Questions we hear
The same questions come up on most first calls. Here are the answers we give.
How do we start working together?
It starts with a scoping call. We ask what your CRM is meant to do, what is live today and where it stops short, then come back with a written proposal covering scope, the split of ownership and the fee.
What does it cost?
Every retainer and every project is priced individually, from the scope we agree on the call. The fee is written into the proposal and agreed before anyone starts work.
How long does it take?
That depends on the scope, the state of your data and how the work is split between our team and yours. We estimate it after the scoping call rather than quoting a standard number here.
Which platforms do you work in?
Engagement platforms: Braze, Bloomreach, Insider and Maestra. Data activation: Hightouch. Warehouses: Snowflake and Databricks. We work inside your instance, not ours, and we do not rank the tools: the right one depends on what you are building.
How do you work with our in-house team?
As an extension of it. The split is agreed per client: some teams keep strategy and assets and hand us the build, others hand over the whole programme. We work in your calendar, your ticketing and your Slack either way.
Do you sign NDAs, and how do you handle our data?
Yes, we sign NDAs. Your data stays in your platforms and your warehouse; we do not copy it into ours. Access is scoped to the people doing the work and removed when the work ends.
What is the difference between Execution and Optimisation?
Execution runs your CRM programme, and ongoing optimisation is part of that retainer. The Optimisation page is for specialised requests and one-off challenges: a stalled metric, a deliverability problem, a journey that stopped converting.
Can you take over an existing setup?
Yes. We start with an audit of what is configured, what is sending and what is quietly broken, then agree with you what to keep before we change anything.
Have a different question?
Tell us about your CRM and we will answer on a scoping call.