Services
CRM Support Partnership
Supporting you and your CRM – Keeping it useful
Ensuring your system stays healthy, trustworthy and useful as your organisation evolves, is crucial to its ongoing success.
The Kaizen Approach
The Japanese concept of Kaizen emphasizes that continuous improvement prevents larger problems from developing.
We like it. So, we have created a series of packages to offer to level of support appropriate to your needs.

Why Ongoing Care Matters
Care is cheaper than repair. What you maintain will serve you; what you neglect, you will eventually lose.
A lot of the work we have done over the years has been to rescue unmaintained databases which can become big and expensive projects. We want to help avoid that.
When This is Right for You
- People move on or change roles - knowledge gets lost
- Processes drift
- Data quality has degraded
- Reporting is not reliable
- Improvements get pushed back
- Trust slowly seeps away
- People find their own solutions… SPREADSHEETS!
- A data team that is constantly under stress
- Knowledge is concentrated in one person
- You want continuity without over - commitment
- No capacity for development
- Nobody has clear overall ownership
- A full-time CRM manager is not an option

What You Get
A dedicated monthly allocation of consultancy time
Regular review and planning meetings
Proactive CRM health monitoring
A prioritised development and improvement backlog
Hands-on support, problem-solving and development
Access to expert advice between scheduled sessions

What You’ll Have Over Time
- A CRM that continues to support your work
- Growing confidence across your team
- Fewer workarounds and fire-drills
The Packages
Included Time
What's Included
Essentials
£500 monthly charge
Leadership
£780 monthly charge
Leadership +
£1460 monthly charge
- 5 Hours
- 1 Hour
- 1 Hour
- 1 Hour
- 4 Hours
- Regular review meetings (Monthly/Quarterly)
- CRM health checks
- Data quality and housekeeping oversight
- Advice for users and administrators
- Light backlog management
- Access to expert support between sessions
- 1 Hour Strategic Call
- 1 Hour Mentoring/Management Check-in
- Central Management/Overview
- Up to 4 hours per month project work
- Quarterly Face2Face
The Packages
Essentials
£500 monthly charge
-
5 hours / month / quarter
Includes:
- Regular review meetings (Monthly/Quarterly)
- CRM health checks
- Data quality and housekeeping oversight
- Advice for users and administrators
- Light backlog management
- Access to expert support between sessions
Leadership
£780 monthly charge
-
6 hours / month / quarter
Includes:
- Regular review meetings (Monthly/Quarterly)
- CRM health checks
- Data quality and housekeeping oversight
- Advice for users and administrators
- Light backlog management
- Access to expert support between sessions
- 1 Hour Strategic Call
- 1 Hour Mentoring/Management Check-in
Leadership +
£1460 monthly charge
-
12 hours / month / quarter
Includes:
- Regular review meetings (Monthly/Quarterly)
- CRM health checks
- Data quality and housekeeping oversight
- Advice for users and administrators
- Light backlog management
- Access to expert support between sessions
- 1 Hour Strategic Call
- 1 Hour Mentoring/Management Check-in
- Central Management/Overview
- Up to 4 hours per month project work
- Quarterly Face2Face
