What you receive
Map the tools, data and handovers, then connect the agreed parts and document ownership.
Business systems
Your software should work together.
Connect the customer-facing website with the operational tools behind it so that information, ownership and follow-up do not disappear between platforms.
Discuss your project ↗The practical detailsKnow what you’re
Know what you’re
getting into.
A useful project starts with a clear scope, fee and delivery date.
Investment
A written quote based on the agreed scope. Content, migration, integrations and review rounds affect the fee. Recurring platform and software costs are listed separately.
Delivery
Start with one reliable path through the system. Data cleanup and migration are planned as separate tasks when needed.
What I need from you
A list of your tools, the current process, responsible people and the fields you actually need.
An example of the work
Connect website forms to a CRM record with source, owner, stage and the next action visible in one place.
Handover and support
The proposal confirms access, ownership, licences, documentation and any included support. Additional changes and ongoing care are agreed separately.
The principle
A good customer journey needs a good internal journey.
When systems are disconnected, teams copy information manually, prospects wait and nobody trusts the reporting. We map the handovers and create a simpler operating model around the tools worth keeping.
What this needs to achieve
01
Create a reliable source of customer data
02
Clarify lead ownership
03
Reduce duplicate manual entry
04
Connect forms to useful follow-up
05
Improve pipeline visibility
06
Make reporting easier to trust
The work
Connected from the first decision to the final handover.
System map
A clear picture of tools, data, handovers, owners and the gaps between them.
CRM structure
Practical stages, fields, routing and follow-up built around the actual sales process.
Integration
Connect forms, calendars, email, e-commerce, analytics and operational tools.
Documentation
Give the team a simple working model they can understand and maintain.
The connected view
Your business sits at the centre of the system.
The work changes by project. The need to connect discovery, experience, conversion, operations and retention does not.
YOUR
BUSINESS
BUSINESS
DiscoveryGoogleContent
ExperienceWebsiteLanding pages
ConversionFormsSales
OperationsCRMAutomation
RetentionEmailCustomers
Useful questions
Before we begin.
01Do we need to replace our current tools?+
Not necessarily. We look for the smallest reliable system. Existing tools are kept when they fit the job and can be connected sensibly.
02Can you help choose a CRM?+
Yes. The decision should follow the sales process, reporting needs, team capacity and integration requirements, not the longest feature list.
WIDELINE / Digital Growth & Systems Studio