Approach
Here’s exactly how we work.
Spoiler: it’s not a 90-slide deck. We start with what you already run, decide what it should look like, and build only what’s missing.
The process
Four steps. You can stop after any of them.
No lock-in. Each step leaves you with something useful, whether we carry on together or not.
00
30 minutes
Review
A quick call to hear what you run and what’s breaking. No deck. No pitch. You leave with a straight answer on whether we can help.
You get
✓ An honest read-out
✓ A yes, a no, or a “not yet”
01
Audit
Every tool, owner and handoff in your revenue stack – mapped and costed. What’s licensed, what’s used, and where the data falls over.
You get
✓ Keep / fix / bin list
✓ Licence and overlap review
✓ Where your data breaks
02
Design
One target setup for CRM, engagement, forecasting and data – with the trade-offs written in plain English. You sign off before anything gets built.
You get
✓ Target stack map
✓ Fixed scope and price
✓ Decisions you need to make
03
Build & hand back
We build it alongside your team, test it properly and train the people who’ll run it. Then we step back.
You get
✓ Working, tested workflows
✓ Docs people will actually open
✓ Admin and manager training
Non-negotiables
The no-BS rules.
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Operators, not slideware.
We’ve run these tools from the inside. We don’t just talk about them.
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Straight answers, always.
We’ll tell you what’s working, what isn’t and how to fix it. Our vendor partnerships mean we can usually get it sorted faster.
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Clear scope. Clear price.
You know what you’re getting and what it costs before we start.
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You own everything.
Every workflow documented and handed over. We build it so you don’t need us.
And for the record
Things we will never do.
✕ Hand you a 90-slide deck and vanish.
✕ Sell you more licences to fix a process problem.
✕ Lock you into a retainer you don’t need.
✕ Say “synergy”. Or “unlock”.
Start with thirty minutes.
We’ll tell you where we’d look first – whether you hire us or not.