Find the client decisions the current system does not support now.
For implementation partners working with existing B2B client accounts. I identify decisions the client now needs to make that the current configuration does not support, what business exposure that creates for the client, and where the gap actually sits.
The client can change after the implementation is complete.
Roles change. Services change. Delivery changes. The information needed for a decision can change with them.
The review does not score the original implementation. It checks whether changes in the client’s business have created decisions that the current configuration no longer supports, and what that means for the client.
Use it when the client’s business has moved beyond the current system model.
The review is designed for situations where the partner can see that the client has changed but does not yet know which management decisions are now unsupported, how material the gap is, or whether the answer sits in CRM or elsewhere.
Too many accounts for senior review
Your team has more existing clients than senior consultants can examine properly. Portfolio Intelligence determines where detailed analysis is worth the time.
A QBR is approaching
Most of the available information concerns the current system, tickets and scope. You need a current view of the client business before the conversation.
The client has changed
A role, service, operating model or delivery condition has changed since implementation. The question is whether that change has created a decision the current configuration no longer supports.
You suspect more may be useful
There may be further work in the account, but the unsupported decision and its business consequence have not yet been established.
One account or the client portfolio.
Client Account Review
You select one existing client. I establish which current management decisions are supported, which are not, what business exposure follows from the unsupported decisions, and what should be verified with the client.
From £99 · 5 working days from receipt of the website and agreed snapshot.
Portfolio Intelligence
I develop a prioritisation model for your client base. Accounts selected by the model then receive the same detailed review as a standalone Client Account Review.
The service can be run once or refreshed on an agreed cadence.
Three places the decision gap can sit.
Decision already supported
The current configuration already provides what this decision needs. That decision does not justify a system change.
Decision not supported by the current configuration
The client now needs to make a decision for which the current configuration does not provide the required information. The review states the business consequence of that gap.
Decision depends on information outside the current system
The decision requires information that is not created or connected elsewhere in the client’s business. The next requirement therefore sits outside the current CRM configuration.
The review does not assess implementation quality.
The current configuration is treated as evidence of what the system represents today. An unknown is recorded as an unknown until the client confirms it.
If the review identifies no unsupported decision or other material point worth verifying with the client, I refund the review fee.
This is not a CRM audit or a sales-intelligence service.
A CRM audit asks whether the system is configured, adopted or governed appropriately. Sales intelligence asks where a commercial opportunity is likely. Client Account Review asks which decisions the client now needs to make that the current system does not support, and what business exposure that creates.
The review is vendor-neutral.
The analytical question is the same. The system snapshot changes with the platform.
HubSpot partners
Use the current portal snapshot to identify decisions the client now needs that HubSpot does not support, the business consequence of that gap, and whether the missing layer sits inside or outside HubSpot.
Zoho partners
Use the current Zoho setup to identify decisions the client now needs that the current configuration does not support, the business consequence of that gap, and whether the missing layer sits inside or outside Zoho.
Start with the client website.
No client login or raw customer data is required at this stage. I confirm the scope and fee before you send the agreed system snapshot.
Start with one existing client.
Send the client website and an agreed snapshot of the current system. I confirm scope and fee before work starts.