Customer systems advisory
Drive revenue by aligning your data, platforms & people.
You already pay for the platforms and people. Nobody's joining them up. Sales, marketing, service & ops each own a piece of the customer, but nobody owns the whole.
We do. We point every team and system at the same goals, and stay until the numbers move.
The problem
Nobody owns the whole customer
Every team owns a piece. The result is the same everywhere.
Data nobody trusts
The same customer three times, reports that don't agree, and decisions made on feel because you can't rely on the numbers.
Workarounds in spreadsheets
The real record lives in exports, inboxes and countless files, rebuilt by hand every time someone needs an answer.
CRM the team doesn't use
Paid for, set up once, and worked around. The people it was bought for have lost faith in it.
Bad data doesn't stay where it lands
One bad entry at one point in the business travels through every system it touches.
- Bad data gets into the CRM. Wrong, missing or duplicate details.
- Your segments are polluted. The right people are missed, the wrong ones included.
- Your spend follows it. Ads and messages go to the wrong people.
- Staff stop trusting and using the systems. The volume of silod data grows.
- Your board reports show the wrong picture. Decisions get made on numbers nobody can trust.
One entry, untold costs. That's why we start with the whole picture.
How it works
Map it, pick it, move it
We map it together
In the first month we map your systems, your data and the handovers between teams, and find where things break and what each break costs.
You pick the workstreams
Each workstream is one outcome, one number to move and one owner in your team. You choose where to start.
We meet every week until the numbers move
A weekly session to set priorities, check the benchmarks and clear what's in the way. Your team does the work; we make sure it's the right work.
We work alongside your team, your agencies and your platform partners, so everything we decide gets delivered and keeps working long after.
The workstreams
Six outcomes, across marketing, sales and service
Each one starts by tracing where its data comes from, which systems it passes through, and where it breaks.
Know what's actually working
Attribution and marketing measurement
“We spend across every channel and nobody can say which of it brings in customers.”
Leads that turn into customers
Lead quality, routing and the handover to sales
“Marketing says the leads are good. Sales says they're rubbish.”
The right message, to the right customer, at the right time
Segmentation, customer journeys, consent and channel performance
“Everyone gets the same message whatever they've bought or done, and we can't tell what any of it achieves.”
Customers who buy again and stay
Retention, repeat purchase and cross-sell
“We only notice a customer has gone when the year-end numbers come in.”
Enquiry to order, and a forecast you can stand behind
Pipeline, quote follow-up and forecasting
“Quotes go out and nobody chases them, and I can't tell the board what's coming.”
One customer record everyone trusts and uses
Data quality, the system of record, and adoption
“We paid for a CRM nobody uses, and we have the same customer three times.”
Pricing
Priced by how many outcomes we move at once
Every band includes the mapping in month one and a weekly session with us. The difference is how many workstreams run in parallel.
One workstream
£4,000 a month
One outcome, moved every week.
Best for A business with one problem that matters more than the rest.
One hour every week with the person who owns the workstream.
Book a callTwo workstreams
£7,500 a month
Two connected outcomes, moved together.
Best for Problems that feed each other, such as lead quality and enquiry to order.
A weekly session with each workstream owner, or one longer session together.
Book a callThree workstreams
£10,000 a month
Marketing, sales and service joined up at once.
Best for A business ready to fix the whole customer journey, not one part of it.
A weekly session with the workstream owners together, plus a monthly leadership review.
Book a callPrices exclude VAT.
In every band
- A mapping workshop in month one: your systems, your data and your handovers, and where they break.
- A benchmark for each workstream, set at the start and reviewed every month.
- A prioritised action list that starts with what to stop doing, with an owner and a date on every action.
- Templates, specifications and worked examples wherever they save your team time.
- One or two training sessions a month for the people doing the work.
- A weekly session with us to set the priorities, check progress against the benchmarks and keep every team pointed the same way.
This is for you if
- You have the platforms and the people, and the customer journey still doesn't join up.
- Marketing, sales and service each own a piece of the customer, and nobody owns the whole.
- You have a team, an agency or a partner who can do the work, and you need someone to point it.
- You want the numbers to move, not another report to file.
This is not for you if
- You're after a quick fix to one tool, not the whole picture.
- There is nobody in your business to make the changes.
- You are looking for a one-off audit to put on a shelf.
Start with a conversation
Half an hour, at no cost, to see which workstream would move the most for your business.
Book a call