How we Work

A commercial case for change

Futuro provides focused consultancy, implementation and ongoing support across CRM, Zoho, integrations, automation, AI and selected digital acquisition services. We choose the engagement model that fits the clarity and duration of the work.

We explain the commercial case, assumptions and risks as clearly as the available evidence allows. If the expected value does not justify the work, we will say so. Outcomes depend on the scope, data, adoption and wider business conditions; a proposal is not a guarantee of financial return.

Clear scope and delivery

Useful delivery starts with clear requirements and ownership. We agree the work to be completed, dependencies, testing and acceptance checks, documentation and handover. Where support is included, the proposal explains its scope and how additional requests will be handled.

Engagement models

Fixed-scope projects

Best when deliverables, dependencies and acceptance criteria can be defined in advance. The proposal states what is included, the timetable, fees and the process for additional requests.

Time-based consultancy

Suitable for workshops, advisory sessions and well-understood tasks where you control the priorities. The proposal states the unit of time, rate and any minimum commitment.

Ongoing support

Suitable for a defined programme of review, advice or optimisation. The agreement states the included time, cadence, response expectations, minimum term and notice.

Software licences, advertising spend, usage charges, data work and third-party services are identified separately where they apply. The proposal states VAT treatment and payment terms.

What affects the cost?

The cost depends on the workflows and systems involved, the quality and volume of existing data, integration requirements, the people who need training and the level of support required. A focused configuration change and a multi-system implementation need different scopes.

Tell us what is not working and which systems are involved. We will clarify requirements before proposing an engagement. No paid implementation starts without an agreed scope and fees.

From enquiry to proposal

  1. Describe the problem. Share the process, systems, people involved and the outcome you need.
  2. Clarify the scope. We identify priorities, dependencies and whether an audit, advisory work or implementation is the right starting point.
  3. Review the proposal. Check deliverables, fees, exclusions, responsibilities, acceptance criteria and support arrangements before agreeing the work.
  4. Deliver and review. Progress is reviewed against the agreed scope, with testing, documentation and handover appropriate to the engagement.

Request a consultation

Tell us about the business process, customer journey or system problem you want to improve. We will review the information and suggest a sensible next step, whether that is a conversation, a focused audit or a clearly scoped piece of work.

Please do not include passwords, access credentials or unnecessary personal client data in your enquiry.

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Client Feedback

Discover How We've Helped Brands

Clients work with Futuro Digital Consultancy for practical, responsive support across CRM, automation and digital growth. Some older reviews refer to Review My CRM, our former brand name; they remain genuine client feedback from the same business and team.

Since 2018, we have been working with Futuro Digital Consultancy, and our experience has been very positive. Under Robert's skilled guidance, our CRM and digital marketing initiatives have seen substantial improvements at Harding Chartered Surveyors. With their support, our revenue has more than doubled and our lead generation has increased significantly. Robert and his team offer insightful and practical solutions that have markedly enhanced our business operations. We appreciate their dedication to delivering measurable results and would recommend their services to those seeking to improve their digital strategies.
Review My CRM built my website which I am perfectly happy with. They took on board everything I have asked for, plus they gave me good advice on technical issues and SEO. I highly recommend them.
Rob is a real asset. He will sort out any issues promptly and has great ideas for improvements. He ensures that everything runs smoothly.
Rob has been our CRM consultant for a number of years now. He knowledge and expertise are greatly appreciated and he is always on hand to help resolve issues quickly. He has allowed us to scale our basis with a top notch CRM that is bespoke and has automation which saves us countless hours.
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