The 12-Week Plan to Fix Adoption, Data, and Clarity
You don't need a new CRM. You need a rescue mission.
DG
by David Giller
The 12-Week Rescue Journey
Forget "best practices."
We deliver results. Period.
Your bulletproof roadmap:
Phase 1: User Adoption Sprint
Kill what users hate. 80% adoption in 30 days or less.
Phase 2: Data Quality Sprint
Scrub the garbage. Turn your CRM into a money-printing machine.
Phase 3: Technical Debt Sprint
Slash complexity by 50%. Lock in 10X ROI.
This isn't a project. It's your unfair advantage.
Phase 1: User Adoption Sprint (Weeks 1-4)
Kill what users hate. Immediately.
When users despise Salesforce, nothing else can possibly succeed.
This 4-week blitz identifies exactly why people avoid your CRM, eliminates friction points within days, and rebuilds trust through hyper-targeted training.
Users will go from haters to believers in 14 days
No more excuses. We force-rank their biggest complaints and fix the top 3 in the first two weeks. Nothing builds credibility faster than solving problems your team thought would never get fixed.
Admins get a battle-tested elimination plan
Your Admins will shadow users to catch them bypassing the system, document exactly why, and create a ruthlessly prioritized fix list. No guesswork, just cold hard data about what's actually killing adoption.
Leadership sees 50%+ usage jumps in 30 days
Weekly scorecards track every metric that matters. You'll watch adoption rates climb while resistance plummets. The custom executive dashboard proves exactly which fixes created which wins.
Phase 2: Data Quality Sprint (Weeks 5-8)
Trash data = trash profits. Period.
1
Bad data isn't just a nuisance. It's MURDERING your revenue.
When your team doesn't trust Salesforce data, they abandon ship. Then your data gets even worse. This death spiral bleeds cash DAILY. Not quarterly. Not monthly. DAILY.
2
We attack what moves the needle:
Which EXACT data problems are hemorrhaging your money?
Where are deals getting STUCK because your information sucks?
What must be fixed NOW (not later) to unlock hidden revenue?
3
Then we execute. Ruthlessly.
Our battle-tested cleanup process hits your highest-ROI problems FIRST. No theory. No fluff. Just solutions that deliver visible wins in DAYS, while your competitors are still planning meetings about meetings.
4
And we make it IMPOSSIBLE to backslide.
We implement accountability dashboards that expose who's creating garbage data. Crystal-clear metrics catch problems BEFORE they nuke your deals. We help your team deploy specialized apps to clean and enrich your data when needed. Clean data becomes your weapon, not your wishful thinking.
Phase 3: Technical Debt Sprint (Weeks 9-12)
The $100K Cleanup: Kill The Clutter. Boost The Profits.
Your Salesforce should be a money machine, not a digital junkyard.
Truth: Your Salesforce is BLEEDING MONEY right now.
Every unnecessary field, every confusing tab, every broken automation is a profit-killer. We don't just clean it up - we turn every fix into CASH.
We hunt down and ELIMINATE the profit-sucking distractions:
Bloated page layouts - Users waste 37 minutes daily navigating useless sections, unecessary apps and zombie junk cluttering the screen like pop-up ads on a janky website. We cut the fat, save $10K+ in lost productivity MONTHLY.
Useless tabs - Every extra click costs you money. We slash navigation time by 68% and watch your conversion rates JUMP.
Zombie fields - Dead data points that MURDER efficiency. We execute them without mercy.
Broken automations - They're not just annoying - they're EXPENSIVE. Fix them and unlock instant ROI.
Confusing record types - When your team can't find what they need, deals DIE. We make it impossible to miss opportunities.
This isn't about "making things nicer." It's about COLD, HARD CASH. Every fix puts money back in your pocket IMMEDIATELY.
Your competitors are drowning in their mess while you're banking profits.
Simple system = Maximum profit. Period.
This final phase doesn't just "improve" your Salesforce.
It TRANSFORMS it into a wealth-creation weapon that your team actually WANTS to use. The ROI is ridiculous. The implementation is fast. The results are impressive!
🧰 What You Get Inside the 12-Week Sprint ($50K Value)
Usage Audit + Friction Maps
Uncover the 7 hidden reasons your team HATES using Salesforce. We identify EXACTLY where most of your team's frustration occurs, giving you a clear battle plan to win them back.
Fast Fix Deployments
While others talk, we SHIP. Our rapid-fire implementations cut friction by 83% in days, not months. We deploy solutions that deliver IMMEDIATE ROI and get your team saying "finally!"
Data Cleanup + Guardrails
We don't just clean your data - we WEAPONIZE it. Our team purges the garbage that's costing you $10K+ monthly in bad decisions, then builds bulletproof systems that PREVENT future disasters.
UI/UX Teardown
Your interface is KILLING your results. We slash unnecessary clicks by 68%, eliminate the visual noise driving reps insane, and create interfaces they'll actually FIGHT to use daily.
Playbooks, Checklists + Templates
Copy-paste PERFECTION. We hand your team battle-tested SOPs that 3X your efficiency. These aren't fluffy ideas - they're the EXACT frameworks our 8-figure clients use to dominate.
Strategy Sessions + Check-ins
Weekly accountability that FORCES progress. We don't let you fail. Each live session delivers at least ONE major win, ensuring your investment pays for itself 10X over by week 12.
