Does running your business ever feel like driving with a muddy windshield?

You can see enough to keep driving but the mess is hindering your ability to be agile and go faster.

That’s where Purple Brook can help…

We are in the business of:

  1. Figuring out exactly what the messy parts are and what’s causing the issue.

  2. Implementing strategies to clean up the mess so you can see better and increase agility.

  3. Providing guidance on how to go faster and farther with automations, workflows and other best practices.

Sometimes this is as simple as creating reports and workflows for your sales and marketing functions if the data is organized.

Other situations may require us to check under the hood and address more foundational performance issues which can take time…

Taking a deeper look under the hood allows us to diagnose and fix common issues that affect visibility such as:

  • Lack of cross-functional communication

  • CRM records with lots of holes

  • Software not talking to each other

  • Highly administrative tasks

  • Data fields with the wrong input type

  • No uniform sales process

These issues, if left undealt with, impact communication, forecasting, learning from history, reporting, efficiency, speed and overall decision-making.

Purple Brook Consulting

Find your starting point.

Every CRM engagement is different. Packages can be combined or sequenced — start where you are.

Windshield
Package 01 · Fastest to launch

Windshield

See clearly. Move faster.

You have data — you just can't see it clearly. The Windshield package delivers custom dashboards so the right people see the right numbers at the right time.

  • Custom dashboards for 1 or more user roles (C-Suite, Sales Leader, Marketing, Rep)
  • KPI selection and report design aligned to your goals
  • Charts, scorecards, pipelines, and activity views
  • Delivered and ready to use — no disruption to current processes
Best for: Teams with a functioning CRM who want better visibility without overhauling their setup. Let's Talk
Tune-Up
Package 02 · Mid-range engagement

Tune-Up

Less manual. More momentum.

Your team is doing work that your CRM should be doing for them. The Tune-Up package audits your workflows and builds automation that keeps your pipeline moving.

  • Audit of current manual processes, handoffs, and data entry
  • Identification of automation and integration opportunities
  • Workflow builds: lead routing, task creation, follow-up sequences
  • Third-party integration setup (email, calendar, marketing tools)
  • Team training on new automated processes
Best for: Teams losing time to repetitive tasks who are ready to let their CRM do the heavy lifting. Let's Talk
Engine
Package 03 · Most comprehensive

Engine

Build it right. Build it once.

If the data going in isn't clean, no dashboard or automation will fix it. Engine starts at the foundation — auditing your CRM, fixing data integrity, and building everything on a system that actually works.

  • Full CRM audit: data quality, field setup, pipeline structure, and process gaps
  • Process redesign for data accuracy, consistency, and team adoption
  • Cleanup and restructuring of existing records and configurations
  • Custom dashboards built once the foundation is solid
  • Automation and workflow implementation on a clean system
  • Ongoing support and iteration as your team grows
Best for: Teams who know something is off — reports don't add up, the CRM isn't being used consistently, or the data can't be trusted. Let's Talk

Not sure where to start? Packages can be mixed, matched, or sequenced. Every engagement starts with a conversation — let's figure it out together.

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