In 14 days, you'll know exactly what your CRM is costing you.

Fixed fee · Two weeks

In 14 days, you'll know exactly what your CRM is costing you.

Two weeks answering two questions. Where is the revenue, and can your system go and get it? We map your addressable market and build your ICP from your own won and lost work, then assess your data, your pipeline process, your stack, and your exposure if AI were switched on tomorrow.

TAM mapping and an ICP built from your own won and lost work
A scorecard across data, process, stack and AI readiness
A prioritised roadmap with a dollar impact against each item
A fixed price and a fixed scope for the build, if a build is warranted
A live readout with your leadership, delivered by both founders
A research agent and 3,000 Clay credits, in a workspace you own
Refunded in full at the readout if you don't think it was worth the fee

Fixed fee

$4,500

Proceed to a build within 30 days and the full audit fee comes off the price. Say at the readout that it wasn't worth it and we refund it. Either way you keep the findings.

Book a call

Jack and Seb collaborate on every audit and deliver every readout together. Four a month. Nothing is payable on the first call.

If it isn't worth $4,500, don't pay $4,500.

At the end of the readout, we ask you one question: was that worth the fee? If the answer is no, the money goes back that day. Say it on the call if you want to, or email us afterwards if you'd rather not say it in the room. You keep the scorecard, the written findings and the roadmap regardless.

No conditions, no form, no negotiation.

You don't have to prove anything or justify the decision, and you don't have to have the conversation in front of your own leadership if you'd rather not. We run four audits a month and we'd rather lose one than have a firm paying us for a report it didn't need.

Six things you'll know that you don't know now.

The audit answers two questions in order. Where is the revenue, and can your system go and get it? Two weeks on your market and inside your HubSpot. No changes, no disruption. Every answer comes with the evidence behind it.

Where the revenue is

01

You don't know how much of your market you're actually reaching.

TAM mapping. We build the addressable list: every firm in your market that fits what you sell, sized and segmented. You'll know how many you have never once touched, and what the ones you did touch turned out to be worth.

02

You know who your biggest clients are. You don't know what they have in common.

ICP analysis. We score your won and lost work against firmographics and behaviour, so the profile comes out of your own history instead of a workshop whiteboard. You'll know which segments to defend, which to chase, and which to stop quoting for.

03

You don't know why the deals you lost were lost.

Deal audit. We work back through your closed pipeline and reconstruct what happened: where deals stalled, which stage they died at, and how much of that was your process rather than your price. You'll know which losses were winnable.

Whether your system can go and get it

04

You don't fully trust your own pipeline number.

CRM audit. We measure duplicates, gaps, decay and ownership, and tell you how much of your CRM is real. You'll know which number you can take to a board and which one you can't.

05

Half your revenue lives in someone's head.

Process and adoption. We find where the process breaks, who routes around it, and why. You'll know what walks out the door if a partner leaves, and which habits have to change before any build is worth doing.

06

The board wants AI. Your data would embarrass you.

AI readiness score. We test what AI would get wrong if it were switched on tomorrow, and who would be in the room when it did. You get a score you can show a board, and your real exposure before it becomes an incident.

Exactly what the two weeks look like.

Under four hours of your team's time in total, and nothing in your portal changes while we're in it.

00

Before we start

A short call to confirm fit and agree a start date. You give us read-only access to your HubSpot, a Clay workspace of your own to build in, and the names of the people who actually use the CRM. If we're not the right people for your situation, this is where we say so, at no cost.

01

Week one, the market and the portal

We map your addressable market and score your won and lost work to build the ICP, while working through your data, your pipeline process, your integrations and your AI exposure. Alongside that, a handful of short conversations with the people who live in the system, so we hear how the work really gets done rather than how the process says it does.

02

Week two, the analysis

We score what we found, write it up with the evidence attached, and put a dollar figure against each gap. We also build the research agent and the skills into your workspace and leave them running. Where a build is warranted, we scope and price it here, against what is actually in your portal.

03

Readout day

We present to your leadership, take questions, and hand over the scorecard, the written findings, the roadmap, and the audit page that holds all of it. Then we ask whether it was worth the fee. If the answer is no, the money goes back that day.

The fee is invoiced and paid upfront, before the two weeks begin.

Yours to keep, whoever you build with.

A personalised audit page

Everything below, built for your firm as a private site rather than a slide deck. You can revisit it and share it internally, so the work survives past the meeting.

A scorecard

Your data, process, stack and AI readiness, each scored against the standard a build would need to hold. One page your board can read.

Written findings

What we found, what it means, and the evidence behind every claim. Plain English, no padding.

A live readout

We walk your leadership through the findings live and take questions in the room, rather than emailing you a PDF.

A high-level change plan

Who has to change what, in what order, and who owns it inside each team. Sized to your firm rather than lifted from a template.

Architecture recommendations

What to connect, what to retire, and what is quietly renewing. The shape your stack needs to be in, and the order to get there.

A roadmap with dollar impacts

Each fix priced by what it costs you to leave broken, ranked in the order we would tackle it. The figures are built from your own numbers, and we show the working, so your CFO can challenge the inputs rather than the conclusion. If the right answer is "do nothing yet," the roadmap says that too.

