Phase 6 · Delivery & Customer Experience · Value Customers Can Feel
CRM Systems
Your CRM is either the source of truth for the business · or the place where customer data goes to die. Most are the second.
We design and implement the CRM systems that actually get used · with workflows that match how the team operates, integrations that keep data alive, and dashboards that drive decisions.
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 startup running on a spreadsheet
Customer data lives in a Google Sheet that nobody maintains. Every conversation has to be reconstructed from memory. The CRM gap is now a real commercial risk.
Scenario 2
The SME with a CRM nobody uses
You invested in a CRM · and the team uses it only when forced to. The data inside is half-true at best, and decisions are still made on instinct.
Scenario 3
The enterprise with multiple CRMs
Acquisitions and history have left the business operating on three CRMs that do not talk to each other. Customer data is fragmented and decisions are inconsistent.
The Impact It Creates
The Moment You Will Feel the Difference.
Customer data lives in one source of truth
Sales, marketing, and support operate from the same view
CRM is used because it makes the work easier, not harder
Reporting becomes credible because the data is credible
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- CRM strategy and platform selection
- Workflow design tailored to your team
- Integration architecture with marketing, support, finance
- Data migration and clean-up
- Team training and adoption programme
- Dashboards and reporting framework
The Outcome
Where You Will Be on the Other Side.
The CRM becomes the operating system of customer relationships · used by the whole customer-facing team, trusted by leadership, and producing the data that decisions can actually be made on.
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 retention savings, NPS lift, and reduced churn
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 – £5M in customer-lifetime-value expansion and operational efficiency
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 customer-base appreciation and recurring-revenue protection
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 customer-economics transformation, retention infrastructure, and renewal scale
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
“Every business with serious customer relationships eventually realises the CRM is not optional · it is foundational. The work of making it work is the work that makes every other customer-facing activity better.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 6