Discover our services

Every business is at a different stage of its CRM journey — that’s why our services are built to meet you where you are.

Whether you’re laying the foundations, building automation, or managing complex loyalty programs, we’ll help you create CRM that feels simple, strategic, and human.

Each engagement is founder-led and tailored to your goals — blending strategy, technology, and team empowerment to help you grow smarter, not harder.

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Strategy & Advisory

Define your CRM vision and build the foundation for loyalty.

For startups and growing brands who want direction and clarity before diving into implementation.
We’ll audit where you are, identify opportunities, and build a roadmap that aligns your customer strategy with your business goals.

What’s included:

  • CRM and loyalty audits

  • Customer journey mapping

  • Segmentation and data strategy

  • CRM roadmap and activation plan

  • Team training and knowledge-sharing

Key Outcome:

You’ll walk away with a clear, actionable strategy that puts your customer at the heart of every decision.

Investment: From £600/day
Typical Duration: 3–10 days

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Setup & Implementation Support

Bring your CRM strategy to life with expert setup and automation.

For businesses ready to take action — we help you build, configure, and optimise your CRM systems so everything just works.

From ESP setup to automated journeys, we’ll make sure your data, tools, and campaigns are working in harmony.

What’s included:

  • CRM/ESP setup (Klaviyo, HubSpot, Mailchimp, Salesforce Starter, etc.)

  • Data migration and preference centre setup

  • Automated journeys and triggered campaigns

  • Campaign templates and reporting dashboards

  • Team enablement and handover documentation

Key Outcome:

You’ll launch with confidence — equipped to run your CRM in-house, supported by systems that scale.

Investment: From £900/day or project packages from £3,000

Typical Duration: 2–5 weeks

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Ongoing CRM & Loyalty Partnership

Scale your customer engagement with continuous optimisation.

For established brands who want more than a consultant — a true CRM partner.
We’ll manage and optimise your CRM and loyalty strategy end-to-end, ensuring your programs evolve with your customers.

What’s included:

  • Always-on CRM management and reporting

  • Advanced segmentation and personalisation

  • Loyalty program development and forecasting

  • Cross-channel campaign planning (email, SMS, social)

  • Quarterly reviews and continuous optimisation

💡 You get senior-level expertise embedded in your team — without the overhead of an agency.

Investment: From £1,100/day or monthly retainers from £3,500
Typical Duration: 3–12 months

Not sure which level is right for you?

Book a free 30-minute discovery call and we’ll recommend the best approach for your business, no jargon, no pressure, just honest advice.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!