A fixed price for the build

If a build is the right call, you leave with a fixed quote, confirmed against what we actually found in your portal rather than estimated off a phone call.

And three things you leave running.

Not documents. Working tools, set up in accounts you own, that keep doing the job after the readout. If you never speak to us again, they keep running.

A research agent

Built for your market during the audit and handed over in your own Clay workspace. It keeps finding and enriching the firms that match your ICP long after we have gone.

Customised Claude skills

Reusable AI skills built around how your firm actually works, so your team can run the same analysis we ran without us in the room.

3,000 Clay credits and the credit model

You open your own Clay workspace on our referral link, which puts 3,000 credits in it. We get credits from that referral too, and we would rather tell you than have you find out. You also get the model showing what each enrichment costs and what it returns, so you can top up with your eyes open.

Build with us and the $4,500 comes back to you.

The audit is what sets the build price. You leave the readout with a fixed scope and a single fixed number against it. Proceed within 30 days and the full audit fee comes off that price, so the audit costs you nothing. Wait longer and you keep everything anyway, including a roadmap any competent provider could execute. What you lose after 30 days is the credit. The audit stays paid for, and the findings start ageing against a portal that keeps moving.

Most HubSpot partners will audit you for free.

They will, and it's worth understanding what you're being handed. A free audit is sales collateral. It exists to produce a quote, which means the finding is largely decided before the looking starts, and a proposal is what you keep at the end of it.

This one is paid, so three things change. The findings are yours whether you build with us or not. It's run by the person who would run your build, not passed down. And it's allowed to conclude that you shouldn't spend anything yet. A free audit has no way of reaching that conclusion and staying free.

Then, if you do build with us within 30 days, the $4,500 comes off the price. You end up paying for it only if you don't proceed, and only if you thought it was worth it.

What the wrong build actually costs.

Gartner has put CRM implementation failure at around 50 per cent and Forrester at around 47 per cent. Those numbers count the failures. They don't explain them. What we find in portals is consistent: the data underneath, the process around it and the adoption after it, rather than the software.

So the decision in front of you is whether to commit a build budget and a quarter of your team's attention to a coin toss, or spend two weeks first finding out which side you're standing on.

The audit is a fraction of the build, it comes off the build, and it's refundable. It is the cheapest part of this decision by a wide margin.

Before you book.

Read access to your HubSpot portal, a view of the tools connected to it, and a Clay workspace in your own name for us to build the research agent in. We don't change anything in your HubSpot during an audit. We look, we measure, we report.
Under four hours total across the two weeks. A kickoff call, two or three short interviews with the people who live in the CRM, and the readout at the end. We do the digging; your team keeps billing.
Everything stays in your HubSpot under your access controls. We work under NDA, we don't copy client records to our systems, and nothing is used to train AI models. When the audit ends, our access ends.
Both founders. Jack Northall came from EY, where he worked in change and governance. Seb Hodge came from HubSpot itself. We collaborate on every audit and deliver every readout together. You can reach Jack at [email protected] or Seb at [email protected].
We publish named results with a number against them and the client's sign-off, or we publish nothing. Today there are no client results on our results page, and we'd rather show you an empty page than a vague one. What you can see instead is the system we run our own firm on, and Jack will walk you through our own portal on the call if you ask. The audit itself records your baseline in week one, so anything measured later is measured against where you actually started.
We'll tell you before you pay anything. The audit is built for professional services and manufacturing firms of roughly 30 to 300 people running HubSpot. If you're partway onto it, or still deciding, say so when you book and Jack will tell you on the call whether an audit is worth doing yet or whether you're better off waiting until there's a portal to look at.
Tell us at the readout and we refund the $4,500 that day. Say it on the call, or email us afterwards if you'd rather not raise it in the room. Same day, same outcome, no difference to us. You keep the scorecard, the written findings and the roadmap. No form, no conditions, nothing to prove.
Because a free audit is sales collateral, built to produce a quote, and a proposal is what you keep at the end of it. Paying for this one means the findings are yours whether you build with us or not, it's run by the person who'd run your build, and it's allowed to conclude you shouldn't spend anything yet. If you do proceed within 30 days, the $4,500 comes off the build, so it costs you nothing.
We don't quote a build off a website, because the honest answer depends on the state of your data and how many practices the system has to serve. The audit is what produces the number: a fixed price and a fixed scope, in front of you before you commit a dollar to it. Proceed within 30 days and the $4,500 comes off that price. For firms with several practices, we build the first end to end, then template and tune it across the others, so each one after the first costs and takes less.
Jack and Seb collaborate on every audit and deliver every readout together. Four is what we can do properly in a month alongside builds in flight. We don't hand audits to someone junior to get the number up.

Worth it, or you don't pay for it.

$4,500 fixed. Refunded in full at the readout if you say so. Credited against your build if you proceed within 30 days. Four slots a month, every one run by both founders.

Book a call

Pick a time with Jack.

A short call to scope your audit and confirm the fit. You'll come off it knowing what we'd look at in your portal, when we could start, and whether it's worth doing at all. If it isn't, Jack will say so on the call, before you pay anything.