Platform audit

Understand where you are today.

  • CRM architecture review
  • Data quality assessment
  • Integration mapping
  • Recommendations report
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Build programme

Structured delivery against a clear scope.

  • Dedicated project team
  • Fortnightly sprints
  • Migration and integration
  • Training and handover
  • 90-day support
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Ongoing support

Continuous improvement after launch.

  • Quarterly reviews
  • Priority support
  • Platform optimisation
  • New feature rollouts
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Results you can measure

5.2 yrs
Average client tenure
331 hrs
Saved a year through automation
150K+
Contacts migrated
"Their deep HubSpot expertise transformed how we handle lead routing across three regions."
Sarah MitchellHead of Digital, Flight Centre
"Fly rebuilt our entire CRM in three months. The team was exceptional."
James ParkCOO, Reco Surfaces
"The platform audit alone saved us six months of wrong turns."
Anna ChenVP Marketing, Catalyst

Common questions

What is included in the platform audit?
A full review of your CRM architecture, data quality, integrations, automation and reporting. You receive a detailed report with prioritised recommendations and a costed roadmap.
How do you price build programmes?
Every programme is scoped and priced individually. We provide a fixed price based on the agreed scope, timeline and complexity. No hourly billing.
Is there a minimum contract length?
No. Audits are one-off projects. Build programmes run for the agreed duration. Ongoing support is quarterly, cancelable with 30 days notice.
Can I start with an audit and decide later?
Yes. Most clients start with an audit. There is no obligation to proceed to a build programme.

Ready to rebuild how you run

See what's possible