From how it really runs to a system that carries it.
The current state first
We record the processes as they actually run today, including the detours through spreadsheets, inboxes and word of mouth. Out of that comes a process map from first contact to existing customer.
Then we design the target picture
Pipelines, lifecycle stages and a data model that carries the processes. Every stage has defined criteria, every field has a purpose, and whatever nobody maintains is removed.
Metrics and forecast are defined with it
Leadership should be able to trust the system rather than a side calculation of their own. The result is the functional brief for the CRM implementation.
Four deliverables the implementation can build on.
Process map
Sales, marketing and service as end-to-end processes, from first contact to existing customer.
CRM target picture & data model
Objects, pipelines and lifecycle stages defined so the CRM carries your processes instead of bending them.
KPI set & forecast logic
Metrics with clear definitions and a forecast leadership trusts, without a side calculation in spreadsheets.
Rollout plan
Prioritised steps for delivery: what goes into the CRM first, what follows and how success is measured.
Frequently asked questions about CRM Strategy & Process Design
Three more services in Plan
If Plan is not the right starting point for you, explore the other phases of the Agentic Growth Stack as well.
AI Transformation Strategy & Roadmap
Positioning before the first euro: data quality, system landscape and use cases evaluated, with ROI model and prioritized roadmap.
AI Operating Model
Roles, responsibilities and guidelines for working with AI agents, defined before the first agent goes into production.
Platform & Software Design
Target architecture for platform and in-house development: what HubSpot handles, what in-house software provides, and how both interact.
