The build menu
Systems that make the next move
obvious.
Six services, one job: every lead, deal and invoice knows what happens next — without someone having to remember.
One customer, start to finish
Harlow & Reed Joinery
3 / 6 moves
✓
Enquiry captured
Website form → CRM, owner assigned
Website
✓
One record, no duplicates
Matched to the existing contact
CRM
✓
Quote followed up
Day 3 nudge, stopped when they replied
RevOps
Deal won
Stage moved, team notified
CRM
Project and invoice raised
Folders built, deposit invoice sent
Automation
Data checked monthly
Fields, owners and reports kept true
Management
Next move
Deal won
Six doors
Six ways we rebuild the revenue system.
01 · CRM implementation
Build the source of truth people actually use.
Pipeline architecture that mirrors your actual sales motion
Ownership and routing logic, so every lead has a next step
Dashboards the owner actually opens
The outcome
One place the whole team trusts — and actually opens.
How the work moves
Four steps, every time.
01
Diagnose
Map what actually happens
We trace how things really move today, workarounds included.
02
Design
The fix, on paper
Signed off before anything gets built.
03
Build
Configured and connected
Tested end to end, not just demoed.
04
Adopt
Training and a settling-in period
A system nobody uses is a subscription, not a fix.
Works with what you run
The tool is the last decision, not the first.
We're not married to a platform. We're married to the pipeline being true.
CRM & sales
HubSpot Pipedrive Apollo Clay Instantly
Commerce & payments
WooCommerce Shopify Square Stripe
Finance & docs
QuickBooks Xero PandaDoc Google Sheets
Ops & files
Accelo Asana ClickUp Slack Google Drive
Web
WordPress Webflow Shopify
Bring the mess. We'll bring the map.
One call. We map what's leaking before anything gets built.