We help you choose the right tool, vet the vendors, and build systems your team actually uses. ClickUp, Zoho, Attio, Close.com, and more.
CRM implementation · ClickUp consulting · Zoho CRM setup · Workflow mapping · Vendor risk assessment · Tool audits
We map how your work actually moves before touching a platform. Most people build around the tool. That's backwards.
CompTIA Security+ certified. We check uptime, security posture, SOC 2 status, and support benchmarks before you sign anything.
Every implementation includes a one-page risk report your lawyer or investor can forward without questions.
We build for adoption, not aesthetics. Your team leaves knowing what to do every day. That's when the tool actually gets used.
Every implementation includes a Security+ certified vendor risk review. Most consultants skip this step. We don't.
Clean, professional report ready to forward to your lawyer, investor, or board.
If we find issues, you'll know about them before you're locked into a contract.
This comes with every implementation. Not as an add-on. Not as a premium tier.
Your team won't use the CRM you already pay for.
ClickUp or Zoho feels messy and overwhelming.
You're juggling tools that don't talk to each other.
You're growing too fast for your current systems.
Your workflows break at every handoff.
Reporting is unreliable or nonexistent.
Everyone works differently because nothing is documented.
You bought a tool and instantly regretted it.
You don't know which CRM to choose next.
Numbers you can trust.
New hires know what to do.
No more "which spreadsheet?"
Automations that actually help.
Everyone knows who owns what.
Grows with you, not against you.
A CRM they actually use.
Less rework. Less friction.
Whether you need a quick audit or a full GTM stack, there's a way to work together.
Not sure if you're using the right tools? Or using them right?
One-time assessment
You picked a tool. Now you need it set up so your team uses it.
Based on complexity
Don't know what tool to pick? We research, vet, and implement.
Full service
Pre-configured packages for teams ready to move fast.
CRM + Project Management, fully synced and talking to each other.
One-time implementation
CRM + PM + Sales Dialer. Everything your revenue team needs.
Complete go-to-market setup
Ongoing optimization, support, and quarterly risk reviews.
Monthly retainer
For teams who don't know where to start. We map your process, find bottlenecks, define the future state, match it to the right tool.
$1,500 to $3,000
For teams who tried ClickUp and it spiraled. Workspace cleanup, automation rebuilds, status fixes, migration from other tools.
$2,000 to $6,000
CRM, Books, Projects, Analytics. All connected. Integrations with whatever else you're running.
$3,000 to $10,000
Sales-focused CRM with predictive dialer, SMS, and email sequences. Built for teams that actually pick up the phone.
$2,500 to $6,000
We're not loyal to any platform. If ClickUp isn't right, we'll tell you.
Real third-party risk methodology. Not just Googling reviews.
We map how work moves, then build the system to match.
No judgment. We fix chaos every week.
No jargon. No fluff. Just answers.
Risk reports, process docs, training materials. All included.
Verified Consultant
Years of experience. Automations, dashboards, relationships. Been in this tool since before everyone needed help.
Certified Partner
Most underpriced stack on the market. CRM, Books, Projects, Analytics. All connected.
Early Adopter
Modern CRM built like a database. Flexible objects, custom relationships. Where ClickUp was 5 years ago.
Sales-Focused
Built for outbound. Predictive dialer, SMS, email sequences. For teams that actually make calls.
Docs + Workflows
Docs, wikis, databases. Powerful when set up right. A mess when it's not.
Always Watching
Rillet, Day.ai, others in beta. The best tools aren't the popular ones. They're the ones about to be.
Not the tool. Not the features. The workflow.
Walk through one task start to finish. Who owns it. What triggers handoffs.
Uptime, security, support response. Security+ certified risk assessment.
Configure the platform to match how you work. Statuses that mean something.
Real training. People leave knowing what to do today.
Questions come up. We're around. That's when adoption sticks.
Real implementations. Real results. Actual feedback from operators who needed systems that work.
We attempted ClickUp implementation twice internally. Jon's workflow discovery uncovered operational dependencies our team hadn't articulated. The final system is actually being used—a first for us.
The tool audit identified $9,600 in annual redundant subscriptions. More importantly, it forced us to document what our workflows actually required versus what vendors promised.
