A Foundation Build use case · Starting at $4,500 founding-client price
CRM/FSM Utilization Sprint
Most contractor businesses use a fraction of the CRM or field-service software they already pay for. This sprint gets you the rest of it — or confirms you have the wrong tool.
The Problem
What This Sprint Fixes
A system gets bought, partially set up, and partially adopted — some features get used, most do not, and the business ends up paying for capability it never configured and a team that was never trained on it.
- Core features (dispatch, follow-up, reporting, invoicing) purchased but never configured
- Staff using only the parts of the system they happened to learn, workarounds for the rest
- No written pricebook or standard setup, so the software cannot do what it was built for
- Confirms whether the current CRM/FSM actually fits the business, or should be replaced
- No training plan for new hires — every new employee learns the system informally
Who This Is For
Businesses already running ServiceTitan, Jobber, Housecall Pro, FieldEdge, or a comparable CRM/FSM platform, where adoption is partial and the return on the subscription is unclear.
Common signals this is the right sprint:
- You are not sure which features you are paying for but not using
- Different staff use the system differently, with no standard way of working
- Reports get built by hand because the system's reporting is not configured or trusted
- You have wondered whether to switch platforms rather than fix how the current one is used
Deliverables
What You Walk Away With
A full utilization review — what is configured, what is not, what is paid for but unused
Configuration of the highest-value unused features for your specific workflow
A written pricebook or standard setup where none exists
A vendor-neutral recommendation on whether to stay, reconfigure, or switch platforms
A training plan so new hires learn the system the same way, on purpose
Vendor-Neutral. Always.
Richard does not sell software licenses or earn commissions on platform referrals. Delivery happens directly, or with vetted specialists when a project needs expertise or capacity beyond a single operator — never a hand-off to a call center or a junior team.
The Offer
CRM/FSM Utilization Sprint — a Foundation Build use case
Scope is set by what the audit finds — which platform, what is configured today, and where adoption breaks down. That scope is agreed before the sprint starts, at a fixed price.
Foundation Build starts at $4,500 founding-client price for one clearly bounded fix. If the Blueprint finds broader work across the business, it moves into Full or Flagship instead — never forced into Foundation.
Common questions
Price, scope, and what happens next
How much does the CRM/FSM Utilization Sprint cost?
Starting at $4,500 as a Foundation Build use case, founding-client price — scoped and fixed before work starts based on what the Growth & Systems Blueprint finds — which platform, what is configured today, and where adoption breaks down. No hourly billing.
What if the audit finds we should switch platforms entirely?
That is a legitimate outcome and the recommendation stays vendor-neutral either way — no commission is taken on any platform. If switching is the right call, that becomes a separately scoped project rather than this sprint.
Find Out If This Is the Right Fix
The Growth & Systems Blueprint determines what your business actually needs — start with a free strategy call.