Who this is for
Head of sales, marketing or customer success, or a founder, at a 10 to 200 person B2B firm with no dedicated revenue-operations hire, authority to approve changes and a CRM that people have stopped trusting.
Leads or renewals fall through, reports are argued over, and nobody owns the steady care of the CRM and the mail around it.
The result
For one CRM, each month your lead owners, junk-lead holds, data-quality lists, mail-sending checks and report commentary are kept tested and reported on, and up to two bounded items you choose from a defined list are delivered and accepted, with a written summary. We propose, test and report; your people approve and apply every change, except the one small monthly lead-routing repair, made with the edit access and approval set out on that service's page.
What is included
- One CRM, one sending domain and one report pack
- The monthly lead-ownership check, junk-lead hold re-test, data-quality lists, mail-sending check and report commentary, with up to one small lead-routing repair a month made with your approval; HubSpot for the lead-routing service
- Up to two bounded items a month, one active at a time, from the listed jobs. A bounded item is one listed job at no more than its starting scope, and the two together are worth no more than GBP 450 at their listed one-off prices (starting prices for jobs priced "from"); a larger item is quoted separately
- Four of the included monthly services need a one-off job run first: the routing repair (GBP 245) if you have no written rule table, the commentary job (GBP 149), the junk-lead hold job (GBP 295) and the three data-quality lists (starting prices GBP 245, 149 and 295). Those jobs use the monthly items and the GBP 450 allowance, so with none run yet the full set of monthly services is not running before about the third or fourth month
- A written proposal that fixes the cycle, the expected timing of each item and the monthly capacity
- A monthly summary of what was tested, delivered, held and acted on
You receive
- The monthly lists, records and commentary
- Each accepted item with its evidence
- A monthly summary with the counts: new leads owned at the weekly check, junk held and released, duplicates outstanding, stale deals listed, spam rate, unknown senders
- The count of our lists that your people acted on
What is not included
- Merging, deleting or bulk-reassigning records, or changing a live workflow, sequence or property: your administrator does that. The one exception is the lead-routing service's monthly repair, made with the edit access and approval set out on that service's page
- Sending any message to a person, or posting a review reply
- Changing an ad budget, bid or campaign
- Recording or joining a call, or buying, scraping or enriching person-level data
- A questionnaire answer your named approver has not approved, or any certification or compliance claim in a questionnaire
- Any promise about revenue, pipeline, conversion, win rate, response time, forecast accuracy, search ranking or inbox placement
- Out-of-hours cover or any guaranteed response time
What we need from you first
- The CRM, its plan and roughly how many records and users it has
- The paths new leads arrive by, and the tools that send mail as you
- The backlog of small jobs you have in mind
- Who approves lists and items, and who applies changes
- Your response to the proposed monthly price
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- Each month every included service delivers its own record, and each record meets the acceptance checks of the matching standing service.
- Each delivered item meets the acceptance checks of the matching job and is accepted or sent back by you.
- Each month no more than two items were delivered or started, and their listed one-off prices add up to no more than GBP 450.
- The monthly summary reports how many of our lists your people acted on, and no change was made in your systems by our access other than the approved lead-routing repair.
You read each record, accept or send back each item and read the monthly summary.
When we would stop or decline
- You want outbound sending, autonomous writes to the CRM or a revenue guarantee
- Your people do not act on the lists for three months running
- The agreed items regularly exceed two a month or GBP 450 of listed jobs, so we agree a different scope
- The records hold special-category data
Questions
Is this a full revenue-operations team?
No. It keeps a defined set of checks and lists running, and delivers up to two small items a month. Your administrator applies every change.
Does it email my leads or change my CRM?
No. Nothing is sent to a person, and nothing is merged, deleted or changed by us apart from that one approved monthly lead-routing repair. Drafts and lists are for your people.
Can I buy the parts separately?
Yes. Every monthly service and every listed job is available on its own. The proposed lane price equals their listed prices added together at full use, so it adds one arrangement with a cycle and monthly capacity confirmed in writing, not a discount.
Do you promise more pipeline or revenue?
No. We report counts, such as leads owned and lists acted on. We promise no revenue, win rate or response time.
What about security questionnaires?
Yes, as optional items inside the monthly allowance: a first draft of a customer's questionnaire built only from your approved answers, or a reusable answer library built from your own policies. Every answer cites your own approved answer or policy, gaps are left blank for a named person, and no certification or pass is promised.
Price and terms
Quote after scope check. Payment, billing, cancellation and renewal are agreed in the written proposal before the engagement starts. No charge, reservation or automatic subscription begins from an enquiry.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.