INDEPENDENT ACCOUNT RESEARCH FOR CRM, ERP & SOFTWARE INTEGRATORS
Your team knows what it implemented. That gives you a view of the original problem, not necessarily of the client's business today. New services, markets, commitments or decisions may now sit beyond the delivered scope and the contacts your team knows.
I compare the known implementation with evidence of changes in an existing client's business. The £50 Account Screen checks whether a possible mismatch is worth investigating before you commit people to discovery.
One existing account · Public evidence and your implementation context · Written decision · 1 working day after complete information and payment
AFTER IMPLEMENTATION
An implementation is designed around a particular scope, set of stakeholders and operating assumptions. The client may subsequently change its offer, scale, processes or commercial obligations. Those changes may affect areas the system was never intended to cover.
Account teams often have detailed knowledge of the solution and its users, but less evidence of changes elsewhere in the client's organisation. That difference matters when deciding where the next conversation should begin.
WHO THIS IS FOR
The relevant distinction is not the platform. It is whether a partner still works with the client after the original project, while the client's business continues to change.
CRM & REVOPS PARTNERS
Product adoption, support history and account activity give a useful view of the relationship. They do not establish every change in the wider business. Research can support an account review before another requirement arrives.
Account research for HubSpot partnersSOFTWARE DELIVERY PARTNERS
The original brief and acceptance criteria describe the system that was commissioned. New services, operating commitments and decision rights can change the business case for further development.
Account research after software deliveryBoth routes use the same £50 Account Screen. The review can conclude that there is no sufficient reason for further work.
ACCOUNT SCREEN · £50
Establish what was implemented, what business activity it was intended to support and which client roles the integrator works with.
Review accessible company evidence for changes in the client's offer, organisation, operating model and commercial commitments.
Test whether an observed change could affect an assumption or boundary of the existing implementation. Consider alternative explanations.
Identify one question to verify with the client, or conclude that current evidence does not warrant further work.
This is not a system audit, solution design or search for every possible project. The Screen is limited to one existing client and a narrowly scoped preliminary review.
WRITTEN DECISION NOTE
The output separates what can be verified from what still depends on the client's internal information. An observed change does not automatically mean the implementation is inadequate.
A positive result is a reason to validate a business question, not a recommendation to buy software or a prediction of revenue.
ONE FIXED START · OPTIONAL FOLLOW-ON
After a Screen, the sensible next step may be your own client conversation, technical discovery, further research or no action. No follow-on purchase is required.
1 working day after all required information and payment are received
A bounded comparison of the delivered implementation with evidence of change in one client. One written conclusion on whether further research is warranted.
Enquire about the £50 Screen ↗Typical fees · a written quote before work begins
From a focused investigation of one question to a broader analysis of business-model changes, alternative explanations and strategic options. The depth depends on what the evidence warrants.
Optional after the Screen. Direct enquiries are welcome when the question is already defined.
See scope and request a quoteThe £50 Screen is a complete standalone service. If you commission further research for the same account, its fee is credited in full. Research fees depend on the agreed work, not a projected deal value.
RESEARCH
Research on what account history does and does not show, how business decisions cross system boundaries and when a possible change justifies discovery.
I check whether the available evidence warrants a specific conversation. Your team validates the question with the client and decides what follows.
Account Screen £50
