On our call, we established that in order for you to feel this arrangement was successful, you’d need to be able to run your business from your laptop. 

We have a proven process for identifying the issues within a business and where a CRM solution can help. We'll take you through that process and recommend a set of options, then implement your chosen option. We will be with you every step of the way.

How are we going to do it? Keep reading.

Simple 3 step process

1. Take part in our discovery process at your offices
2. We'll write a thought out report with our findings and suggestions
3. You choose which one you like and we implement it

The Discovery Process

Our famous discovery process consists of 60 questions refined over time designed to get you thinking in different ways about your business. Ultimately we're looking for things like the following:

• Bottle necks
• Manual input
• Data entry
• Copy and pasting
• Repetitive tasks
• Information being passed between departments 
• Too much being done over email
• Data capture
• and more...

Once we have this information we can begin to move onto phase two.

Your Report

This isn't a copy and paste job. We write each report completely from scratch. 

This will be a purpose written report detailing critical points for the above key markers. Once we're done with that we go out to the CRM market and with our in-depth knowledge of almost every CRM worth knowing, we make a series of recommendations.

Now, it could be that it's not just one system we recommend you use, it could be multiple, but we'll be looking at integrations and how well they connect together.

You won't be presented with 15 different options. We'll give you 2, a maximum of 3 options with costs and projected costs based on your growth estimates.

We'll talk with you at length about the different options and the pros and cons of each until you reach a decision. Once you do, we move to phase three.

Implementation

It's at this point, we get you set up with your new system. We'll deal with internal training, setup, data import and everything you need to get up and running.

In consultation with you, we'll choose a launch date. This will be the day you switch from your old way of doing things to the new way of doing things. All your staff will be briefed and everyone will be excited about the change.

Training will be individual to department as the features we'll need to show them will differ from team to team. 

This won't take long

I'll keep this brief because frankly, we're like CRM hitmen. We get in, do our thing and get out your way and let you get back to work.

Too much mucking about is detrimental to your business so we keep it short and sweet.

Here's a quick rundown of the order of events.

I’M TELLING YOU HIS STORY BECAUSE I THINK YOU CAN RELATE.

John runs an LED lighting company. His time is spent somewhere between sales, shipping and ordering. He's on the road a lot, as are his sales team.

Their business essentially ran almost entirely from spreadsheets. They had spreadsheets for everything. John got in touch after missing out on a deal because he wasn't reminded to follow up.

This is where we got involved

We went in, had a look, asked a bunch of questions and determined what was required. We presened our solution which John agreed with and asked us to implement it.

A few weeks later, we had them working with our recommended provider having trained their team and worked with their sales team to get things exactly as they wanted them.

We're a little different from the others

We don’t operate on full payments which means that because you can pay monthly for the duration of the deal, you’re unlikely to ever be “out of pocket”.

“Working with Dan has changed our business and my life personally. ABC Consulting's knowledge of the CRM market saved us £10,000+. In addition, they had us up and running in a matter of weeks.

- Andy Smith - ABC Design

If we can't come up with a viable solution, you don't pay.

We do not guarantee you will make money, close more deals or work less. To suggest this is insulting to your intelligence. We do however have a guarantee which means if things didn't go to plan and we couldn't help then you don't pay.

Here’s how it works

As long as you are truthful, answer all our questions without issue and provide us with all the information we need to do a complete and thorough investigation then the report won't cost you a penny if the solution we come up with doesn't suit your needs. 

We start today

It goes without saying that we’d love to get started and have you onboard as a client. As with everything in our business, we make things as simple as possible.

Just so you know, these are the next steps:

Sign below

Before we get started you need to sign our proposal. 

To do that, simply type your name in the box below and click ‘Sign Proposal’.

1. We arrange the Discovery Session
2. Invoice you 50% of our fee
   
3. We start prepping your questions.
   

We can’t wait to start getting results for you as quick as possible to reiterate that you made the right decision.

[your name]
[your position]

DISCLAIMER: This agreement may not be suitable for your circumstances and we recommend you seek legal advice before using it. Better Proposals does not take any responsibility for any events that arise as a result of your use of this agreement.

Terms and Conditions

This Agreement (the “Agreement”) is made as of [Date], by and between [Company Name] (the “Company”), and [Consultant Name](“Consultant”).

1. Consulting Relationship. 
During the term of this Agreement, Consultant will provide consulting services to the Company as described on [PAGE NAME] hereto (the “Services”).  Consultant represents that Consultant is duly licensed (as applicable) and has the qualifications, the experience and the ability to properly perform the Services. Consultant shall use Consultant’s best efforts to perform the Services such that the results are satisfactory to the Company.
 
2. Fees. 
As consideration for the Services to be provided by Consultant and other obligations, the Company shall pay to Consultant the amounts specified on [PAGE NAME] hereto at the times specified therein.
 
3. Expenses. 
Consultant shall not be authorized to incur on behalf of the Company any expenses and will be responsible for all expenses incurred while performing the Services [except as expressly specified] unless otherwise agreed to by the Company’s [Title of Officer], which consent shall be evidenced in writing for any expenses in excess of [Expenses]. As a condition to receipt of reimbursement, Consultant shall be required to submit to the Company reasonable evidence that the amount involved was both reasonable and necessary to the Services provided under this Agreement.
 
