3–6 WEEKS · FIXED SCOPE · PRICING ON REQUEST
CRM Technical Setup
Senior advisory on the technical foundation under your CRM.
Most CRM teams are sold a platform by a sales rep, and live with the consequences for five years.
You are choosing a CRM platform, planning a migration, or stitching your data together to make your current stack actually work. The decisions you make in the next six to eight weeks will shape what your lifecycle function can do for the next five years.
This is where senior, vendor-neutral judgement matters. Most CRM platforms are sold on demo, not on fit. Most data integrations are stitched together by whoever was available, not designed for the use cases that drive revenue. This advisory engagement is the senior input you should have before you sign the contract, or, if you are stuck with the wrong setup now, the structured advisory to get out of it cleanly.
This is for you if:
- You are choosing a CRM platform — Braze, Iterable, MoEngage, CleverTap, Customer.io, Klaviyo, Salesforce Marketing Cloud — and want senior, vendor-neutral judgement before signing
- You are planning a migration from one platform to another and need a senior advisor to design the move
- Your data lives in a warehouse and your CRM cannot use it, and you need someone to design the integration architecture
- Your event taxonomy is broken, inconsistent, or platform-fragmented, and your campaigns suffer for it
- You are deciding what to build, what to buy, and what to stitch together — and you want senior input before you commit budget
How it works.
Week 1 — Requirements and Diagnostic
Senior interviews with your CRM, data, product, and engineering leads
Audit of your current technical setup: platform, data sources, integrations, event taxonomy
Document the requirements that actually matter for your use cases, scale, and roadmap
Weeks 2–3 — Vendor Selection or Migration Planning (where applicable)
Vendor scorecard across the platforms that fit your requirements
Cost and TCO modelling over three years — list price vs real cost
RFP design and shortlist support
Negotiation guidance
Migration plan if applicable — sequencing, risk assessment, parallel-run strategy, cutover, rollback
Weeks 3–5 — Data and Event Architecture
Event taxonomy design — canonical names, properties, governance
Implementation guide for engineering
Data warehouse to CRM integration architecture — Snowflake, BigQuery, Redshift, Databricks
Reverse ETL strategy — Hightouch, Census, or in-house
ML model output to CRM segment activation
Third-party API integration design — payments, identity, in-app purchase platforms
Week 6 — Senior Leadership Presentation
Build the technical advisory deck with architecture diagrams and rationale
Presentation to your senior leadership, designed to secure budget and engineering commitment
Deliverables.
- Technical Advisory Document — recommendations, architecture diagrams, rationale
- Vendor Scorecard and Selection Memo — where applicable
- Migration Plan — where applicable, with timeline, risks, and rollback strategy
- Data and Event Taxonomy — where applicable
- Integration Architecture Diagrams
- TCO Model — over three years
- Senior Leadership Presentation
A technical foundation that will scale with the strategy.
You leave with the technical decisions made deliberately, not reactively. Your platform fits your use cases, your data flows where it needs to, your event taxonomy is governed, and your team has the architecture diagrams they need to execute. The five-year decision is made with senior judgement, not sales-rep optimism.
Pricing on request. Free 30-minute scoping call first. Pricing on request. Free 30-minute scoping call first.
Start the technical advisory →