Discovery Call

A short conversation to understand your business, check this is the right fit, and scope what the Analysis would actually need to cover. No pitch, no obligation to continue.

The written deliverable

£300–£500, depending on how much data is already available to work from. Confirmed on the Discovery call, before anything starts. Delivered in 5 working days, built from two interviews — covering not just how the business runs today, but where it's actually heading over the next 12–18 months — plus a review of whatever analytics or reporting already exists. No access to sensitive or client data required. What it delivers:

• A specification of what your CRM needs to capture — the events, definitions and fields that actually matter
• How it needs to connect to the other systems you already run on — invoicing, delivery, spreadsheets, whatever exists
• Where the data blind spots are — what nobody is tracking anywhere, for anyone
• The commercial KPIs your business should actually be watching, and who should be watching them — not a generic dashboard template
• A specification designed against where the business is going, not just how it runs today — so it doesn't just codify the current state and need rework the moment you grow past it
• The principles for choosing software against — so you don't end up overbuying, underbuying, or paying to re-implement in a year

Most CRM budgets aren't lost on the software licence — they're lost on buying more than the business is ready to run, then paying again to strip it back or rebuild it a year later. The Analysis is built in layers — data, analytics, workflows, then AI — because each layer is only as good as the one underneath it. It tells you what to put in place first, and what can genuinely wait.

The Analysis stops at the specification. If you want help choosing or implementing the software itself, that's a separate, explicitly scoped engagement — not something bundled in by default.