Onboarding took two weeks, not three months. Jon didn't waste time with discovery calls that go nowhere. He asked specific questions, got our answers, and built exactly what we needed.
Most consultants overcomplicate things to justify their fees. Jon did the opposite—simplified our tech stack from seven tools to three, and everything actually works together now.
The ClickUp cleanup service was eye-opening. We had 200+ spaces, half of them abandoned. Jon archived the dead weight and restructured what remained. Team productivity jumped 35% in month one.
We needed someone who could bridge the gap between our sales team and delivery. The Attio + ClickUp setup Jon built means everyone sees the same customer data. No more "wait, what did sales promise?"
Support doesn't feel like support—it feels like having someone on the team. Quick responses, no ticket system runaround, just actual help when we need it.
The training sessions were practical, not theoretical. Jon showed our team how to do their actual work in the new system, not how to use features they'd never touch.
We attempted ClickUp implementation twice internally. Jon's workflow discovery uncovered operational dependencies our team hadn't articulated. The final system is actually being used—a first for us.
The tool audit identified $9,600 in annual redundant subscriptions. More importantly, it forced us to document what our workflows actually required versus what vendors promised.
Onboarding took two weeks, not three months. Jon didn't waste time with discovery calls that go nowhere. He asked specific questions, got our answers, and built exactly what we needed.
Most consultants overcomplicate things to justify their fees. Jon did the opposite—simplified our tech stack from seven tools to three, and everything actually works together now.
The ClickUp cleanup service was eye-opening. We had 200+ spaces, half of them abandoned. Jon archived the dead weight and restructured what remained. Team productivity jumped 35% in month one.
We needed someone who could bridge the gap between our sales team and delivery. The Attio + ClickUp setup Jon built means everyone sees the same customer data. No more "wait, what did sales promise?"
Support doesn't feel like support—it feels like having someone on the team. Quick responses, no ticket system runaround, just actual help when we need it.
The training sessions were practical, not theoretical. Jon showed our team how to do their actual work in the new system, not how to use features they'd never touch.
The vendor risk assessment prevented a catastrophic decision. We were 48 hours from signing with a CRM that had undisclosed security incidents. Jon's Security+ background showed up here.
Close.com integration eliminated three manual handoffs. First week: 42% increase in call volume, 28% reduction in data entry time. Measurable impact on pipeline velocity.
No fluff, no upselling. The $500 audit told us exactly what was broken and how to fix it. We implemented half the recommendations ourselves and hired Jon for the complex stuff.
The migration from Salesforce to Zoho was cleaner than our last internal software update. Jon documented every field mapping, validated data integrity, trained the team. Zero surprises.
Iteratum's retained growth package means we're not stuck when we need changes. No procurement process, no new SOW, just Slack Jon and it's done. Worth every dollar.
Finally have a single source of truth. The ClickUp + Attio sync means sales and delivery see the same data. No more version control issues or "check the other system" nonsense.
The workflow mapping session was worth the implementation cost alone. Jon diagrammed our entire sales process and found bottlenecks we didn't know existed. Cut our sales cycle by 18 days.
Jon doesn't just set up software—he questions whether you even need it. Talked us out of a $15K/year tool we were about to buy. That honesty earned our business for everything else.
The vendor risk assessment prevented a catastrophic decision. We were 48 hours from signing with a CRM that had undisclosed security incidents. Jon's Security+ background showed up here.
Close.com integration eliminated three manual handoffs. First week: 42% increase in call volume, 28% reduction in data entry time. Measurable impact on pipeline velocity.
No fluff, no upselling. The $500 audit told us exactly what was broken and how to fix it. We implemented half the recommendations ourselves and hired Jon for the complex stuff.
The migration from Salesforce to Zoho was cleaner than our last internal software update. Jon documented every field mapping, validated data integrity, trained the team. Zero surprises.
Iteratum's retained growth package means we're not stuck when we need changes. No procurement process, no new SOW, just Slack Jon and it's done. Worth every dollar.
Finally have a single source of truth. The ClickUp + Attio sync means sales and delivery see the same data. No more version control issues or "check the other system" nonsense.
