CRM Consultant for Exeter Businesses
Connect enquiries, quotes, customers and operational work into one dependable system.
The business behind the service
People
People shape the experience behind your brand promise. A CRM can support them, but the system only helps when responsibilities are clear and the team knows how to use it. I connect customer information with the practical habits that make service more dependable.
From thinking to doing
What we can work on
This can include CRM setup, enquiry ownership, follow-up guidance, customer histories, onboarding and team handovers. We look at where customers have to chase or repeat themselves, then improve the tools and working practices behind those frustrations.
Does your team have the information, ownership and guidance to look after customers well?
Explore all seven parts of the MrKeating Mix → · Read the 7 Ps guide
Where are you in your business?
Choose the starting point that fits. The work and deliverables are shaped around your needs.
Launch
Build the essentials for your new business.
Sprints from £395
Business Launch Programme from £2,495
Grow
Improve the business you already run.
Sprints from £495
Business Growth Programme from £2,995
Scope, deliverables and a fixed quote are agreed before work begins; third-party costs are quoted separately.
Stop running the business from scattered inboxes and memory.
I connect enquiries, quotes, bookings, customers and operational work into a dependable system that people can actually use.
The work may include
CRM and pipeline design: clear stages, ownership and next actions from first enquiry through delivery and follow-up.
Connected workflows: booking, quoting, email, WooCommerce, Xero and internal tools passing useful information without repeated copying.
Dashboards and portals: lightweight interfaces that answer real operational questions instead of creating another place to update.
The system should reduce decisions.
The right setup removes repeated admin, exposes missed follow-up and makes the next action obvious. It should not create dependency on a complicated technology stack.
Practical help, from diagnosis to delivery
What would you like to improve?
Tell me what is getting in the way. We will agree the right approach, deliverables and price before work begins.
Let’s talk about your business.
Free, 20-minute conversation. Tell me what you need help with and we will work out the next step.