We build the sales operation.
You run it.
A two-week engagement for consumer finance teams that want a modern outreach stack — designed, integrated, and installed by someone who has run one.
Book a free 30-minute consultation arrow_forwardWhat this is
Most sales operations are built reactively. You add a dialer here, a texting tool there, string them together with Zapier, and hope nothing breaks. Eventually, you end up with a stack that barely works, drops leads, and frustrates your team.
The Audit replaces this fragmented approach. Over two weeks, we analyze your current flow, design a bespoke architecture tailored to your compliance and scale requirements, and physically install the new system. We hand you the keys to a clean, integrated machine.
Who this is for
Standing up a new operation
You're launching a new division or business and want the technical infrastructure built correctly from day one, avoiding technical debt.
Current setup slowing down
Your current CRM and dialer feel clunky. Reps spend too much time logging calls instead of making them, and reporting is a nightmare.
Scaling processes failing
What worked for 3 reps is breaking with 10. You need standardized processes, strict compliance guardrails, and automated cadences.
Individual closers & boutique teams
You're a solo closer or a lean agency that wants enterprise-quality communication infrastructure — without the overhead of building it yourself.
What's included
Discovery, Audit & Architecture
We map your current processes, identify bottlenecks, document compliance requirements and tech stack constraints, then design the ideal data flow and select the right tools for your specific needs.
Build, Integrate, Train & Handoff
We physically install the tools, configure the CRM, wire everything together with robust integrations, stress-test the system, and train your team on the new machine — documentation included.
What you get at the end
Optimized CRM
A clean, customized CRM instance tailored to your specific sales stages and data requirements.
Integrated Dialer
A compliant, high-volume dialing solution integrated directly with your CRM for seamless call logging.
Automated Texting
SMS workflows designed with A2P 10DLC compliance in mind, triggered by specific sales actions.
Branded Email
Properly authenticated email infrastructure (DMARC, DKIM, SPF) with standardized HTML templates.
Documentation
A comprehensive technical runbook detailing every workflow, integration, and configuration in your stack.
Team Training
Recorded training sessions for your management and reps to ensure high adoption of the new tools.
What it costs
Full 2-week engagement. Includes discovery, architecture, installation, and training.
Strictly limited to 3 engagements per quarter.
Discovery Call
A deep-dive strategy session to outline your needs before committing to the full install.
Audit Only
We map your architecture and hand you the blueprint. You do the installation.
Why this exists
I built this offering because I was tired of watching great sales teams struggle with terrible tools. Consumer finance is a demanding industry; your reps should be focused on closing deals, not fighting their CRM.
Most agencies will sell you a bloated software package you don't need, or a generic template that doesn't fit your compliance requirements. We don't do that. We build lean, efficient machines designed specifically for the realities of modern outreach.
— Henry Silva
Founder & CEO, Validova
Frequently asked questions
Do you provide the software licenses? expand_more
No, you will own and pay for all software licenses directly. We act as independent consultants to recommend and install the best tools for your needs.
How much of our team's time is required? expand_more
We require about 3–5 hours from your key stakeholders in Week 1 for discovery and architecture review, and a few hours in Week 2 for training and handoff. We handle the heavy lifting in between.
Do you offer ongoing support? expand_more
Yes, we offer monthly retainer packages for ongoing system maintenance and iteration, available exclusively to clients who have completed the installation.
What if we already have a CRM we like? expand_more
Perfect. We can audit your current CRM setup, clean up the data structure, and integrate new tools around your existing foundation.
Do you guarantee compliance? expand_more
While we build systems with standard TCPA and industry compliance frameworks in mind, we are not a law firm. You are responsible for final legal review of your outreach practices.
Can we expedite the 2-week timeline? expand_more
Generally, no. The 2-week timeline is designed to ensure thorough testing and avoid rushing critical infrastructure decisions.