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Choosing, building or fixing the system that holds your customer and client data — so it's actually used, not just installed.
What this involves
- Assessing whether you need a new CRM, or whether the one you have just needs to be used properly
- Selecting a platform matched to how your team actually sells and delivers, not the most feature-heavy option
- Data migration and clean-up, so the system starts useful rather than starting messy
- Building the reporting and dashboards leadership actually needs on top of it
Signs this is worth looking at
- Your team works around the CRM instead of using it — spreadsheets, inboxes, memory
- You've bought a CRM before and it never really took off
- You can't currently get a straight answer to "what's actually happening with our customers/partners right now?"
Investment
Every engagement is fixed-price, agreed before any work begins — book a Discovery Session for exact figures.
Starter
£2,800
A single-platform review of a straightforward sales pipeline and CRM setup.
- Current CRM/pipeline audit
- Data quality spot-check
- Quick-win recommendations
- Short findings summary
Recommended
£5,750
A full review across sales, customer journey and data governance, with a complete improvement roadmap.
- Everything in Starter, plus:
- Customer Journey Mapping
- Full Data Quality & Governance Review
- Revenue Operations Recommendations
- CRM Improvement Roadmap
Premium
£11,500
A multi-team review spanning sales, customer success and marketing operations together.
- Everything in Recommended, plus:
- Multi-team review (sales, success, marketing)
- Cross-functional handover workshop
This review is independent of any single CRM platform — the recommendation is whatever's right for you, not whichever partner programme pays a referral fee.
How this typically unfolds
For Recommended and Premium engagements — Starter is a single, shorter session.
Days 1–30CRM & Sales Pipeline Audit and Customer Journey Mapping.
Days 31–60Data Quality & Governance Review and Revenue Operations Recommendations.
Days 61–90CRM Improvement Roadmap and handover.
Related proof
Built CRM and digital platforms from scratch that tracked £300m in partner-driven revenue across a global partner network. Read the case study → · Read a related standardisation story →