On-Demand Advisory

Most B2B teams are sitting on CRM and marketing platforms they only partially use. Not because the technology is wrong, but because the setup was rushed, the training was generic, or the team never had time to optimize properly.

On-Demand Advisory gives you access to senior expertise exactly when you need it — for a specific problem, a strategic review, or a team training session — without committing to a monthly retainer or a long engagement.

What On-Demand Advisory Covers

Advisory sessions are structured around your specific situation. A session is not a general consultation — it is a focused, time-boxed engagement with a clear objective, defined output, and accepted deliverable before work begins.

Common advisory engagements include:

CRM and platform reviews — A structured audit of your current setup against best practices. We assess data quality, workflow logic, automation rules, user adoption rates, and reporting accuracy. The output is a prioritized action plan with specific recommendations, not a generic assessment.

Marketing stack health assessments — We map your current tech stack, identify redundant tools, underused capabilities, and integration gaps. Many teams are paying for features they never configured and missing value that is already available to them.

Adoption training sessions — Built around real user workflows, not software demos. We run role-based sessions for admins, power users, and end users — focusing on the specific tasks each group needs to perform efficiently.

Strategic advisory — For teams facing a specific challenge: a CRM migration, a new automation initiative, a reporting overhaul, or a process redesign. We work through the problem with you, provide a clear recommendation, and document the approach.

How a Session Works

1. Book a Requirement Discovery Session — A 60–90 minute session to define the problem, agree on scope, and produce a credit quotation. This session itself is 100 credits.
2. Review and approve the quote — You receive a written scope with acceptance criteria, estimated hours, and credit cost. Approve when ready.
3. Delivery — We complete the agreed work and deliver the output.
4. Acceptance — You review the output against the acceptance criteria and confirm completion before credits are consumed.

Who This Is For

On-Demand Advisory is a strong fit for teams that:

• Have a CRM or marketing platform that is not performing as expected
• Need expert input on a specific decision without hiring a full-time consultant
• Want structured training for a team that has grown or changed roles
• Are planning a new initiative and want an independent review before committing
• Have run into a technical or process challenge and need a faster path to resolution

It is not a fit for teams that need continuous, hands-on managed delivery. For that, the CRM & Revenue Operations or Email Revenue Operations services are a better match.

Platforms We Work With

Advisory sessions cover all major B2B CRM and marketing platforms including HubSpot, Salesforce, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Mailchimp, ActiveCampaign, Klaviyo, Brevo, and Instantly.

If your platform is not listed, book a discovery session and we will confirm whether we can assist.

Typical Credit Consumption

| Deliverable | Credits | |---|---| | Requirement Discovery Session | 100 | | Strategic Advisory Session | 100 | | Adoption Training Session | 200 | | CRM Health Assessment | 750 | | Marketing Stack Review | 500 |

Credits are purchased in bundles — 5,000, 22,000, or 60,000 — and drawn down as work is delivered and accepted.