Plan

A CRM roadmap your team can actually follow.

You know something needs to change. In collaboration with your team, we plan the right journeys for your audience: nurturing B2B prospects, helping users get started or encouraging customers to convert and stay engaged. You will know what to do first and how to measure progress against your goals.

From £3,500 + VAT.

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What's included

A lifecycle map from first sign-up to repeat purchase or renewal
A prioritised roadmap with effort and expected impact
Segmentation and data recommendations
A measurement plan linking CRM activity to commercial results

Who it's for

Teams who already know there is a problem, or have had an audit, and need a plan that marketing, product and leadership can agree on.

What clients say

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“He operates as a true senior extension of the team rather than just a pair of hands. He mentors, challenges our thinking, and delivers strategic input alongside the execution work we need at pace.”
MaireadHead of Growth, Phlo Clinic

Frequently asked questions

Do we need an audit first?

Not always. If you already know what is and is not working, we can start here.

Will the plan work with our current platform?

Yes. We plan for the tools you have, and tell you plainly if something will hold you back.

Can you build what you recommend?

Yes. Many clients move straight into Build, but the plan is yours either way.

Not sure where to start?

Want more prospects, customers or users to engage and take the next step? Tell us about your audience and your goals. We will explore the right journeys for your business and give you an honest view of where to start.

Book a free call