Step 1 of 2 · CRM Audit & Report

Let's find out what's actually going on.

This takes about three minutes. Answer what you can — if something doesn't apply, skip it. We'll use it to set up your read-only CRM Audit before we start.

Business name Website URL Best email Best phone (optional) What CRM or system are you using? What's going wrong? (check all that apply)

Leads falling through the cracks Duplicate or messy contact records Automations or follow-ups that stopped working Website and CRM not talking to each other Not sure — just know something's off Other

Anything else we should know?

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We'll follow up to confirm your $297 CRM Audit & Report, set up read-only access, and deliver your report card in 3–5 business days. Your $297 is credited toward your fix if you move forward within 30 days.

Ready to go now? Pay for your $297 CRM Audit & Report →
We'll reach out to set up your read-only access right after.

Got it — your audit request is in! ✓

We'll follow up to confirm your $297 CRM Audit & Report, set up read-only access, and deliver your report card in 3–5 business days.

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🔒 The audit is 100% read-only — we never change, merge, or delete a record

Mark Stiles — Founder, The AI Guyz

TheAIGuyz.com is a service-based practice we run using AI tools for speed, efficiency, and cost savings on CRM and website rebuild work. A real team reviews every finding and every fix. No system runs unsupervised on the platforms we're working inside.

This form is used to scope your CRM Audit & Report. It does not constitute legal, tax, financial, insurance, accounting, or other licensed professional advice. See our full FAQ for how we handle AI, data, and every finding we deliver.