Quotes that go cold
Quotes are built in Word or a spreadsheet, sent, and then nobody chases them. A simple quote pipeline with automatic follow-ups usually wins back more work than any other single change.
Free CRM Readiness Audit
Find out if you’re ready for a CRM, what it will cost, and what to fix first. In 7 days.
For UK businesses with a real sales or service process: construction and trades, recruitment, professional services, manufacturing, distribution and similar.
Most owners don’t know which CRM to choose, what it really costs to set up, or whether they need outside help. Those who already have one usually use a fraction of it. Start with the 3-minute scorecard below and get your readiness report straight away.
The problem
The software is the easy part. The process is where projects fail.
Most CRM projects follow the same path. The business researches tools, sits through demos, compares prices and picks the one that looks best. Then it spends months setting it up and training people, and six months later the team is back in spreadsheets and inboxes.
The cause is nearly always the same. The tool was chosen before anyone had written down how the business actually wins and keeps customers.
How do enquiries come in? Who follows them up, and when? How is a quote produced and chased? What happens after the job is done? Until those answers are clear, no CRM will work properly for you, including ours.
The audit
Before you look at a single CRM, do this first.
We spend a few hours with you working out exactly how your business runs day to day. It’s a structured conversation that gives us a clear picture before we recommend anything. We map every stage your customer moves through.
Stage 1EnquiryWhere leads come from and who picks them up
Stage 2QuoteHow you price, send and chase proposals
Stage 3DeliverHandover from sales to the people doing the work
Stage 4RetainRenewals, repeat work and referrals
CRM readiness scorecard
Score your business in 3 minutes.
Answer honestly. Your score and cost estimate update as you go. At the end you’ll get a full report showing where you’re strong, what to fix first and what a CRM would cost you in year one.
Nearly there
Where should we send your report?
Your report appears on this page as soon as you submit. We’ll also email you a copy, and if it looks like we can help, we’ll invite you to book your free audit. No sales call unless we both think it makes sense.
What the full audit gives you
Exactly what you walk away with.
A written report built around your business, not a generic summary. It’s yours to keep whether you work with us or not.
A map of how your business really works
Every stage your customer goes through, from first enquiry to repeat work. Most owners have never seen their business drawn out this way, and it’s often the most valuable part of the session.
One clear recommendation
Not a shortlist of popular names. One recommendation, with a plain explanation of why it suits your process, team size and budget. If that isn’t Cadence CRM, we’ll say so.
What to change before you implement anything
The step most suppliers skip. If a process needs fixing before software can help, we’ll tell you what it is and the order to tackle it in.
An itemised cost estimate
Setup days, data migration, training and licences, broken down line by line. Use it with us or take it to any other supplier. No invoice attached.
A referral if we’re not the right fit
If we’re not the best people to help, we’ll say so and point you to someone in our network who is. We’d rather lose the project than do it badly.
Who this is for
The audit isn’t for everyone. Here’s how to tell.
Book an audit if…
- You run or manage a small to mid-sized business with a real sales or service process
- Two or more people are involved in winning or delivering work
- You’re considering a CRM for the first time, or a previous one never stuck
- You’re open to an honest conversation about how the business really runs
- Turnover is around £250k or more, or you’re growing towards it
Never used a CRM? That’s fine. Working that out is our job, not yours.
Skip it if…
- You’re a sole trader with no plans to build a team (try our 21-day free trial instead)
- You want a tool switched on quickly without thinking it through
- You’ve already signed with a CRM supplier and only need setting up
How it works
Three steps. No commitment until you decide there is one.
13 MIN
Take the scorecard
Answer a few questions about your team, your process and your data. You get your readiness report on screen straight away.
230–45 MIN
A short call
If the scorecard suggests we can help, we’ll invite you to a free call. No presentation and no pitch, just a conversation about your situation.
35–7 DAYS
The audit and your report
A 3–4 hour working session, on site in Kent or remotely, where we map your process together. Your written report follows within 5 to 7 working days.
What we see in practice
Every business is different in the detail. Most share the same few problems.
Candidates you can’t find fast
CVs sit in inboxes and tickets expire unnoticed. Searchable trades, locations and qualification expiry dates turn a morning of phone calls into a two-minute search.
No clear view of the pipeline
Work arrives through referrals and relationships, but nobody can see which opportunities are stalling. Clear stages and a weekly pipeline view fix most of it.
Repeat customers drifting away
Regular accounts quietly stop ordering and nobody notices for months. Reorder reminders and account reviews protect the revenue you’ve already won.
The honest answer
Why is it free?
“There has to be a catch.”
There isn’t one. Some of the businesses that go through the audit choose to work with us on the implementation, and that’s how we earn our living. The audit is how we show you what we can do before you commit to anything.
I’ve built several businesses past £1m turnover, and I spend most of my week inside other people’s businesses setting up sales processes. Showing you beats telling you. You leave with a real piece of work that took real expertise to produce.
If you decide not to work with us afterwards, that’s completely fine. You keep everything. No invoice, no endless follow-ups, no pressure. All I ask is that you come ready to talk openly about how your business works.
Nicholas Bills
Start here
Not sure if you’re ready? That’s exactly what the scorecard is for.
Three minutes, an instant report, and no sales call unless we both think it makes sense. Not tied to any one CRM.