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Welcome to Your CRM Butler

Get experienced, unbiased help choosing the CRM and ancillary tools you need to grow your sales.



Unlimited Access: Month-to-Month Agreement

For a flat fee per month, get unlimited access to me to review the tools you have, the tools you are considering, and the agencies you are considering to ensure you grow predictably and profitably.

Under 20 Employees


  • Deep Dive Into Your Business
  • Process Before Login Review
  • I'll Sit In On Tech Demos
  • I'll Negotiate With/For You
Get Started

20+ Employees


  • Deep Dive Into Your Business
  • Process Before Login Review
  • I'll Sit In On Tech Demos
  • I'll Negotiate With/For You
Get Started
"When we found you we were looking to implement marketing automation to nurture our prospects, retain our customer base, and free up my time to develop further marketing strategies. We were really pleased with the results, especially...the ability to be up and running with a very complex system in less than a month. As a direct result of working with you, we found that...we were able to get our system up and running smoothly, in a short amount of time. We recommend you to anyone who...has specific goals for their marketing automation, and wants to pull it together quickly."

Nala Henkel

Currency Marketing

Sally Rubin
"As a direct result of working with Wes, I began to *see* what pieces of my marketing strategy needed to be put into place; and most importantly, in what order! I'd been trying to follow the advise of a lot of online marketers, but I was driving myself crazy implementing things that for which I simply wasn't prepared to follow through. We recommend you to anyone who...is serious about building a solid foundation for their business."

Sally Rubin

Park Rubin Media, San Francisco, CA

"When I first bought my business, I was doing most of the things Wes teaches. However, after nearly 7 months in business, I found I really need to refocus my efforts and create a strategy moving forward. Wes has really helped me to create a strategy for not only my own sales but those of future sales people I intend to hire and get my focus on growing my business. Wes is helping me get to the point where I can finally work ON my business, rather than IN my business."

Bryce Ebeling

Money Mailer of Temecula Valley, Temecula, CA

Frequently Asked Questionslimitless_crm_support

"How neutral are you? Aren't you an affiliate or partner with platforms like Keap, HubSpot, Ontraport, ActiveCampaign, Nimble, and others?"

To answer the second question first, yes. I'm an affiliate or partner of many tech tools, and when we work together, if I recommend something, I will ask you to use my affiliate link, but it is merely a request, not a requirement.

However, when you retain me as your CRM Butler, I have a fiduciary responsibility to not only recommend what I think is the best for you but to negotiate on your behalf to get you the best offer from both the service provider and any agency or contractor you retain to support you in the deployment and optimization of the tool.

"Why don't I just find a certified partner of a platform and buy through them?"

You can.

Here's the problem...

When you go to a Ford dealer, they're first going to try to sell you a new Ford. Then, if you want to spend less, they'll walk you over to the used car lot and try to force you into whatever is on hand, and then they're going to push the extended warranty and gap insurance and rust protection and pixie dust coating and unicorn urine (for supercharging your RPMs) and whatever else they can pile on you.

As your CRM Butler, who has been in the game since 2008 and thrived by shooting straight with my prospects and clients and then interviewing 700+ of them for The Sales Podcast and The CRM Sushi Podcast, the only way I can earn your testimonial and referrals is by helping you find the right tool(s) for you and your goals, regardless the price, and then sitting in on the negotiations with you to get you the best deal possible.

Then, I'll access my ever-expanding Rolodex of service providers, agencies, and consultants to find you the best ongoing help if you need it.



Bloated HubSpot Agency Quote

Can you elaborate on "unlimited" help?

As soon as you retain me, you'll have my contact information and we'll arrange a time to meet.

The initial call can run about 30 minutes as I get to know you, your needs, your capabilities, and your goals.

Then we dig into what you have now, why you have it, why you want to switch, and what you are considering.

What that documented, the search begins.

I will call, email, text, and DM you as I come across tools and as I have questions.

You can do the same to me.

But there are no maximums on emails or calls or texts or meetings.

We work together until we get the tools that will help you meet your growth goals.

What other services do you offer?

I'm a jack of many trades, and also a master of many, i.e., sales scripting/role-playing/training, copywriting, and marketing.

I can assist you with the creation of taglines/slogans, reports, white papers, nurture sequences, and even scripts for videos and ads.

If it has to do with sales, marketing, goal setting, negotiation, planning, or leadership, I can help you.

Still have questions or concerns?
Call or text me at (714) 369-8004.

(Yes, that's really my cell phone. It's best if you text me first to let me know you'd like to speak so I know who's calling.)