Strategy and planning
We review your customer communication and data. We define your goals, audiences and the changes to prioritise.
We set up your CRM and train your team
We help with strategy, content and technical implementation. We complete the agreed work, hand it over and teach your team how to manage it.
When it fits
You need a specific change and want your own team to run CRM afterwards.
Who leads
We lead the project. Your team takes over after handover and training.
What you receive
Depending on the project, this could be a strategy, content, templates or a working technical solution. We agree up front what documentation and training your team will need.
Where we can help
Content and automation
We prepare the communication plan, copy, templates and automated journeys. Your team gets the materials and guidance on how to use them.
Platform and data
We help you choose a platform or get more from the one you already use. We build and test the integrations, automation or personalisation you need.
Handover and training
We show your team how the setup works and explain the decisions behind it. Practical training covers creating, checking and evaluating the work.
How the project works
Understand the situation
We find out what works, what gets in the way and what the project needs to achieve.
Agree the approach
We define the deliverables, scope and how we will check that the work is complete.
Build and test
We make the agreed changes and document important settings.
Hand over to your team
We train the people who will continue the work and agree who will look after each part. Any ongoing support is arranged separately.
Start with the part you need
We can provide an audit, a strategy, content or a full implementation with training. You do not have to change platforms or sign up for ongoing CRM management.
At the start, we identify the access we need, any changes to your systems and the decisions that require your approval.
What needs to change in your CRM?
Tell us what is missing today. We’ll suggest a project that leaves your team ready to continue on its own.