Know what to fix first, and why
Most businesses we meet are not short of tools. They are short of a plan that ties those tools to commercial goals. Budget goes into a new website when the real leak is slow follow-up, or into more ads when the tracking cannot tell you which ads work.
Our strategy work starts with evidence. We audit your website, marketing, customer journey, CRM and internal processes, then give you a written roadmap: what to change, in what order, what it will cost and what result to expect.
- A plain-English audit of your current digital setup
- A prioritised roadmap tied to revenue and capacity goals
- Platform recommendations with honest pros and cons
- An implementation plan you can run with us or in-house
What the engagement includes
Digital audit
We review website performance, SEO health, ad accounts, social presence, CRM data quality and reporting, and document where enquiries and time are being lost.
Customer journey mapping
We map how prospects find you, enquire, get followed up and convert, including every hand-off between marketing, sales and operations.
Goals and measurement
We agree the numbers that matter, such as qualified enquiries, cost per lead, conversion rate and sales cycle length, and how each will be measured.
System selection
We recommend the website platform, CRM, automation and reporting tools that fit your team, budget and growth plans.
Transformation roadmap
A phased plan with priorities, dependencies, budget ranges and timelines, so you can approve work in sensible stages.
Implementation planning
Scopes, responsibilities and success criteria for each phase, ready for us, your team or another supplier to deliver.
Want help with Digital Strategy & Transformation? Tell us where things stand and we will recommend a sensible first step.
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What you walk away with
At the end of the engagement you own a document your leadership team can act on. Typical deliverables include:
- Audit report with findings ranked by impact
- Current and future-state customer journey maps
- Recommended technology stack and integration map
- A 90-day action plan and a 12-month roadmap
- A measurement plan with clear KPI definitions
How the engagement runs
- Discovery callAgree goals, scope and who needs to be involved
- AuditReview systems, data and customer journeys
- WorkshopsValidate findings with your team
- RoadmapA prioritised plan with budgets
- HandoverWalkthrough and next-step options
Is this the right starting point for you?
- You have several tools but no single view of performance
- You are planning a large website, CRM or automation investment and want it right first time
- Growth has outpaced your processes and the team is stretched
- You want an independent view before choosing a platform or supplier
Frequently asked questions
How long does a strategy engagement take?
Most audits and roadmaps take three to five weeks, depending on the number of systems and people involved.
Do we have to use Zensawork for implementation?
No. The roadmap is yours. Many clients do continue with us, but the plan is written so any capable team can deliver it.
What do you need from us?
Access to your website, analytics, ad accounts and CRM, plus two or three short workshops with the people who handle marketing, sales and operations.
Related services
Each service works on its own, and better as part of a connected system.