Your CRM Coach

Helping you avoid project failure

Showing you how it's done - practical coaching and hands-on guidance that keeps your CRM or software project on track.

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What we do

  1. Business cases

    Communicate value to senior stakeholders and focus on high‑ROI initiatives that matter most.

  2. External vendor selection

    Cut through slick demos and sales talk. We arm you with the right questions and help build a relationship based on mutual trust.

  3. Coaching on strong internal governance

    We build your internal team and coach your sponsor, so decisions get made quickly and stick.

  4. Project management

    We help you build, hire and set up your project management team, then give your board an honest view of how it is going.

  5. User adoption and engagement

    Get your people ready with the right training, support, and hypercare during go‑live.

  6. Rescuing broken projects

    Already off the rails? We give you an honest, independent view and help get your project back on track.
What we do

Our Experience

Our Experience

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Your CRM Coach

Helping you avoid project failure

Without an experienced coach, you're setting yourself up to make the same mistakes everyone else has made before you. Your CRM Coach are here to rescue you before things get too dire.

Why would my project fail?

The honest truth is that you're a businessperson, not a CRM implementer. CRM partners are a dime-a-dozen, so how do you set yourself up for success? If you haven't done this before, it's not simple: sure there are technical challenges for you to address but have you truly got your whole organisation ready for change? Do you know what monsters are lurking in your current data? How are you going to train everybody?

Traditional CRM projects fail because they're technology focused.

What are you ignoring if you focus on technology? People. You’re pretending your existing baggage isn't there. You're assuming you have the skills to properly run training. You’re hoping your CRM partner actually understands what you need, not what you say you want (hint: there's a difference).

A dirty CRM secret: the system will never be done. So lean into that: start small, get buy-in from your team, and grow over time. Otherwise, your key internal users will have had enough of the system long before they even start using it. Bringing your key people along for the journey is one of the biggest leading causes for CRM project success!