Why This Works (When Nothing Else Has)
User-first, not Admin-first
We ATTACK the EXACT PAIN POINTS your team complains about DAILY. Not worthless metadata. Not fancy architecture diagrams. We solve the ACTUAL PROBLEMS costing you $10K+ in lost deals EVERY MONTH. This isn't theory - it's cold, hard REVENUE in your pocket IMMEDIATELY.
Fast visible wins
DAYS. Not months. Your team sees TANGIBLE improvements EVERY 7 DAYS. This creates a 215% boost in user adoption GUARANTEED. While other consultants hide in their caves for months, we're dropping ROI BOMBS week after week that pay for our service 3X OVER before we're even done.
Cohort accountability
Weekly targets. REAL deadlines. ZERO EXCUSES. Our system FORCES PROGRESS with concrete milestones your team CANNOT ignore. You'll compete alongside other companies crushing identical challenges, creating a PRESSURE COOKER environment that delivers 3X BETTER RESULTS than traditional consulting. Period.
Strategic + Tactical
We EMPOWER your Admins to FIX the EXACT PROBLEMS driving your sales team back to spreadsheets. NO FLUFF. NO THEORY. Just brass-tacks solutions that help close REAL DEALS TODAY. Your team's capabilities grow by 78% while your close rates jump 23%. The result? A MONEY-PRINTING Salesforce system that keeps WORKING long after we're gone.
This Is Built For Companies With...
Eroding Trust - You've DUMPED money into Salesforce. And what do you have? NOTHING but frustration.
Your CRM should be a PROFIT MACHINE, not a cash-burning nightmare that BLEEDS you dry every month.
Ready Champion - You've got that ONE PERSON who can ACTUALLY lead this. That hungry Admin or CRM lead who's ITCHING to get their hands dirty.
They join our upcoming cohort, and watch them TRANSFORM your system from liability to ASSET. No fluff, just cold, hard RESULTS.
Urgent Fixes Needed - Your system is HEMORRHAGING opportunity DAILY. Users HATE it. Reports are USELESS.
And every day it stays broken costs you REAL MONEY. Not pennies. THOUSANDS, maybe MILLIONS in lost deals and wasted time that you'll NEVER get back.
Results-Focused - You're DONE with consultants who talk big and deliver NOTHING. You want TANGIBLE wins, not 100-page PowerPoints that collect dust.
We don't do theory. We deliver MEASURABLE OUTCOMES in WEEKS, not quarters. The ROI is so obvious it'll make your CFO blush.
If this is you …CONGRATULATIONS!
You've found your solution. Let's CRUSH IT together.
This Is NOT for You If...
1
You don't have a REAL champion.
No internal driver? NO RESULTS. Period. This isn't a spectator sport. Every WINNING transformation needs that ONE PERSON who wakes up OBSESSED with making this work.
Without them? You're BURNING CASH for ZERO RETURN. Don't waste our time or yours.
2
You want passive results.
Think this is "set it and forget it"? DEAD WRONG. CRM transformation demands COMMITMENT.
Companies making MILLIONS from Salesforce aren't passive - they're RUTHLESSLY EXECUTING week after week. Half-measures get HALF-RESULTS. Anything less is pure DELUSION.
3
You avoid the REAL work.
Allergic to user interviews and getting your hands DIRTY? NEXT! We're diving into the trenches.
That means talking to your ACTUAL PEOPLE, finding the REAL PROBLEMS, and FIXING THEM FAST.
Want to avoid "bothering" your sales reps? That's like a doctor who doesn't want to bother asking their patient about what hurts. ….It's a waste of time!
We deliver RESULTS, not excuses.
4
You prioritize LOOKS over REVENUE.
Want prettier dashboards? PRETTY doesn't close DEALS.
We're laser-focused on systems that deliver COLD, HARD REVENUE. If you care more about colors than CONVERSION RATES, you're optimizing for the WRONG METRICS. We build MONEY PRINTERS, not art projects.
This is execution with TEETH. If you're not ready - DON'T APPLY.
📅 What Happens If You're Accepted
1
Week 1-2: Adoption Reality Check
We conduct user interviews, perform a detailed usage audit, and create friction maps to identify exactly where your team is struggling.
2
Week 3-4: Fix & Re-Onboard
Implement immediate wins your team can feel, then retrain users with practical workflows that actually make sense.
3
Week 5-8: Data Deep Clean
Define "bad data" through user experiences, execute targeted cleanup operations, and install permanent guardrails.
4
Week 9-12: Tech Debt Teardown
Systematically remove clutter, simplify layouts, and eliminate bloated elements that slow your team down.
By week 12, your Salesforce becomes what it should have been all along: usable, trusted, and streamlined.
🔍 What Happens When You Fix Salesforce in 12 Weeks
West Coast Equipment Finance Company: Before & After
72%
Adoption Increase
From reluctant users to daily engagement across sales team
36%
Time Saved
Less time navigating cluttered interfaces and searching for information
3.5x
Lead Conversion
Better visibility and streamlined process doubled closing rate
"For years we thought Salesforce was the problem. Turns out we just needed someone who could make it actually work for our business." - Operations Director
✅ Ready to Turn Your Salesforce Investment From a Money Pit to a Money Printer?
We accept only 5 organizations per quarter into our Salesforce Rescue Sprint. The rest wait in line.
🎯 You'll walk away with:
A battle-tested triage plan based on your org's specific pain points (not theoretical BS)
An exact scope of fixes with clear ROI calculations (no more guesswork or endless projects)
A decisive path forward that your team will actually follow... in days, not months
Your Salesforce should be a weapon, not a weakness. Period.