RSM Consulting
Get in touch
Confirmed

Your call is booked.

A confirmation with the calendar invite and video link is on its way to your inbox. Here's exactly what happens next — and the one thing that makes this call worth more than 30 minutes.

What happens next

Three steps, then we're looking at your CRM together

1
Confirmation email

Calendar invite with the video link lands in your inbox right away. Add it to your team if they should join — the call is better with the person who owns the CRM day to day.

within minutes
2
Pre-call audit

With your permission, we can run a structural check of your portal before the call — objects, properties, workflows, data hygiene. We bring what we find, so the call starts with real answers, not a discovery interrogation.

before the call
3
The 30-minute call

We screen-share what the audit found, you tell us what hurts, and you leave with either a written scope and flat-rate quote — or a clear "you actually don't need us yet."

the call itself
Bring this · Who you'll meet

One honest answer beats a perfect agenda

✓
One number you distrust
The report or metric your team quietly stopped believing. That number is usually where the real problem is.
✓
Your top data annoyance
Duplicates, missing fields, the pipeline nobody updates — whatever wastes the most hours weekly.
✓
A question about the future
The thing you want the CRM to do in 12 months. We'll tell you if your current setup can grow into it.
Who you'll meet
Ricardo Martinez
Ricardo Martinez
Founder · 22 years in CRM

No junior handoff, no deck. You'll be talking to the person who will do the work — and the first thing they'll ask is what's actually broken.

Need to reschedule or switch formats?

Use the link in your confirmation email, or grab a new time here — nothing breaks, nothing gets charged.

Open the calendar again →
Get in touch

While you wait

Book a time directly, or send us a note and we will come back to you — usually the same day. Either way you get a real answer about your portal, not a pitch deck.

Book a meeting

Pick a time that suits you. Thirty minutes, no obligation, and we will look at your portal together.

Open the calendar
✓ Free 30-minute discovery call
✓ No obligation, no strings attached
✓ A real answer, not a pitch deck
Scheduling runs on HubSpot Meetings.

Or send an inquiry

Tell us what is going wrong and we will come back with a first read on it.

Send inquiry
Submissions land in our HubSpot CRM — the same portal we would be auditing for you. support@crmbyrsm.com