Services

    How we help recruitment agencies make tech work

    Independent technology and AI advice, CRM implementation done properly, and our own Clay-powered data and market intelligence service. Pick the entry point that fits your situation.

    01 — Tech Consultancy

    Independent strategy in three tiers

    Rapid Assessment as your gateway, a 12-month Strategic Roadmap when you're ready to transform, and an Ongoing Retainer when you need a fractional CTO alongside you.

    Our Services

    Three ways to work with us

    THE GATEWAY

    Rapid Assessment

    Technology Health Check in 1 Day

    What you get:
    Technology Stack Audit
    CRM Data Health Check: quality, gaps, opportunities
    AI Deployment Assessment
    Clay Automation Strategy
    Process Efficiency Review
    Quick Win Identification
    Executive Summary Report
    Who it's for:
    "We're wasting money but don't know where" - paying for 7 tools, using 4 properly
    "Everyone's talking about AI and Clay, we're doing nothing" - paralysed by options
    "Considering a CRM change but terrified of getting it wrong" - need independent validation
    "Board asking tough questions about tech ROI" - need professional assessment to justify decisions
    "Competitors seem more efficient, we don't know why" - suspect it's technology but can't pinpoint it
    The ROI

    Most clients identify 8 to 12 improvements in the assessment alone. Implementing just a couple typically pays for the entire engagement.

    Natural progressions:
    "Your CRM is the bottleneck"→ CRM Implementation / Optimisation project
    "Your database is 60% outdated"→ rec-covered Data Enrichment
    "You need a 12-month transformation plan"→ Strategic Roadmap
    "Clay workflows could save 18hrs/week per consultant"→ Clay implementation project
    "You need ongoing technology leadership"→ Ongoing Retainer
    Book Your Health Check
    THE TRANSFORMATION PLAN

    Strategic Roadmap

    12-Month Technology Transformation Plan

    1
    Current State Assessment
    • Process maps (as-is)
    • Technology audit
    • AI maturity assessment
    • Clay opportunity analysis
    • Data quality review
    2
    Strategic Roadmap
    • Phase 1 (0-3m): Quick wins
    • Phase 2 (3-6m): Core improvements
    • Phase 3 (6-12m): Transformation
    • Phase 4 (12m+): Optimisation
    • AI Implementation Roadmap
    3
    Implementation Playbook
    • Detailed project plans
    • Vendor shortlists
    • Timeline with dependencies
    • Budget requirements
    • Success metrics & KPIs
    Who it's for:
    Multiple technology challenges - CRM, data, AI, Clay all need addressing simultaneously
    Board committed to transformation - budget approved, ready to invest properly
    12-month+ roadmap needed - want comprehensive plan, not quick fixes
    PE-backed or high-growth - scaling 25% YoY, tech needs to scale with you
    New leadership demanding clarity - new MD/CTO wants professional technology strategy
    What happens next:

    Most clients either engage us to implement the roadmap or move to an ongoing retainer to guide execution. The Strategic Roadmap becomes the foundation for either path - nothing goes to waste.

    Book Roadmap Consultation
    THE PARTNERSHIP

    Ongoing Retainer

    Fractional CTO / Strategic Technology Partner

    Who it's for:
    Executing 12-month+ transformation roadmap - need ongoing guidance, not one-off projects
    No internal technology leadership - MD/Operations Director stretched too thin
    Multiple simultaneous tech projects - CRM migration AND AI deployment AND data cleanup
    Want to stay ahead of competitors - proactive technology strategy, not reactive firefighting
    PE-backed or high-growth - investor scrutiny demands professional technology oversight
    Option A: Strategic Advisory

    The safety net for independent execution. You're implementing the roadmap internally but want expert guidance to avoid costly mistakes.

    Ideal for: You have internal capability but need expert validation and occasional troubleshooting

    • 1 day per month + on-call advisory (48hr response)
    • Monthly strategic review (2 hours: progress, blockers, priorities)
    • Technology decision support (CRM choice, vendor selection, tool evaluation)
    • Vendor negotiation guidance (contract reviews, pricing benchmarks)
    • Quarterly business review (roadmap refresh, KPI tracking)
    MOST POPULAR
    Option B: Hands-On Partnership

    We don't just advise - we execute alongside you. Active project management, vendor wrangling, hands-on implementation support.

