The JRG Group CRM Readiness Assessment

For teams ready to turn a plan into a roadmap.

What we deliver

• Facilitated current‑state review of process, data, and systems

• Target‑state pipeline, lead flow, and data‑governance baseline

• Prioritized, phased roadmap plus fixed‑fee build quote

Who it’s for

• GTM teams stuck between strategy and execution

• Ops leaders needing a clear, accountable implementation plan

• SaaS vendors and customers aligning processes, data, and tooling

Why it works (short and quirky)

• We cut through the “that’s how we’ve always done it” fog

• We map exactly where data moves, where it breaks, and who owns it

• We turn amorphous ambitions into timeboxed, costed deliverables

What you get

• A one‑page executive summary to sell the project internally

• A detailed, prioritized roadmap with phases, milestones, and owners

• A baseline data‑governance model so leads don’t vanish into the void

• A fixed‑fee quote for the build phase — no surprise invoices, just results

How we run it

• Rapid workshops with cross‑functional stakeholders

• Evidence‑driven analysis of processes and systems

• Clear decision points and a single accountable owner per outcome

Next step Book a short alignment call and we’ll scope a 2–4 week review that produces your roadmap and fixed‑fee build estimate.