Investment & next steps
08 / 09
The implementation is structured to reduce operational disruption while creating clear progress throughout delivery. Core foundations are established first so reporting, automation and operational processes are built on stable, scalable architecture from day one.
CRM implementations rarely fail because of software. They fail through unclear ownership, poor process design, inconsistent data structures and low adoption. Senior consultants lead every workstream to reduce these risks before they become operational problems.
The implementation is designed to prevent the operational debt that builds when systems evolve without governance. Reporting drift, duplicate processes, spreadsheet dependency and inconsistent customer journeys become increasingly expensive as the business scales.
A successful implementation is not simply a live portal. It is a system leadership trusts, teams consistently use, reporting that supports decisions, and operational processes that scale without increasing manual overhead.
Total investment
£47,850 + VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT is applied at the point of invoice. A 20% contingency allowance (£9,570) is included in the contract against the implementation fee only, to cover any out of scope activity.
12-month post-go-live support
Set up as a subscription from completion of the project, covering the 12 months after implementation finishes. Invoiced monthly.
Operational Growth Plan · Essentials
Quarterly optimisation, governance and reporting reviews, for smaller teams or steadier paces of change.
Commit for 12 months at signing, save 20%
Locked-in rate for 12 months, billed monthly by subscription (£14,390.40 + VAT in total).
£1,199.20/moWhat's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Nigel Sloam is investing to reach.
Leadership trusts reporting.
Forecast, pipeline and revenue numbers reconcile, board and operators read the same picture.
Teams operate from one commercial system.
Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.
Forecasting becomes proactive.
Pipeline is reviewed weekly, not reconstructed at quarter end.
Automation reduces manual overhead.
Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.
Customer lifecycle visibility improves.
Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.
CRM adoption becomes embedded.
The platform is how the business runs, adoption stops being a project.
Agree next steps
A short working session locks in dates and confirms the architecture.
