress clients… but right now, it just feels like another thing you’re not using to its full potential.

Leads fall through the cracks. Follow-ups get missed. Automations exist but don’t do what you hoped. The client journey? Kind of all over the place.

That’s where a CRM Audit comes in.
This isn’t just a walkthrough — it’s a deep dive into what’s working, what’s clunky, and what’s downright costing you time, money, and peace of mind.


CRM Audit for Creative Entrepreneurs

Let’s Clean Up the Chaos and Make Your Client Experience Actually Work for You

$450 USD

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Sound Familiar?

That's where I come in with my CRM Audit, we'll identify holes in your client experience and CRM setup so you can make changes with confidence 

You’re manually sending the same emails again and again

Clients ghost after they inquire because there’s no wow-factor in your process

You started building workflows but never finished (or they feel messy)

You’re not sure if your forms, schedulers, or emails even make sense together

You're losing leads because your CRM isn't working as hard as it should

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What’s Included in Your CRM Audit:

Whether you’re using Dubsado, HoneyBook, or another CRM, I’ll roll up my sleeves and evaluate your entire client experience through the lens of strategy, automation, and ease — for both you and your clients.

Here's what I’ll look at:

✅ Lead Capture Forms – Are they helping or hurting conversions?
✅ Scheduler Setup – Do they support your boundaries and book the right calls?
✅ Email Templates – Are they doing the heavy lifting or creating confusion?
✅ Workflows & Automations – Are they smart, efficient, and error-free?
✅ Proposals, Contracts, and Invoices – Do they reflect your brand and build trust?
✅ Client Journey – Does your process feel smooth and intentional from start to finish?

You’ll get a detailed report with insights + action steps to clean things up, fill the gaps, and create a more polished, stress-free system.

  • You set up your CRM a while ago and haven’t touched it since
  • You DIY’ed it and aren’t sure if you did it “right”
  • You’ve outgrown your current workflows and want a system that scales
  • You’re ready to optimize your CRM instead of scrapping it and starting over
  • You want to work less, wow your clients, and book more — without burnout

Perfect For You If...

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Your CRM isn’t just a tool — it’s your client experience engine.
When it runs smoothly, it gives you time back, keeps leads from slipping through the cracks, and helps you show up like the pro you are (without manually touching every single step).

Think of a CRM Audit like tuning up your systems. We’ll uncover where things are falling flat — and how to fix them fast.


Why a CRM Audit Matters

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What You’ll Walk Away With:

  • A clear picture of what’s working and what’s not
  • Customized recommendations (not generic advice!)
  • Easy-to-follow action steps to streamline your CRM
  • Options to implement the fixes yourself — or hire me to do it for you

I'll review your entire CRM from top to bottom. Find everything that's working and make a list of the things that need improvement so you can create an incredible client experience and save time doing it.

I'll start reviewing your system to identify all the good stuff annnd the not so good stuff

Click the button below, grab your spot and I'll send over a quick questionnaire so you can outline your current client experience and share access to your CRM.

Book Your Audit & complete your intake form

How My CRM Client Experience Audit Works

You'll get a detailed breakdown of everything I found during my audit of your entire CRM system. I'll make recommendations for things you can do to streamline, elevate and crush your client experience.

get your personalized client experience audit report

Take your report and start implementing today to see results ASAP or you can book additional support so you can be hands off.

start implementing with confidence

— Katie Monroe

“I can’t believe I ever did all of this manually…”

“I feel like my little creative entrepreneur world is about to be blown... I’m so grateful!”

What my clients are saying:

Book a Client Experience CRM Audit

ready to get more out of your crm?

Let’s take the guesswork out of your systems and build a smoother, smarter client experience.
Click below to book your CRM Audit and finally feel confident that your backend is set up to support your business goals.

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