Planning and priorities
We turn your business goals into a CRM strategy and a 90-day plan. We decide what to launch, what to improve and what can wait.
We lead and run your CRM
You get a CRM lead and a team to handle the day-to-day work. You set the business goals and budget. We make the plan, coordinate the team and take care of campaigns, automation and reporting.
When it fits
You want a team to take responsibility for all or a core part of your CRM, including day-to-day decisions.
Who leads
Our CRM lead sets priorities and manages the team. You stay involved in business goals, budget and decisions that need your approval.
What you gain
A team you don’t have to brief task by task or coordinate specialist by specialist.
What we take on
We agree at the start what we will manage and who is responsible for each part.
Campaigns and automation
We create content, select audiences and set up communication from the first purchase to re-engagement. We use email, SMS or WhatsApp where they fit the customer’s needs.
Website personalisation
We design content, offers and product recommendations around visitor interests. We define when to show them, when to leave them out and how to measure their impact.
Data and technical setup
We manage data work, integrations and platform configuration. We coordinate the specialists and resolve technical issues.
Quality checks and continuity
We test the work before launch and document important settings, so it does not depend on one person.
Results and next steps
We review performance, explain what the numbers tell us and recommend what to change. We distinguish measured impact from estimates.
How we work together
Your CRM lead manages the weekly work, updates priorities each month and reviews results with you regularly. You can see what the team is doing without managing it every day.
What stays with you
Business goals, budget, products, pricing and key approvals. We also need a contact who can help with decisions and the information the team needs.
What we handle
CRM strategy, planning, team coordination, campaigns, automation, quality checks and reporting.
How we start
Understand how things work today
We review your CRM, your team and where work gets held up.
Agree what we will take on
We set the first priorities, responsibilities and approval process.
Start the work
We begin with the agreed tasks. You know who is working on them and how they are progressing.
Review the results
We assess the first phase and agree what to change or develop next.
The first launch also depends on access, data readiness and approvals. We agree the practical steps at the start.
Scope and budget
Pricing depends on your channels, markets, current setup and the work we take on. The proposal separates initial setup, ongoing work, platform licences and any usage-based costs.
We price major migrations and development outside the agreed plan separately. We agree any changes to scope and price before starting the extra work.
Looking for a team to take care of your CRM?
We’ll review your goals and how things work today, then explain what we can take on and how we would work together.