I’ve seen projects soar, and I’ve seen them crash. And I can tell you—when it comes to managing successful projects, the difference isn’t the tech, it’s how you run the project.
A killer CRM, automation, or integration won’t magically fix bad processes or poor execution. If the strategy isn’t clear, if no one owns the process, if there’s no buy-in from the team—it doesn’t matter how good the tech is.
And surely, you’ve seen this too? A project that had everything going for it, yet somehow turned into a drawn-out, frustrating mess?
Most of the time, when a project goes sideways, it’s not because the system doesn’t work—it’s because:
So, if you’re about to kick off a project with us (or anyone else), here’s how you make it smooth, fast, and successful.
And yeah, I know what you’re thinking: "This is just a sales guy trying to make his life easier."
Well… kind of! Because my life is easier when your life is easier. When the project runs well, you get a system that actually works, my team isn’t buried in unnecessary rework, and everyone walks away happy.
None of this is rocket surgery—it’s just common sense. But I see these things missed all the time. And to be honest? I’ve even skipped a few of them myself. Sometimes I’m rushing to close out a sale, meet a client deadline, or make sure the right team is available. That’s the constant juggle of professional services.
But the projects that nail this stuff? They win. Every time.
A project without a clear goal is a waste of time and money. So ask yourself, what is the project success criteria?
Let’s define the win and build straight to it. Otherwise, you’ll get to the end of the project and go: “Wait… is this even what we wanted?”
Question for you: How many projects have you been part of that kicked off without a clear success metric? Be honest.
If the key decision-makers show up after the work is done, guess what? We’re redoing it.
It’s wild how often businesses spend thousands on a system, and then let an intern or junior admin make critical decisions. That’s how you get a system no one actually wants to use.
Question for you: Have you ever seen a project get slowed down (or derailed) because the right people weren’t involved early enough?
We’ve done this. We know what works. Trust us to execute, but don’t disappear.
Most of the time, when a project drags, it’s because feedback is slow or decision-makers are MIA. That’s a killer for momentum.
Scope creep kills momentum.
How does scope creep happen? Well, if we keep adding “just one more thing,”(sound familiar?) your budget and timeline explode.
How to avoid scope creep:
The fastest way to blow up a budget is by making last-minute changes with no clear understanding of the trade-offs.
Question for you: Have you ever watched a project go completely off the rails because of endless new requests?
Your CRM is only as good as the data in it. If you migrate a mess, you’ll get a mess.
We see this ALL THE TIME. Data that’s incomplete, duplicated, or straight-up useless gets dumped into a new system, and then everyone wonders why it doesn’t work.
Don’t wait until go-live to check if things work. That’s how you get nasty surprises.
Question for you: Have you ever launched a system only to find out no one actually tested it properly?
The best system in the world is useless if your team ignores it. That’s why we suggest including change management in project management.
Nobody cares how great the system is if they hate using it.
This isn’t school. No long essays, no unnecessary meetings. Let’s keep it sharp:
Half of project delays come from people taking forever to reply.
A perfect system that never launches is useless.
What’s better? A functional system live in 8 weeks, or a ‘perfect’ system still in development 6 months later?
A great project transforms your business. Enjoy the results.
Managing a successful project isn’t about avoiding problems—it’s about solving them fast.
If you follow these 10 rules, you’ll get:
And if you don’t? Well… let’s not find out.
Now, let’s discuss getting it done