Improve the CRM
Uses existing assignment and reminder features. Requires configuration and staff adoption.
Recommended firstAI & Digital Marketing Consulting
Know what to fix before you spend more.
Get a practical second opinion on an AI project, marketing campaign, or software proposal. Leave with a recommendation you can act on.
A worked decision
Do you need a new system—or a better setup?
ILLUSTRATIVE ASSESSMENT
Enquiries are getting missed.
In this scenario, the business already has a CRM with assignment rules. Its shared inbox has no named owner. The team needs reliable routing and reminders, not unusual custom functionality.
Fictional decision, not a client engagement. A different feature gap or integration constraint could change the recommendation.
Decisions we help you make
Bring the question that is holding you up.
AI opportunity assessment
Which task is worth improving? Compare business value, data readiness, review effort, and ongoing cost.
Marketing review
Where does the customer journey break? Review the offer, campaigns, destination, and sales feedback.
Software or vendor review
What should you improve, buy, or build? Compare fit, integrations, ownership, and cost drivers.
A recommendation you can use
The report ends with actions.
Resolve the immediate bottleneck
Name the action, responsible owner, dependency, and evidence of success.
Validate the recommendation
Test the assumptions with a bounded change. Record what would justify further investment.
Expand only where useful
Separate necessary improvements from optional features and deferred work.
You receive a written assessment and prioritized plan. You can implement it internally or take it to another provider. Build work is a separate scope.
What you receive
A recommendation you can take to any provider.
- A written assessment of the problem
- Options, trade-offs, and a recommendation
- A prioritized roadmap you can take to another provider
Scope and handover details
A written problem assessment, comparable options, a recommendation with reasons, and a prioritized action plan. Detailed implementation is a separate scope.
What we need from you
One business decision, current process or vendor proposals, constraints, and the person responsible for the outcome.
How we check the result
The recommendation must explain what each option solves, what it costs to operate, who maintains it, and what evidence would change the decision.
Your proposal confirms inclusions, costs, ownership, and support. Third-party fees and ongoing work are identified separately.
Before you decide
Questions you may be asking.
No. Consulting is available independently. Advisory work delivers decisions and a roadmap; implementation is separately scoped.
An initial fit conversation identifies the issue. Substantive audits and detailed roadmaps are scoped advisory work.
Your next step
Tell us what you want to improve.
A few sentences about the problem and your current setup are enough to start.
Discuss a strategy assessment