The workflow mapping session was worth the implementation cost alone. Jon diagrammed our entire sales process and found bottlenecks we didn't know existed. Cut our sales cycle by 18 days.
Jon doesn't just set up software—he questions whether you even need it. Talked us out of a $15K/year tool we were about to buy. That honesty earned our business for everything else.
Retired the client tracking spreadsheet after eight years. The Zoho implementation mapped to our actual lifecycle instead of forcing us into vendor "best practices." Team adoption was immediate.
The Security+ cert isn't marketing. Jon caught API permission scope issues in our Notion workspace that our dev team missed during initial setup. That security attention matters.
We needed someone who understood both the technology and how businesses actually operate. The Attio setup reflects how we work, not how the software wants us to work.
Other consultants gave us 40-page implementation plans. Jon gave us a 2-page action list and had us live in 10 days. Lean onboarding isn't a buzzword—it's how he actually works.
The documentation Jon provided isn't gathering dust. It's our actual operating manual. When we onboard new team members, they reference it daily. That's rare for consultant deliverables.
Integrations actually work. ClickUp updates trigger Slack notifications, Attio syncs to our accounting system, Close.com feeds the pipeline dashboard. No manual data pushing between systems.
Jon's follow-up is what separates him from other consultants. Three months post-launch, he checked in, identified a workflow issue we'd adapted to, and fixed it. Didn't charge extra.
The Quick Bridge package delivered exactly what it promised. Attio and ClickUp talking to each other, clean data flow, team trained. Two weeks from kickoff to go-live. No scope creep, no surprises.
Retired the client tracking spreadsheet after eight years. The Zoho implementation mapped to our actual lifecycle instead of forcing us into vendor "best practices." Team adoption was immediate.
The Security+ cert isn't marketing. Jon caught API permission scope issues in our Notion workspace that our dev team missed during initial setup. That security attention matters.
We needed someone who understood both the technology and how businesses actually operate. The Attio setup reflects how we work, not how the software wants us to work.
Other consultants gave us 40-page implementation plans. Jon gave us a 2-page action list and had us live in 10 days. Lean onboarding isn't a buzzword—it's how he actually works.
The documentation Jon provided isn't gathering dust. It's our actual operating manual. When we onboard new team members, they reference it daily. That's rare for consultant deliverables.
Integrations actually work. ClickUp updates trigger Slack notifications, Attio syncs to our accounting system, Close.com feeds the pipeline dashboard. No manual data pushing between systems.
Jon's follow-up is what separates him from other consultants. Three months post-launch, he checked in, identified a workflow issue we'd adapted to, and fixed it. Didn't charge extra.
The Quick Bridge package delivered exactly what it promised. Attio and ClickUp talking to each other, clean data flow, team trained. Two weeks from kickoff to go-live. No scope creep, no surprises.
CompTIA Security+ is a globally recognized cybersecurity certification. It covers risk management, third-party vendor assessment, security controls, and compliance. For you, it means we follow actual methodology when evaluating software vendors instead of just reading G2 reviews. Your investor or compliance team will recognize the credential.
Depends on how you work. Zoho is underpriced and powerful for all-in-one. Attio is great for flexibility. Close.com if you're making calls. ClickUp if you need PM + CRM together. We help you figure out which fits.
Most projects take 2 to 6 weeks. Simple ClickUp setup might be 2 weeks. Full GTM Stack is closer to 6. We'll give you a realistic timeline on the first call.
12-month uptime and incident history, security posture and SOC 2 status, support response benchmarks, and executive team background checks from public sources. One page, clean format, ready to forward.
Yes. We've migrated teams from Asana, Monday, Salesforce, HubSpot, spreadsheets, and homegrown systems. Data migration is part of the setup.
Every implementation includes training. Real sessions where your team learns and asks questions. People leave knowing how to use the system.
That's the $500 Tool Audit. 90 minutes, written report, actionable recommendations. Good starting point if you're not sure what you need.
Quick Bridge is Attio + ClickUp synced together. Full GTM adds Close.com with the predictive dialer for outbound sales. If your team makes calls, go Full GTM. If not, Quick Bridge is plenty.
30-minute call. No pitch deck. Just questions about how your work moves and what's getting in the way.