We don’t write reports. We rebuild the operation.
Every engagement follows the same four-phase process. It ends with a working commercial system — not a slide deck telling you what to do and wishing you luck.
Discovery
Before we touch anything, we map the full picture. Not just the tools you’re using — the actual commercial process as it operates today. How leads come in, how they’re handled, how deals are tracked, how quotes are produced, how customers are managed after the sale.
Most businesses are surprised by what this surfaces. Not because anything is hidden — but because nobody has ever looked at the whole picture at once. The pipeline stage that was defined three years ago and never updated. The follow-up process that assumes the salesperson will remember. The reporting that shows activity but not outcome.
- Full map of your current commercial process end-to-end
- Inventory of tools, integrations, and data flows
- Documented pain points from the people who live with them daily
- Clear picture of where revenue is leaking and why
Audit
The discovery gives us the picture. The audit gives us the diagnosis. We go through every layer of your commercial operation — CRM configuration, pipeline design, lead management, marketing attribution, quoting process, reporting, customer journey — and document specifically what’s broken and why.
This is not a general assessment. It’s a specific, prioritised diagnosis. We distinguish between what’s causing real commercial damage right now and what’s suboptimal but not urgent. We give you a clear view of which problems to solve in which order, and why that sequence matters.
- Specific diagnosis of each commercial function (CRM, pipeline, leads, quoting, reporting)
- Prioritised list of issues — critical vs. improvement vs. nice-to-have
- Root cause analysis, not just symptom description
- Scope of work for the redesign phase
Redesign
With the diagnosis complete, we design the new commercial system. Not a generic template. Not “here’s what HubSpot recommends.” A system designed specifically for how your business operates, your sales cycle, your team structure, and your customers’ buying behaviour.
We design the pipeline stages to match how your customers actually progress — not how a CRM vendor’s demo suggested they might. We design the lead management process to match your actual response capacity. We design the quoting workflow to protect your margin without creating friction in the sales conversation.
- Redesigned commercial process documented and mapped
- CRM architecture: stages, fields, automations, user roles
- Lead management workflow with SLAs and assignment logic
- Reporting and dashboard design (what gets measured and how)
- Tool recommendations where current tools need replacing
Implementation
We build it. This is where most consultants hand over a document and leave. We stay and implement. CRM configuration, pipeline setup, automation builds, dashboard creation, process documentation, and team training.
The implementation phase ends when the system is running — not when the design is finished. We define specific completion criteria at the start of the engagement, so there’s no ambiguity about what “done” means. A team that knows how to use it. A manager who can see what’s happening. A commercial operation that doesn’t depend on any single person’s memory.
- Fully configured CRM with live data migrated
- Dashboards and reports built and live
- Lead management system operational
- Quoting workflow standardised and documented
- Team trained and signed off
- Process documentation for onboarding future team members
What the engagement covers
The scope of each engagement depends on the audit findings. These are the areas we work across:
CRM Optimisation
Configuration, pipeline design, user adoption, field structure, and integration with the rest of your stack.
Sales Process Design
Stage-by-stage definition of how a lead becomes a customer. Documented and enforced by the system.
Lead Management
Capture, routing, assignment, follow-up sequences, and SLA accountability.
Marketing Attribution
Connecting marketing activity to pipeline and revenue. Replacing activity reports with outcome data.
Quoting & Proposals
Standardised quoting, margin guardrails, approval logic, and proposal templates.
Dashboards & Reporting
Power BI or native CRM dashboards. Real-time pipeline visibility. No more end-of-month surprises.
Customer Journey
Full map of every touchpoint from first contact to retained customer — and every handoff in between.
Website Optimisation
Does your site qualify leads and support the sales process? Commercial audit and targeted fixes.
Ready to fix your commercial operation?
Fill in a short application. If it looks like a fit, we’ll schedule a 30-minute discovery call and take it from there. No pitch until we’ve both decided it makes sense.