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CRM consultant and digital project management.

For small businesses: CRM setup, operations, digital projects, and the management that gets them finished, done by one consultant who has run it before at a fraction of what a consulting firm charges. Fifteen years running projects with the UN, nonprofits, startups and small businesses.

What consulting and project management from us includes.

We take a project that has been sitting on your list, a CRM, a new tool, a process that lives in someone's head, and we scope it, run it, and finish it. You get a plan with dates, a weekly check-in, and someone who owns the outcome. We do it for you, we run it with your team, or we advise you by the hour while you run it.

Signs you need it.

01

The CRM you bought is a spreadsheet with extra steps

It was never set up around how you actually sell, so nobody uses it.

02

Projects start and do not finish

Without an owner, dates, and a weekly check, they drift.

03

Your process lives in one person's head

When that person is out, things stop, and documenting it is a short project.

04

A consulting firm quoted you six figures

One experienced person can do most of that work in weeks.

Included, every time

What you get with every project.

Advice, plus someone to run it.

A written scope with dates

What we are doing, in what order, by when.

CRM built around how you sell

HubSpot, Zoho CRM, or Pipedrive, with stages, fields, follow-up rules, and reports set up for your business, then your team trained on it.

Weekly check-ins

Thirty minutes, every week, with decisions made and next steps written down.

Process documentation

The way you do things, written so a new hire can follow it.

Tool selection and integration

We recommend tools based on what your team will actually use, then connect them to what you already have.

Handover

You own the system, the accounts, and the documents, and we stay available by the hour after.

How a project goes.

Most CRM and process projects run four to eight weeks.

01

Scope

What is broken, what done looks like, and what it will take, written and agreed.

02

Map the process

How things actually happen today, before we change anything.

03

Build

The CRM, the tool, the workflow, set up and tested with real data.

04

Train

Your team using it, with us in the room, until it sticks.

05

Hand over

Documentation, accounts, and a plan for what to do when something changes.

Drag or scroll sideways

What clients say once the work is done.

★★★★★

Hassan has worked with us as a business development and marketing consultant for over 6 years helping with a variety of tasks ranging from lead generation, content management and SEO to proposals and AIA contracts. He is very detail oriented and thorough. I highly recommend working with him.

Mark HoganPrincipal, OpenScope Studio. San Francisco, CA and Los Angeles, CA
★★★★★

We couldn't be more pleased with the experience of working with Hassan and his team at Alanbagi on the new BluCAL website. Transitioning from a DIY website builder to a professionally developed platform was a big step for us, and Hassan made the process seamless from start to finish. The new site not only looks incredible, it reflects our brand with a clean, modern, professional design, and it functions beautifully. From job intake to service explanations, every element is user-friendly and thoughtfully laid out.

Mitch WinslowVP Sales and Marketing, BluCAL Inc. San Francisco, CA
★★★★★

After working with Hassan on several recent website projects, I can't say enough good things about him. Besides being incredibly personable and genuine, Hassan showed great skill and creativity in building a layout and look and feel that precisely aligned with what we were looking for. He was quick to respond and provided a fast turn-around on his projects. We will certainly work with him again.

Dr. Phil KleinFounder, Viva Learning. Austin, TX
★★★★★

Hassan made a huge contribution to my business and to me. As a business owner I had no idea about SEO, Google My Business, website optimization, and how that could add value to the JUMA brand. Hassan took the time to clearly explain the strategy and methodology, and as a result took my business to the next level. He was consistent, he brought rigor, and he went above and beyond on numerous occasions.

Philip JumaOwner, Juma Kitchen. London, UK
★★★★★

Hassan has worked with us as a business development and marketing consultant for over 6 years helping with a variety of tasks ranging from lead generation, content management and SEO to proposals and AIA contracts. He is very detail oriented and thorough. I highly recommend working with him.

Mark HoganPrincipal, OpenScope Studio. San Francisco, CA and Los Angeles, CA
★★★★★

We couldn't be more pleased with the experience of working with Hassan and his team at Alanbagi on the new BluCAL website. Transitioning from a DIY website builder to a professionally developed platform was a big step for us, and Hassan made the process seamless from start to finish. The new site not only looks incredible, it reflects our brand with a clean, modern, professional design, and it functions beautifully. From job intake to service explanations, every element is user-friendly and thoughtfully laid out.

Mitch WinslowVP Sales and Marketing, BluCAL Inc. San Francisco, CA
★★★★★

After working with Hassan on several recent website projects, I can't say enough good things about him. Besides being incredibly personable and genuine, Hassan showed great skill and creativity in building a layout and look and feel that precisely aligned with what we were looking for. He was quick to respond and provided a fast turn-around on his projects. We will certainly work with him again.

Dr. Phil KleinFounder, Viva Learning. Austin, TX
★★★★★

Hassan made a huge contribution to my business and to me. As a business owner I had no idea about SEO, Google My Business, website optimization, and how that could add value to the JUMA brand. Hassan took the time to clearly explain the strategy and methodology, and as a result took my business to the next level. He was consistent, he brought rigor, and he went above and beyond on numerous occasions.

Philip JumaOwner, Juma Kitchen. London, UK

Any project that needs an owner and a date.

CRM setup and migration, sales process, proposal systems, contract management, digital operations, tool selection, and any project that needs someone to run it. Fifteen years running projects with the UN, nonprofits, startups and small businesses, and the discipline is the same in every industry.

CRM setupBuilt around your sales process, with training
Sales and proposal processTemplates and steps so replies go out within hours
Digital operationsThe tools and workflows behind the business
Contract managementProposals through signed contracts, including AIA
Tool selectionWhat to use, and what to stop paying for
Project managementSomeone who owns the outcome and the date
Tools we work in, for example:HubSpotZoho CRMPipedriveApolloNotionGoogle WorkspaceZapierMake

Why is this cheaper than a consulting firm?

One consultant with over 15 years of experience managing projects and delivering results, with specialists only when the project needs them.

Can you work with the tools we already have?

Usually, yes. We start by mapping what you have and only recommend switching when the tool itself is the problem.

What if we just want advice?

Hourly consulting, where you run it and we review and guide, starting with one call.

Something else? Ask on a quick call →  ·  Reading first? What is a digital workflow? →

Tell us which project has been sitting on the list. We will tell you what it would take to finish it.

Request a proposal