Phase 2 · Strategy & Planning · From Idea to Executable Plan
CRM Strategy & Implementation
A CRM that nobody uses is not a CRM. It is expensive evidence that the implementation was never designed for the team it was supposed to serve.
CRM strategy and implementation is the discipline of selecting the right platform, configuring it to mirror your actual sales process, and embedding it into the daily rhythm of the sales team — so that pipeline is visible, follow-up is never missed, and every commercial conversation is recorded. We design the CRM architecture, manage the implementation, and drive the adoption.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The sales team running pipeline from a spreadsheet
Deals are tracked in a shared spreadsheet that is always out of date. Opportunities are missed, follow-ups are forgotten, and the sales manager has no real-time view of where the month is heading.
Scenario 2
The business that paid for a CRM nobody logs into
HubSpot or Salesforce is running in the background but the team reverts to email and Excel. The implementation was technically complete but practically useless — because it was never designed around how the team actually works.
Scenario 3
The leadership team that cannot forecast revenue with confidence
Every month-end is a surprise. The pipeline data cannot be trusted because it has not been maintained. Forecasting is based on gut feel rather than stage-weighted pipeline.
The Impact It Creates
The Moment You Will Feel the Difference.
Real-time pipeline visibility that the whole leadership team can trust
Follow-up never missed because tasks and reminders are built into the system
Accurate revenue forecasting from clean, maintained pipeline data
Sales manager coaching grounded in data rather than anecdote
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- CRM needs assessment and platform recommendation
- CRM configuration — stages, fields, pipelines, and automation
- Data migration plan from existing systems
- Sales team onboarding and training programme
- CRM adoption playbook and governance framework
- Reporting dashboard design for sales and leadership
The Outcome
Where You Will Be on the Other Side.
The CRM becomes the system of record the whole team uses — because it was designed for how they work, not how the vendor thought they should work. Pipeline is clean, forecasting is reliable, and every commercial relationship is captured.
Primary Focus
Designing and implementing a CRM that the sales team actually uses to manage pipeline, forecast revenue, and accelerate deals.
KPI Measurement
- CRM adoption rate
- Pipeline data completeness score
- Forecast accuracy month-on-month
- Follow-up response time
- Opportunities created and progressed per rep
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“The difference between a CRM that transforms a sales team and one that collects dust is implementation quality and adoption design. We make sure yours does the former.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2