Three systems, three different problems. Written the way I'd walk a peer through the decisions — including the parts that are still in progress.
01
Problem. Cleanfix — my own small business — was running customer and job data across three disconnected spreadsheets and a CRM nobody trusted. Mileage wasn’t tracked, job status lived in someone’s memory, and no report reflected reality.
Approach.
Where it stands. The rebuild is live. Revenue-impact numbers aren’t in yet — the metric I’m watching is time-to-invoice, and I’ll publish it once there’s a full quarter of data behind it.
02
Problem. Inbound leads were scored on form-fill fields alone — title and company size — which routed a lot of noise to sales and buried the leads worth a same-day call.
Approach.
Where it stands. Live and routing leads; I’m still tuning score thresholds against real outcome data rather than calling it finished.
03
Problem. Prospecting lists are cheap to generate and expensive to enrich well — most teams either enrich everything (and pay for it) or enrich nothing (and lose the value).
Approach.
Where it stands. Functional end-to-end; cost/quality gating thresholds are still being tuned per source.
Tell me what's broken in your pipeline and I'll tell you honestly whether it's a two-week audit or a longer build.
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