A starter package for organisations taking their first serious step into CRM and customer analytics.

• Data audit & optimisation — assess your existing data sources, quality, and integrations. We streamline structures and remove friction so CRM and reporting can scale without rebuilds later.

• Foundational journeys — up to three end-to-end CRM campaigns designed and automated, showing immediate customer value while creating reusable templates.

• KPI & measurement framework — establish a clear performance baseline, linking customer actions to business outcomes with agreed definitions.

• Ongoing performance insight — monthly reviews of journeys and KPIs, highlighting optimisation opportunities and embedding a test-and-learn culture.

Outcome: A lean but enterprise-grade CRM foundation, giving your teams clarity, confidence, and measurable results without the bloat.

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For organisations ready to expand beyond the basics and embed automation, smarter targeting, and deeper analytics.

• Enterprise ETL & reporting — full data pipelines designed and automated, creating a single source of truth with live dashboards that remove manual reporting.

• Progressive data capture — track and enrich customer profiles over time, increasing personalisation accuracy and long-term value.

• Journey optimisation — refine and expand six or more automated CRM campaigns, applying segmentation and predictive triggers to drive measurable uplift.

• MarTech audit & roadmap — evaluate your current technology stack, highlight gaps, and provide pragmatic recommendations for scale.

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For businesses ready to dominate their niche with advanced AI-driven personalisation and predictive intelligence.

• AI personalisation & segmentation — deploy custom machine learning models to predict behaviour, segment customers dynamically, and tailor messaging at scale.

• Performance dashboards — a unified KPI and analytics suite connecting marketing, sales, and finance to show the true commercial impact of CRM.

• Lifecycle mastery — advanced mapping of customer journeys, from acquisition through to win-back, with automated triggers that maximise retention and revenue.

• Innovation workshops — quarterly sessions to identify new growth opportunities, emerging technologies, and continuous optimisation pathways.

Outcome: A market-leading CRM and analytics ecosystem, powered by AI, built to keep your business two steps ahead of competitors.

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For organisations who need specialist support beyond packaged solutions. Our consultancy offers tailored expertise, exactly when and where you need it.

• AI Consulting — practical guidance on strategy, models, and responsible deployment.

• Automation & Optimisation — streamline processes, improve efficiency, and remove operational bottlenecks.

• Reporting & visualisation — design executive-ready dashboards that link data to commercial outcomes.

• Sustainable Change Management — support teams through adoption, embedding data-driven ways of working.

• Commercial Advisory — translate data insights into revenue growth and cost efficiency.

• Project Management - Six Sigma (Green Belt) in project management.

Outcome: A flexible engagement that plugs critical gaps, accelerates delivery, and ensures your data strategy drives measurable business value.

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