A $65,000 Mistake.

Jul 18, 2024

∙ Paid

Discovery calls.

We've all been there.

Sharing aspirations.

Needs.

Wants.

And then the work begins.

...until things go wrong.

Please note: I'm not sharing the names of the systems and companies I used during this project for professionalism and privacy.

THE BACKSTORY

In June 2023, I spearheaded a new CRM system project for my team to provide more organization and automation for our 300+ daily leads.

We outgrew our current system and needed something to grow with us.

I vetted 3-4 companies that were recommended.

We settled on one that was responsive and quick to share wireframes and referrals for exactly what we needed.

We provided a lot to start the project...

After reviewing them on discovery calls, we felt this was a great match.

😄 I felt very confident in the 3rd-party company.

After 3 weeks of discovery calls, we were introduced to our dev team.

This system would be new for our team, so it was imperative that it would be an easy and simple learning curve.

🤨 Learning a new system was complex, but things were coming together.

The company we hired suddenly had a team shakeup, and the project manager was gone.

Communication started to break down; things began to get a bit chaotic with changes. I started to worry about the progress being made.