How We Work
A working system in 4 weeks is better than a perfectly planned project that never finishes.
Many CRM projects fail not because of technology, but because of approach. Too much at once, too little practical focus, too long until the first result. We do it differently. Our philosophy is based on years of experience with successful and failed projects. We’ve learned what works – and what doesn’t.
The MVP Approach – Start Fast, Improve Continuously
MVP stands for "Minimum Viable Product" – the smallest functional product. In the CRM world, this means: We start with the essentials and build from there. The traditional approach looks like this: Months of requirements analysis, detailed specifications, elaborate implementation, big-bang launch. Sounds professional – but often doesn't work. The problem: The longer the planning phase, the more changes in the meantime. By the time the system goes live, the requirements no longer fit.
Our Approach: Go Live Fast, Then Optimize
Identify Core Process
What's the most important thing that needs to work? We do that first. Not everything, just the essentials.
Go Live Fast
Typically after 4-6 weeks. A usable system that delivers real value – even if not everything is perfect yet.
Gather Real Feedback
Your users work with the system. They learn what works and what's missing. That's more valuable than any theory.
Improve Iteratively
Based on real experience, we optimize. Feature by feature, process by process. The system grows with your requirements.
MVP vs. Traditional Approach
Our Principles
Results Over Perfection
An 80%-working system that's actually used is better than a 100%-perfect system sitting in a drawer.
Listening Over Talking
We don't come with ready solutions. We ask questions, listen, and understand your situation before giving recommendations.
Transparency Over Surprises
You always know where we stand: What's done, what's next, what it costs. No hidden fees.
Partnership Over Project Business
We think long-term. A CRM project doesn't end at go-live – it's the beginning of a journey.
Pragmatism Over Dogma
Best practices are good – but not every best practice fits every company. We adapt our approach to your reality.
Enablement Over Dependency
Our goal is for you to master your CRM yourself. We train, document, and transfer know-how.
Our Consulting Process – Step by Step
Every project is different, but our proven process provides structure and security.
Potential Analysis (35 min + report)
In the potential analysis, we assess your sales process together. You tell us about your situation, challenges, and goals. Via video call, with a written report.
Potential Analysis (497 euros, 35 min + report)
Structured assessment of your current processes, systems, and challenges. Written report with concrete recommendations. Fully credited toward engagement.
Quote & Project Planning
Detailed project plan with milestones. Transparent cost breakdown (fixed price or time & materials). Clear definition of scope and responsibilities.
Implementation (MVP approach)
Weekly status updates, regular demos and feedback loops. Documentation of all configurations. Typical duration: 4-8 weeks for MVP.
Training & Go-Live
Role-based training (admin, user, manager). Hands-on exercises with real data. Documentation and quick-reference guides. Supported go-live.
Phase 6: Optimization & Support (optional, ongoing)
After go-live, the real journey begins. We stay by your side – for optimizations, new features, troubleshooting, and strategic development.
- Monthly support packages from 500 euros/month
- Regular review calls
- Priority support for issues
- Continuous optimization based on usage data
How We Communicate
Clear Standards for Good Communication
- Weekly status updates: Short written report – what was done, what’s next, are there blockers?
- Regular video calls: Weekly or bi-weekly depending on project phase
- Fast responses: We answer emails within 24 hours
- Shared documentation: All decisions are documented and shared with you
We Work with Your Preferred Tools
- Video calls: Google Meet, Zoom, or Microsoft Teams
- Project management: We work with your tools or bring our own
- Documentation: Google Docs, Notion, or Confluence
- Quick coordination: Slack, Teams, or email
Our Communication Standards
- Proactive communication – we don’t wait for you to ask
- Honesty – even when the message is uncomfortable
- Availability – in your timezone, at reasonable hours
- Clarity – no consultant-speak, just understandable communication
International Collaboration
From our location in Spain, we work with companies across Europe, North America, and beyond. Remote collaboration is our everyday.
- Timezones: We’re flexible. Meetings with DACH clients? No problem. Calls with US West Coast? We do that too.
- Languages: All communication in your language: English, German, or Spanish – fluent and without interpreters.
- On-site appointments: Most work happens remotely. But for important milestones, we’re happy to come to you: Kickoff workshops, go-live support, strategic planning meetings.
Does This Approach Sound Like a Fit?
Find out in a non-binding conversation how we could work together.
Frequently Asked Questions
The MVP approach is flexible – we adapt it to your situation. For heavily regulated industries or complex integrations, we plan more time for the first phase. The principle remains: Test early, learn fast, improve continuously.
That depends on project scope. Typically, we need a main contact person with about 2-4 hours per week during implementation. Plus time for training. We discuss specifics upfront.
In principle, yes, as long as the basics are in place: Sales team exists, willingness for change, realistic expectations. In the initial conversation, we clarify if we’re the right partner.
We address problems openly – from both sides. Most conflicts arise from misunderstandings that can be resolved. If it still doesn’t work out, we’ll find a fair solution.
Through clear processes: Regular check-ins, transparent documentation, defined milestones. You can see at any time where we stand. Screen sharing often makes things easier than on-site.