Systems Review
Discovery done by hand, inside your systems. We sit with the people who run sales, finance, and operations, work through the records in your CRM and billing system, and trace live deals from first touch to cash.
You get the record, the field, and the handoff that broke, what each one costs you, and the order to repair them in. The order comes from what the same breaks cost in earlier builds.
The 30-minute intro decides whether you need a review and what it would have to cover.
How the Review Is Done
Working sessions
Time with the people who touch the records daily. Sales, finance, and operations walk us through the workarounds they built to keep the month closing.
Record-level inspection
We work inside your actual data. Duplicate accounts, stalled deals, fields nobody fills, invoices that disagree with closed revenue.
End-to-end traces
We follow live deals from first touch through invoice and collection, marking every handoff where ownership or data drops.
Written judgment
The repair order is set by what each break costs you, priced against what the same breaks cost in earlier builds across seven industries.
Every finding cites where it came from. Nothing in the document is generic, and nothing in it was assembled from a template.
What You'll Leave With
- 01Current state documented, with every failing system, integration, and handoff named.
- 02What each break costs: revenue leaking, hours absorbed by manual repair, decisions made on numbers that disagree.
- 03The build order, layer by layer. Yours to keep, and another firm could run it.
Common Questions
How is the review actually done?
Working sessions with the people who touch the records daily, record-level inspection inside your CRM and billing system, and end-to-end traces of live deals from first touch through collection. Every finding cites where it came from.
Do I need the review before working with CWT Studio?
Yes. It scopes the work accurately and prevents the open-ended discovery that runs consulting fees up.
What do I receive at the end?
A written map of your stack, each break and what it costs, and the order to repair them in. Yours to act on with or without us.
Before You Book
What it costs
Scope and fee are set in writing before any work starts. The 30-minute intro carries no fee and no obligation, and the paid review is quoted as a fixed amount once its scope is agreed.
How long it takes
The intro is 30 minutes. The review runs on working sessions with the people who run sales, finance, and operations, and it ends with written findings you keep. Build sequences are quoted with dates attached.
If it is not a fit
The intro ends with a direct answer. When the work belongs somewhere else, or when nothing needs rebuilding yet, we say so on the call and point you to what does apply.