How we work
A sequence, not a scramble
Every engagement runs through the same five stages. The detail of each stage is shaped by the audit, so nothing is scoped on assumption.
Principles
Audit before advice
We look at the real database before recommending anything. Opinions about your CRM are cheap, evidence is not.
One data model
Properties, pipelines and lifecycle stages get defined once and documented, so the meaning of a number does not drift between teams.
Documented handover
Everything we build is written down and trained out. If we stop working together, the system still runs.
No published price list
Scope varies more than any rate card can carry. We price after an initial consultation, then hold to it.
Engagement stages
- 1
Audit and discovery
Health check on the live CRM, stakeholder conversations and a current state map of the tooling, process and reporting.
- 2
Architecture and strategy
Target data model, property and pipeline design, and a growth plan sequenced across the four pillars.
- 3
Build and implementation
Migration, deduplication, HubSpot configuration, automations and the campaign or website work that sits on top.
- 4
Enablement and training
Team training, written documentation and a structured handover so the people using it every day are confident in it.
- 5
Growth and optimisation
Ongoing reporting, iteration and new automation as the business changes. Reviewed on a fixed cadence, not ad hoc.
The full methodology, including our audit checklists and the deliverables for each stage, is sent through after an initial conversation.
Start with what is actually in your CRM
A short call, a look at your data, and a straight answer on what needs fixing before anything else gets built.