Mar 13th, 2025 Summit 11am-2:30pm EST

10am-4:30pm CST, 9am-3:30pm MST, 8am-2:30pm PST

Welcome to Matt Schwab's VIP Offer for the H2H ~ Human Connection Done Right Summit, March 13th, 2025.

When you register and join our upcoming summit you will have the opportunity to hear Matt Schwab speak on "Transforming GTM Tech for Growth" as well as access his VIP offer.

CRM Audit - Hubspot or Salesforce

Speaker Matt Schwab's VIP Offer

During this high-level Salesforce or HubSpot evaluation, the team takes a broad yet systematic look at the organization’s CRM environment.

They begin by assessing overall system health, focusing on how well current configurations align with strategic goals.

Next, they review the platform’s data structure and integrity, paying particular attention to naming conventions and data hygiene at a macro level.

Value $1,000

CRM Audit - Hubspot or Salesforce

Speaker Matt Schwab's VIP Offer

During this high-level Salesforce or HubSpot evaluation, the team takes a broad yet systematic look at the organization’s CRM environment.

They begin by assessing overall system health, focusing on how well current configurations align with strategic goals.

Next, they review the platform’s data structure and integrity, paying particular attention to naming conventions and data hygiene at a macro level.

Value $1,000

What Can You Expect

They also evaluate user engagement and adoption trends, ensuring that the CRM effectively supports day-to-day workflows across sales, marketing, and customer success.

By consolidating these insights into an actionable overview, the audit enables leadership to identify where strategic refinements can drive scalability, streamline processes, and maximize the overall return on their CRM investment.

Who is Matt Schwab?

Matthew Schwab is a highly accomplished leader with over 14 years of experience in operations. As CEO of a rapidly growing consulting firm, he has leveraged his expertise in operations to streamline processes and optimize efficiency, while also demonstrating strengths in marketing, sales, and

customer success.

Schwab is a strategic thinker with a deep understanding of market trends and customer needs, and has successfully developed and launched innovative solutions that have transformed clients' businesses.

He is known for building and motivating high-performing teams, fostering a culture of collaboration and innovation, and delivering exceptional value

to clients.

Matthew is widely respected for his insights and thought leadership in the technology space.

What Can You Expect

They also evaluate user engagement and adoption trends, ensuring that the CRM effectively supports day-to-day workflows across sales, marketing, and customer success.

By consolidating these insights into an actionable overview, the audit enables leadership to identify where strategic refinements can drive scalability, streamline processes, and maximize the overall return on their CRM investment.

Who is Matt Schwab?

Matthew Schwab is a highly accomplished leader with over 14 years of experience in operations. As CEO of a rapidly growing consulting firm, he has leveraged his expertise in operations to streamline processes and optimize efficiency, while also demonstrating strengths in marketing, sales, and

customer success.

Schwab is a strategic thinker with a deep understanding of market trends and customer needs, and has successfully developed and launched innovative solutions that have transformed clients' businesses.

He is known for building and motivating high-performing teams, fostering a culture of collaboration and innovation, and delivering exceptional value

to clients.

Matthew is widely respected for his insights and thought leadership in the technology space.

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