Independent CRM strategy, not vendor-aligned advice

Most strategy engagements run for two to three weeks from kick-off to final deliverables. The first week is discovery and workflow mapping, the second is data and integration review, and the third is analysis, recommendation, and roadmap preparation. We can compress to ten working days for urgent buying decisions if required.

A standard strategy engagement is priced at a fixed fee between £8,000 and £18,000 depending on the size of the organisation and the complexity of the current setup. For complex multi-entity groups or firms evaluating an enterprise platform migration, the upper end is appropriate. For single-site SMEs the lower end applies.

Yes. We hold no reseller agreements with Salesforce, HubSpot, Microsoft, or any other CRM vendor. If the honest answer is "stay on your current platform and tighten process", we say so. If the answer is "buy HubSpot and do not build bespoke", we say so. Our only commercial stake is the strategy fee, not downstream implementation.

Three deliverables: a CRM requirements document that is vendor-agnostic and ready to go to market with, a platform recommendation with a three-year total cost of ownership analysis across your shortlisted options, and an implementation roadmap with effort estimates and sequencing. All three are yours regardless of who you work with next.

Yes, and we encourage it. The requirements document is vendor-agnostic by design and written in language that any competent implementation partner can quote against. Comparing quotes from multiple providers (including ours, if you decide bespoke is the right answer) is the healthy outcome.

No. Roughly a third of our strategy engagements end with a recommendation to stay on or migrate to an off-the-shelf platform. A bespoke build is only the right answer when the operational differentiation justifies the investment, and we would rather lose an implementation project than deliver a bespoke CRM to a firm that would be better served by HubSpot.

Typically: the executive sponsor (CEO, COO, or equivalent), one or two operational leads whose teams use the CRM daily, a compliance or risk lead for regulated sectors, and a finance or IT contact for systems and integration questions. Most workshops are 90 minutes, and we need four to six of them across the engagement.

Even then, a short discovery engagement (one to two weeks) is valuable before committing to a full build. It sharpens the requirements, surfaces integration complexity that would otherwise appear mid-build, and gives you a fixed-price build quote with confidence. Most of our build engagements begin with a discovery phase even when the decision is already made.