Plan is the first layer of the Agentic Growth Stack

We start with your data: a quantified ROI model and architecture blueprint, ready for management approval.

Explore Plan Services

Plan services

The four services in Plan

Before a platform is built or an agent goes live, we clarify where your company stands: Which data is reliable, which processes are sustainable, and which use cases are worthwhile first. The result is not a set of slides, but a quantified business case and a roadmap that management can use to make decisions.

Data & AI Readiness

Positioning before the first euro: data quality, system landscape and use cases evaluated, with ROI model and prioritized roadmap.

Platform & Custom Software Design

Target architecture for platform and in-house development: what HubSpot handles, what in-house software provides, and how both interact.

CRM Strategy & Process Design

Sales, marketing and service processes are designed to be mapped in the CRM, instead of existing alongside it in spreadsheets.

Agentic Operating Model

Roles, responsibilities and guidelines for working with AI agents, defined before the first agent goes into production.

If at least one of these points applies, an initial consultation is worthwhile.

Two colleagues stand at a wooden counter in an office tea point, looking down at a tablet lying flat on the wood between them.

the Plan services suit you if…

You want to invest in AI, but the ROI has not yet been quantified.

Two colleagues at a shared desk turn their laptops inward so both screens stand side by side, one pointing from one screen across to the other.

the Plan services suit you if…

Your data is stored in multiple systems and nobody knows the complete customer profile.

An empty project room with rows of blank sticky notes on the wall, several fallen to the floor, a dark wall screen and chairs pushed back from the table.

the Plan services suit you if…

Previous proof-of-concept projects fizzled out without ever being implemented.

A woman stands beside a large wall display in a glass-walled meeting room, one hand raised towards it, talking to two seated colleagues with an open laptop.

the Plan services suit you if…

A decision is pending that requires a sound basis.

A close view of two hands at a desk, one on a laptop trackpad, the other holding a pencil over a notebook of hand-drawn boxes and connecting lines.

the Plan services suit you if…

It is unclear what the platform will handle and what will remain in-house development.

FAQ

Frequently asked questions about Plan

What does the Plan layer cover?

Plan covers four services: Data & AI Readiness, Platform & Custom Software Design, CRM Strategy & Process Design and the Agentic Operating Model. Together they produce a target picture, an architecture and a prioritised roadmap.

Do we have to start with Plan?

Not necessarily. If the target picture and the architecture are already in place, you can start straight with Build. Where a sound basis for the decision is missing, Plan saves more time later than it costs.

What do we get out of it?

A quantified business case with effort and impact, an architecture blueprint and a roadmap prioritised by impact. Ready for approval, with no open day rates.

What happens after Plan?

Plan is followed by Build, Operate and Automate. The roadmap sets out which step delivers the biggest lever first.

The Agentic Growth Stack

If Plan isn’t your match, three more phases follow.

We build the platform: CRM, custom software and the data flows between them, properly integrated instead of side by side.

We embed operations, adoption and security in everyday work, so the platform is carried by the team after the rollout.

Agents take over recurring work, monitored and measurable, with clear rules for governance and compliance.

Two people work at one standing desk from opposite sides, one typing on a laptop, the other turning a portable monitor on a stand towards her.

A woman sits in an operations room after hours looking up at a bank of three wall-mounted monitors, one hand on a mouse, a phone beside her.

An empty chair pushed away from a desk after dark, two monitors and a docked laptop still awake in an otherwise empty open office.

first step

The first step towards an agent-native company.

In the Enterprise Discovery Workshop we develop a clear target picture and a business case that holds up, in a matter of days. Fixed price, no open-ended day rates.

Smiling man in a dark blue suit in a bright office.

Rather talk first?

We get back to you personally.

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