Work with a business development consultant to understand the customers worth pursuing and turn that research into a manageable next step. CRM consulting connects useful account information, pipeline ownership and follow-up with the way your team works.
Profile target customers and map market opportunities
Plan outreach and relationship development
Review CRM structure, useful account information and ownership
Coordinate pipeline stages, follow-up habits and reporting
Understand the market, buyer journey and relationships already in place.
Agree the account information, stages and responsibilities your team needs.
Build a manageable rhythm of outreach, review and next steps.
Campaign thinking around genuine ingredients, alongside simpler processes for clients and suppliers.
Developing a practical AI second brain and redesigning day-to-day workflows.
We start with the offer, the buyer groups and the relationships already in place. A focused research brief can identify suitable account types, decision-making roles, buying requirements and unanswered questions. The next step is an agreed outreach approach and ownership, with the information recorded where your team can use it. Friend & Burrell’s grower-to-buyer planning provides a relevant example in development.
A CRM review looks at the records you need, what each pipeline stage means, who owns the next action and how handovers happen. We can then agree changes to information structure, review habits and reporting. The scope establishes the system access and implementation responsibilities, with testing and a useful handover for the people maintaining it.
A review starts with your current process and tools. Better account information, clearer stages or more consistent follow-up may help before a change of system is considered. Any system changes are separately agreed.
Describe your current offer, target customers and how an enquiry becomes a next action. It helps to know who owns follow-up and where account information becomes difficult to find or maintain.
We’ll agree the priorities, deliverables and responsibilities before work starts. Explore the monthly support options or talk through a separately scoped project.