    Ideal for: You're running major transformation and need expert hands on deck, not just advisory calls

    • 2-3 days per month + priority support (24hr response)
    • Everything in Option A, PLUS:
    • Active project management (we drive timelines, manage vendors, chase deliverables)
    • Hands-on implementation work (configuration, testing, troubleshooting)
    • Vendor negotiations and contract management
    • Monthly progress reports (board-ready documentation)
    • Priority access when urgent issues arise
    Option C: Fractional CTO

    Your technology leadership layer. Board meetings, investor updates, M&A due diligence, team development - everything a CTO does without the £100k+ salary.

    Ideal for: PE-backed, high-growth or M&A-active businesses needing C-suite technology representation

    • 5-8 days per month + immediate access
    • Everything in Option B, PLUS:
    • Weekly check-ins (not just monthly)
    • Board meeting attendance (quarterly technology updates to investors/board)
    • M&A technology due diligence (acquisition target assessment, integration planning)
    • Team capability development
    • Innovation and R&D guidance (what's next in recruitment tech)
    • 24/7 access for critical issues
    Included across all tiers:
    Every month:
    • • Progress reports with metrics (what's working, what's not)
    • • AI/automation performance tracking
    • • Clay workflow optimisation reviews
    • • Risk log and mitigation recommendations
    Every quarter:
    • • Business review sessions (board-ready documentation)
    • • Roadmap refresh (priorities evolve, we adapt)
    • • KPI dashboards (measure what matters)
    • • Technology market intelligence (what competitors are doing)
    Every year:
    • • Comprehensive technology audit (annual health check)
    • • Updated 12-month roadmap (strategy refresh)
    • • Budget planning support (what to invest in next year)
    • • Team capability assessment (skills gaps, training needs)
    Discuss Retainer Options
    02 — CRM Implementation

    Migrations without the chaos

    Our 9-phase methodology, delivered in 12 to 14 weeks, with a 95% success rate against the 40 to 60% typical of DIY attempts.

    03 — rec-covered: Data and Market Intelligence

    Intelligence from sources your competitors can't reach

    Implementation & Data Services

    When you're ready to execute

    🔍

    rec-covered: Data and Market Intelligence

    Know what your competitors can't - intelligence from sources they can't reach.

    Honest note: rec-covered is our own Clay-powered service. It sits alongside our independence on third-party tools, where we still take no commissions or kickbacks for recommending other vendors.

    When you need this:

    Your team is fishing in the same pond as everyone else - same LinkedIn searches, same ZoomInfo data, same generic outreach

    The prospects you want aren't on standard platforms - they're buried in industry databases, public records and specialist sources your current tools can't reach

    Consultants spending 10-20 hours a week on manual research instead of billing

    You're entering a new sector with zero existing contacts

    Your candidate database has gone cold - people moved, numbers disconnected, emails bouncing

    What we do:

    • • Company intelligence - target lists with data your competitors can't access: public sector portals, regulatory filings, specialist registries, framework agreements
    • • Candidate reactivation - refresh dormant databases with current status, career movements, updated contact details
    • • Lookalike expansion - AI-powered identification of companies matching your best client profile
    • • Bespoke research - custom Clay workflows to answer specific questions about your target market

    How we start:

    Every project begins with a paid sample - typically 50-100 records from your target list. You see exactly what we deliver before committing to the full build. If you proceed, we credit the sample cost against your final quote. No guesswork, no overpromising.

    Book Market Intelligence Consultation
    🔄

    CRM Implementation

    Migrations without the chaos, data loss or team resistance

    When you need this:

    Previous DIY migration was traumatic - 6 months of chaos, still finding data issues

    Terrified of getting this wrong - one shot to migrate, can't afford £50k+ in problems

    No time to manage this - 300+ hours of project management nobody has capacity for

    Team resistance expected - need proper configuration and training to get buy-in

    System holding you back - current CRM can't scale, but switching feels too risky

    9-phase proven methodology used across 100+ migrations. We don't just move data - we fix processes, configure best practice workflows, and train your team properly. The difference between 95% success and 40% DIY failure is systematic project management.

    Our approach:

    • • Discovery & Mapping (understand current workflows, plan the migration systematically)
    • • Build & Review (configure new system, catch issues before go-live)
    • • Configuration (best practice setup, not just replicating old problems)
    • • Training Support & Go-Live (proper enablement, managed transition)
    • • Post-Rollout Support (30 days to ensure smooth adoption)

    What you're avoiding:

    • • 300+ hours internal project management time
    • • 6-12 month DIY timeline (vs our 12-14 weeks)
    • • 60% probability of significant problems
    • • £50-100k in fixes, lost productivity and team frustration
    Discuss Your Migration

    Not sure which one fits?

    Start with a 30-minute conversation. If we are not the right fit, we will tell you. No sales pressure.