Fill System helps B2B teams find where operations, CRM, data flow, automation, and IT systems are slowing execution.
4-6
Active clients at a time
50-250
Employees · best fit
5+ yrs
Boutique advisory
Diagnostic summary
B2B services firm · ~80 employees
Leads dropping between marketing & sales
4 undocumented handoff points, 2 teams
5 steps → single owner per stage
$180K+
Revenue at risk (est.)
30-day
Cleanup priority
Usually it's the handoffs, ownership, and data flow between teams that slow growth, long before the tools do.
Diagnose the Operating BottleneckHandoffs, approvals, ownership gaps, duplicated work, undocumented workflows.
CRM, RevOps, dashboards, reporting rules, integrations, automation, AI readiness, IT risk.
What you receive
Start free with a primary diagnostic, then move into focused implementation. Every paid engagement starts from the free diagnostic. You only pay once scope is agreed in writing.
Prices update live with team size. The exact sum is set by the free diagnostic.
Start hereA structured first look at where your processes and systems drift apart.
The primary diagnostic is a complimentary fit call: we frame the problem, surface the likely bottlenecks, and tell you whether a paid engagement fits. No obligation. The deeper, documented diagnosis is a separate paid step.
Bring one concrete problem. Leave with a clear, expert answer in 60 minutes.
A focused, paid working session with a senior advisor on one specific decision or problem: CRM, process, automation, or IT. No scoping, no wait: practical direction you can act on the same day.
Go deeper: a documented diagnosis for when you need to be sure before you invest.
For teams that want more certainty before committing budget: a structured, documented diagnosis of your processes, systems, and risks. The full picture the free fit call only points at.
Estimate: $1,400-$1,900 · scope set after the diagnostic
Pick one quick win: a Telegram bot, a landing page, or an email campaign. We build it.
A single, focused build to get a concrete result fast: choose a Telegram bot, a landing page, or an email flow. Scoped small, shipped quickly. A low-risk way to start working together.
Estimate: $1,100-$1,500 · scope set after the diagnostic
See where your data, access, and systems put the business at risk.
A focused review of accounts, access, data handling, and single points of failure, with plain-language findings and a prioritized fix list, scaled to a small company.
Estimate: $2,100-$2,900 · scope set after the diagnostic
Redesign the handoffs, approvals, and ownership that slow a growing team down.
We turn the diagnostic's process map into a working operating model: clarified ownership, documented workflows, and removed duplication, sized for a 25-50-person team, not an enterprise rollout.
Estimate: $3,800-$5,100 · scope set after the diagnostic
Remove the manual, repetitive work, but only where it actually pays off.
Starting from the diagnostic, we automate the workflows with real payback: connecting your tools, adding decision logic, and keeping a human where judgment matters.
Estimate: $4,200-$5,700 · scope set after the diagnostic
Make your CRM, pipeline, and reporting tell the truth again.
We clean up CRM structure, reporting rules, and revenue data flow so your numbers are trustworthy and your team stops working around the system.
Estimate: $5,200-$7,000 · scope set after the diagnostic
Structure the evidence behind an O-1 extraordinary-ability case the right way.
For IT professionals and founders exploring the O-1 visa path, we help structure evidence of extraordinary ability: publication strategy, portfolio architecture, recommendation coordination, and expert profile positioning. We work alongside qualified immigration counsel. We do not provide legal advice or file petitions.
When the diagnostic identifies a clear automation opportunity, Fill System can help turn findings into a practical automation roadmap or limited implementation scope.
Scope
We automate the right process, not the loudest request.Assess Automation Opportunities
Review
We review workflows, systems, CRM usage, reporting, automation, and decision bottlenecks.
Map & score
We map likely root causes and score fixes by impact, effort, risk, dependency, and business value.
Recommend
You receive a clear next step: audit, assessment, roadmap, advisory, implementation support, pause, or no-fit.
Inbound leads were falling between marketing and sales: no defined handoff owner, no SLA, and 3 duplicate CRM fields creating confusion.
4 undocumented handoff points across 2 teams with no shared visibility.
Handoff process reduced from 5 steps to 2. Single ownership assigned per lead stage. Estimated revenue at risk from dropped handoffs: $180K-$240K annually. 30-day cleanup priority list adopted by both teams.
Scenarios are anonymized composites. Figures are illustrative and reflect the type of impact diagnostic work typically identifies.
The difference is what gets validated before budget, tools, or implementation are committed.
Fill System works with 4-6 active clients at a time so senior advisors remain involved from problem framing through scope and delivery.
Relevant environments
The first diagnostic conversation is a complimentary 30-45 minute fit review to frame the problem and identify likely bottleneck areas. Paid engagements begin only after a separate written proposal with defined scope and pricing.
Diagnostic output
What happens after you submit
Evaluate the approach before any paid engagement.
Review assets
No full system access is required for the initial fit review. Deeper access starts only after scope and NDA are agreed.
By submitting the form, you acknowledge our Privacy Policy. We use your information to evaluate fit and contact you about your diagnostic request.
No. It is a structured diagnostic conversation to identify likely bottlenecks and the safest next step.
The initial diagnostic conversation (30-45 minutes) is complimentary and carries no obligation. If the diagnostic identifies a clear next step, we provide a fixed-scope proposal with defined deliverables and pricing before any commitment. Paid engagements are scoped individually based on the number of systems, workflows, and stakeholders involved.
The first conversation takes 30-45 minutes. A paid audit, assessment, or roadmap usually depends on the number of systems, workflows, and stakeholders involved.
Yes, when the diagnostic, audit, assessment, roadmap, or architecture review validates the scope.
Most diagnostic and advisory work is remote-first. On-site work in California is available when the scope requires it.
We work with environments using HubSpot, Salesforce, Pipedrive, Asana, Monday, Notion, QuickBooks, Zapier, Make, and related business tools.
Our strongest fit is a B2B company with 50-250 employees that is facing:
We are usually not the right fit for:
A no-fit decision is a valid outcome, and we will recommend a safer next step where possible.
No. ROI requires baseline data, scope definition, adoption risk review, and implementation assumptions.
We work across B2B industries including SaaS, professional services, logistics, manufacturing, and multi-location operators. The diagnostic is industry-agnostic: it focuses on process, data flow, and system architecture rather than a specific vertical.
Yes. CRM migration is a common outcome of the RevOps diagnostic. We map your current data model, pipeline logic, and integrations before recommending a migration path. We work with both Salesforce and HubSpot environments.
The diagnostic is a structured, time-boxed review that identifies what is broken and why. A consulting engagement implements the fix. We separate the two so you never pay for implementation before the problem is validated.
A RevOps audit covers CRM structure, pipeline stages, reporting definitions, data sources, key integrations, and automation rules. The output is a prioritized fix list with estimated effort and impact for each item.
We do not provide legal advice or file immigration petitions. What we offer is O-1 readiness support: helping IT professionals and founders build the evidence portfolio that demonstrates extraordinary ability: publications, speaking, expert positioning, and recommendation strategy. Petition filing and legal counsel are provided by qualified immigration attorneys we coordinate with.
Clarify the bottleneck and risk level before committing budget.
