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Engagements

Simple services delivered
for your transformation journey.

Three stages by three scopes. Everything we do is on this page, and the list stays this size on purpose. A boutique that keeps adding to the grid becomes a catalogue, and a catalogue cannot be good at anything.

  • 3 Stages
  • 3 Scopes
  • 1 Grid
01 + Audit & pathway 3-5 weeks

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

Fixed scope, sold on its own, ends in a go or no-go on stage two. Whichever scope you pick, you receive a scored current-state map, a prioritised pathway with a business case per step, and a decision you own.

  • CRM

    CRM & lifecycle audit

    Lifecycle mapped acquisition to reactivation, platform architecture reviewed, retention and reactivation economics sized

  • AI

    AI readiness audit

    Capability, tooling, data and team assessed, value mapped against cost and cycle time, governance gaps named

  • Both

    Full transformation audit

    Both lanes in one pass, with the sequencing decision between them made explicitly

Whichever scope
  • A scored current-state map
  • A prioritised pathway with a business case per step
  • A decision you own
02 + Build & embed 3-6 months

This is the part that is not consultancy.

Hands-on delivery with your team in the room. Whichever scope you pick, you receive a working capability in production, a trained team that can run it, and documentation you own.

  • CRM

    CRM capability build

    Lifecycle and platform work built and shipped with your team, adoption and incentives included

  • AI

    AI capability build

    The capability designed in the audit, built into the operation, with governance that survives an audit

  • Both

    Full lift

    Both lanes together. One team, one pathway, no handover

Whichever scope
  • A working capability in production
  • A trained team that can run it
  • Documentation you own
03 + Sustain Ongoing, if needed

Optional, and we say so.

Not every client needs this. If you do not, we tell you. Each retainer is a senior line to call, a quarterly review against the pathway, and escalation cover.

  • CRM

    CRM advisory retainer

    Cover for launches, migrations and platform changes

  • AI

    AI advisory retainer

    Cover for model, tooling and governance changes

  • Both

    Partner retainer

    Both lanes, one senior relationship, reviewed quarterly against the pathway

How to choose

You only ever choose stage one.

Almost nobody can pick the right build before the audit, and we would not trust the ones who can. Pick the audit that matches your suspicion. If the audit finds the value somewhere else, the pathway says so before any money is committed to a build.

You own retention and the lifecycle is the constraint
CRM & lifecycle audit
You have AI pressure from above and no revenue line under it
AI readiness audit
You do not know which of the two is the constraint
Full transformation audit
You have had the audit and the business case holds
Build and embed
You have the capability and want a senior line to call
Advisory retainer
What is not on this list

We do not add to this grid.

The list above is complete. If you ask us for something outside it, we will either tell you who does it or tell you not to buy it.

  • We do not sell software, and we do not resell platform licences.
  • We do not staff a seat indefinitely. Build and embed has an end date.
  • We do not take a build without an audit behind it.
  • We do not add a cell to the grid to fit a brief.
Next

Name the cell and we will scope it.

Tell us which cell looks closest. If none of them do, say so. We will tell you whether we are the right firm.