Confident CRM Decisions Start Here

 Most credit unions know they need a better way to manage member relationships—but CRM investments often go sideways due to unclear goals, siloed teams, or tech that doesn’t truly fit. The Readiness & Roadmap Workshop is a short, focused engagement designed to bring clarity, alignment, and momentum to your CRM strategy—so you can move forward with confidence. 

• You’re exploring CRM, MAP, or engagement tools in the next 6–18 months
   
• You’ve struggled with internal alignment or past vendor fatigue
   
• You want to define use cases before demoing platforms
   
• You’re upgrading from spreadsheets, duct-taped tools, or outdated systems
   
• You want a neutral, strategic perspective before committing to tech

• Current-state tech & data assessment
   
• Stakeholder alignment interviews
   
• Use case prioritization
   
• Gap analysis & opportunity mapping
   
• CRM vendor shortlist + evaluation criteria
   
• Implementation readiness scorecard
   
• Executive-ready roadmap