What we do
Services built around your business, not a platform
We work across CRM, go-to-market strategy, RevOps, digital transformation, website design and sales automation. Every engagement starts with understanding your situation, not a product recommendation.
Our services
Six ways we work with you
CRM Implementation
We set up CRM systems your team will actually use. That means clean data structures, sensible pipelines and workflows that match how you sell, not how a vendor thinks you should.
- Platform selection and scoping
- Data migration and cleansing
- Pipeline and deal stage configuration
- Custom fields, properties and views
- User roles and permissions setup
- Integration with existing tools
- Post-launch support and handover
Digital Transformation
Moving from spreadsheets, manual processes or disconnected systems to a joined-up digital operation. We plan the transition, manage the change and make sure nothing falls through the gaps.
- Current-state audit and gap analysis
- Technology stack recommendations
- Process mapping and redesign
- System consolidation and rationalisation
- Change management and team buy-in
- Phased rollout planning
- Training and adoption support
GTM Strategy
Getting to market with clarity. We help you define your audience, sharpen your positioning and build the infrastructure to reach the right people at the right time, whether you are launching something new or rethinking an existing offer.
- Ideal customer profile (ICP) definition
- Market segmentation and targeting
- Value proposition and messaging
- Channel strategy and campaign planning
- Sales and marketing alignment
- CRM setup to support GTM motion
- Launch planning and execution support
RevOps
Revenue Operations brings your sales, marketing and customer success functions into alignment. We build the processes, reporting and systems that give leadership visibility and give teams a clear path to follow.
- Revenue process audit and redesign
- Funnel and pipeline visibility
- Lead routing, scoring and handoff
- Forecasting and reporting frameworks
- KPI definition and dashboard build
- Cross-team alignment workshops
- Ongoing optimisation retainer
Website Design
Websites that generate leads, build credibility and convert visitors. We design and build sites that connect directly to your CRM so every enquiry lands in the right place automatically.
- Discovery, sitemap and wireframing
- Brand-aligned design and copy
- CRM-connected forms and landing pages
- SEO foundations and on-page optimisation
- Performance and accessibility review
- Hosting, domain and launch support
- Ongoing maintenance packages
Sales Automation
Removing the repetitive work from your sales process so your team can focus on conversations that matter. We build automations that handle follow-ups, reminders, task creation and data entry, reliably, every time.
- Sales process review and automation mapping
- Email sequence and cadence build
- Task and reminder automation
- Lead nurture workflow design
- CRM-to-tool integrations (e.g. calendar, inbox)
- Automated reporting and alerts
- Testing, QA and handover training
Common questions
Do you work with businesses of all sizes?
Yes. Most of our clients are small and mid-sized businesses, typically between 5 and 150 people. We also work with larger organisations on specific projects such as CRM migrations or RevOps restructuring. If you are a sole trader or very early-stage startup, get in touch and we will be honest about whether the timing makes sense.
Which CRM platform should I choose?
That depends on your team size, budget, sales process and the tools you already use. We are not tied to one platform, so our recommendation is based on what fits your situation. Pipedrive is our anchor platform and suits most growing sales teams well. HubSpot makes sense when marketing and sales need to be tightly connected. Zoho is a strong choice for businesses wanting a wider suite at a lower cost. Monday CRM works well for project-driven businesses. We will help you work through the decision before any commitment is made.
How does a typical engagement work?
We start with a discovery call to understand what you are trying to achieve and where things stand today. From there we scope a proposal, usually a fixed-price project or a structured retainer, depending on what you need. Most CRM implementations take four to eight weeks. Strategy and RevOps work varies more widely. We keep things transparent at every stage, with regular check-ins and no surprises.
Can you take over a CRM that was badly set up?
Yes, and it is something we do regularly. We will audit what is there, identify what is worth keeping and rebuild around it properly. Data cleaning, pipeline restructuring, removing legacy clutter, all of that is part of a CRM rescue project. It is often quicker than people expect.
Do you offer ongoing support after a project ends?
Yes. Many clients move onto a support or optimisation retainer once the initial project is done. This covers things like adding new automations, onboarding new staff, running quarterly reviews or making adjustments as the business grows. We also offer ad-hoc support hours if you would rather not commit to a retainer.
We already have a CRM but nobody uses it. Can you help?
This is one of the most common situations we see. Low adoption is almost always a setup problem, not a people problem. If the system is confusing, does not reflect how the team actually sells, or creates more work than it saves, people will avoid it. We diagnose the real cause and fix it, whether that is simplifying the pipeline, improving the data quality, adding the right automations or running refresher training.
Do you work with non-profits and charities?
Yes. Non-profits and charities are one of our four core sectors. We understand the pressures around budget, volunteer management and donor relationships. Most CRM platforms offer charitable pricing and we factor that in from the start. We have worked with organisations ranging from small local charities to national bodies.
What does GTM strategy actually involve in practice?
It depends on where you are. For a new product or service, it usually means defining your audience precisely, building a clear message, choosing the right channels and making sure the systems are in place to handle the response. For an existing business looking to grow, it often means sharpening a positioning that has become vague, or aligning sales and marketing around a consistent approach. The output is a clear plan, not a slide deck full of frameworks.
