Hub-and-spoke systems built on your CRM
Most automated businesses I audit have skipped architecture entirely. They've automated steps but not thinking, and they have no visibility when something breaks. The result: spaghetti integrations, mystery failures, and a stack that breaks every time you grow.
We design systems before we build them. One canonical source of truth — usually your CRM — and every other tool as a spoke that reads from or writes to it.
Two ways to engage
Most clients start with the $2,500 Audit + Roadmap — a standalone, one-time engagement. We review your stack, deliver an architecture diagram, and hand over a prioritized roadmap. No upsell pressure. You can take that document anywhere, hire whoever you want to do the work.
The other path is the ongoing retainer. CRM Operations covers admin, cleanup, and 5 hours per month of improvement work — best for businesses with a healthy CRM that needs steady maintenance. Architecture Partner is for businesses where the data layer is the business — schema ownership, 10 hrs/mo of dev, and a reporting layer we maintain.
What we deliver
- Schema design & modeling — your data structured to support the questions you actually ask
- Hub-and-spoke architecture — one place to debug, one place to add new tools, integrations that don't multiply combinatorially
- Query & index optimization — when reports take 8 seconds, that's a database problem
- CRM build & cleanup — Keap, HubSpot, Monday.com, Salesforce, GoHighLevel
The CEDAR method
When we take on architecture work, we walk through five questions in order: Capture (where does data enter?), Enrich (what context does it need?), Decide (what determines what happens next?), Act (what tools execute?), Report (how do you know it worked?). Most stacks I audit skip Decide and Report entirely. That's where the failures hide.