Customer Platform Assessment
£950
A current-state review of your customer platform, and a prioritised list of what to fix first, what it is worth fixing, and what your platform's AI features would be able to do once it is fixed.
We work across HubSpot, Pipedrive, ActiveCampaign and Workbooks, so the assessment reads the platform you already have rather than assuming a particular one. You keep the report either way.
The fee comes off your managed service in full if you start one within 60 days, so the assessment costs nothing if it leads where it usually leads.
- Data model health: properties, associations, lifecycle stages, duplicates and record ownership
- One revenue-critical process mapped end to end, with its owner, the context it needs, how a record moves and what marks it complete
- AI readiness: what the AI features in your platform would actually be able to read today, and what is missing before they are worth switching on
- On HubSpot, a Context Home completion score and remediation list; the equivalent context review on Pipedrive, ActiveCampaign and Workbooks
- Three to five agent and automation candidates, each with the data it depends on and an expected credit range
- Quick wins available within 30 days, the shape of a 90-day improvement programme where the findings need one, and a recommended managed service level
- A written report you keep, whether or not you go any further