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AI + CRM transformation

More from your people. More from your systems.

We help companies put AI to work across the business and get more from their CRM. Two specialist services, one hands-on approach: identify what matters, implement it with your team and leave them ready to run it. Work with us on either, or both.

Start with the audit See the method
  • Audit 3-5 weeks
  • Build 3-6 months
  • Based in Spain & Georgia
The gap we sell into

Advice is cheap. Capability is not.

Every firm in this market sells transformation. Almost none leave anything behind that works without them. That gap is the entire business.

What most firms deliver
  • A sixty-slide diagnostic
  • A roadmap nobody inside owns
  • A dependency on the next engagement
  • Knowledge that leaves when the consultant does
What actually changes a company
  • Someone in the room while the work is done
  • The team trained on the tool, not told about it
  • Change management, not a change memo
  • Capability that stays after we leave
Two dimensions + one method

Take one lane. Take both.

CRM is where the return shows up fastest and where we are strongest. AI is the multiplier that makes the lifecycle cheaper to run and sharper to target. Both is a full lift of the company.

Lane 01

CRM transformation

  • Lifecycle design from acquisition to reactivation, mapped and prioritised
  • Enterprise lifecycle platforms: architecture, migration, and real value from what you already pay for
  • Retention and reactivation economics that do not damage the business model
  • Measurement, including where holdouts are not possible
See the CRM lane
Lane 02

AI transformation

  • Where AI actually creates value in how you operate, measured against cost and cycle time, not hype
  • Tooling and architecture: what to buy, what to build, what to ignore
  • People: upskilling, role redesign, new ways of working
  • Governance: data, risk and quality controls that survive an audit
See the AI lane
Why it is one business, not two

AI transformation fails when it has nowhere to land.

Most AI programmes stall at the pilot because nothing they produce touches revenue. CRM is the fastest place in a consumer business for AI to become measurable money: personalisation, lifecycle decisioning, content operations, next best action. We run the AI work and the surface it lands on. That is the whole argument.

  • Pilot to P&L AI work is judged on revenue, not on demos
  • One team, both lanes No handover between an AI vendor and a CRM vendor
  • Proof in weeks Lifecycle campaigns give a read fast
The method + three stages

Audit. Build and embed. Sustain.

The same three stages apply to AI, to CRM, or to both. That is what keeps a boutique from becoming a catalogue.

Read the method in full
  1. Stage 01 3-5 weeks

    Audit & pathway

    Where you are, where the value is, and the order to do it in.

    You own after a scored current-state map, and a prioritised pathway with a business case per step

  2. Stage 02 3-6 months

    Build & embed

    This is the part that is not consultancy.

    You own after a working capability in production, a trained team that can run it, and documentation you own

  3. Stage 03 Ongoing, if needed

    Sustain

    Optional, and we say so. Not every client needs it.

    You own after a quarterly review against the pathway, and a senior line to call

Every engagement

Simple services delivered for your transformation journey.

Three stages by three scopes. That is the whole grid, and it stays that size on purpose.

CRM AI Both
01 Audit & pathway 3-5 weeks
CRM & lifecycle audit 3-5 weeks AI readiness audit 3-5 weeks Full transformation audit 3-5 weeks
02 Build & embed 3-6 months
CRM capability build 3-6 months AI capability build 3-6 months Full lift 3-6 months
03 Sustain Ongoing, if needed
CRM advisory retainer Ongoing AI advisory retainer Ongoing Partner retainer Ongoing
Start here

Start with the audit.

Three to five weeks, sold on its own. A scored map of where you are, a pathway with a business case per step, and a go or no-go on stage two that you make. If the answer is no, that is a real answer and you keep the map.

Start a conversation See every engagement
  • Based in Spain & Georgia Available Worldwide

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