4. Term and Termination. 
Consultant shall serve as a consultant to the Company for a period commencing on Commencement Date and terminating on the earlier of (a) the date Consultant completes the provision of the Services to the Company under this Agreement, or (b) the date Consultant shall have been paid the maximum amount of consulting fees.

Notwithstanding the above, either party may terminate this Agreement at any time upon [Days Notice] business days’ written notice. In the event of such termination, Consultant shall be paid for any portion of the Services that have been performed prior to the termination.

Should either party default in the performance of this Agreement or materially breach any of its obligations under this Agreement, including but not limited to Consultant’s obligations under the Confidential Information and Invention Assignment Agreement between the Company and Consultant referenced below, the non-breaching party may terminate this Agreement immediately if the breaching party fails to cure the breach within Days business days after having received written notice by the non-breaching party of the breach or default.
 
5. Independent Contractor. 
Consultant’s relationship with the Company will be that of an independent contractor and not that of an employee.
 
6. Method of Provision of Services. 
Consultant shall be solely responsible for determining the method, details and means of performing the Services.  Consultant may, at Consultant’s own expense, employ or engage the services of such employees, subcontractors, partners or agents, as Consultant deems necessary to perform the Services (collectively, the “Assistants”).  The Assistants are not and shall not be employees of the Company, and Consultant shall be wholly responsible for the professional performance of the Services by the Assistants such that the results are satisfactory to the Company. 

6.1 No Authority to Bind Company.  Consultant acknowledges and agrees that Consultant and its Assistants have no authority to enter into contracts that bind the Company or create obligations on the part of the Company without the prior written authorization of the Company.
 
6.2 No Benefits.  Consultant acknowledges and agrees that Consultant and its Assistants shall not be eligible for any Company employee benefits and, to the extent Consultant otherwise would be eligible for any Company employee benefits but for the express terms of this Agreement, Consultant (on behalf of itself and its employees) hereby expressly declines to participate in such Company employee benefits.
 
6.3 Withholding; Indemnification.  Consultant shall have full responsibility for applicable withholding taxes for all compensation paid to Consultant or its Assistants under this Agreement, and for compliance with all applicable labor and employment requirements with respect to Consultant’s self-employment, sole proprietorship or other form of business organization, and with respect to the Assistants, including state worker’s compensation insurance coverage requirements and any U.S. immigration visa requirements. Consultant agrees to indemnify, defend and hold the Company harmless from any liability for, or assessment of, any claims or penalties with respect to such withholding taxes, labor or employment requirements, including any liability for, or assessment of, withholding taxes imposed on the Company by the relevant taxing authorities with respect to any compensation paid to Consultant or its Assistants.

7. Supervision of Consultant’s Services. 
All of the services to be performed by Consultant, including but not limited to the Services, will be as agreed between Consultant and the Company’s [Supervisor’s Title]. Consultant will be required to report to the [Supervisor’s Title] concerning the Services performed under this Agreement. The nature and frequency of these reports will be left to the discretion of the [Supervisor’s Title].
 
8. Consulting or Other Services for Competitors. 
Consultant represents and warrants that Consultant does not presently perform or intend to perform, during the term of the Agreement, consulting or other services for, or engage in or intend to engage in an employment relationship with, companies who businesses or proposed businesses in any way involve products or services which would be competitive with the Company’s products or services, or those products or services proposed or in development by the Company during the term of the Agreement (except for those companies listed). If, however, Consultant decides to do so, Consultant agrees that, in advance of accepting such work, Consultant will promptly notify the Company in writing, specifying the organization with which Consultant proposes to consult, provide services, or become employed by and to provide information sufficient to allow the Company to determine if such work would conflict with the terms of this Agreement, including the terms of the Confidentiality Agreement, the interests of the Company or further services which the Company might request of Consultant. If the Company determines that such work conflicts with the terms of this Agreement, the Company reserves the right to terminate this Agreement immediately. In no event shall any of the Services be performed for the Company at the facilities of a third party or using the resources of a third party.
 
9. Confidentiality Agreement. 
Consultant shall sign, or has signed, a Confidentiality Agreement, on or before the date Consultant begins providing the Services.
 
10. Conflicts with this Agreement. 
Consultant represents and warrants that neither Consultant nor any of the Assistants is under any pre-existing obligation in conflict or in any way inconsistent with the provisions of this Agreement. Consultant represents and warrants that Consultant’s performance of all the terms of this Agreement will not breach any agreement to keep in confidence proprietary information acquired by Consultant in confidence or in trust prior to commencement of this Agreement. Consultant warrants that Consultant has the right to disclose and/or or use all ideas, processes, techniques and other information, if any, which Consultant has gained from third parties, and which Consultant discloses to the Company or uses in the course of performance of this Agreement, without liability to such third parties. Notwithstanding the foregoing, Consultant agrees that Consultant shall not bundle with or incorporate into any deliveries provided to the Company herewith any third party products, ideas, processes, or other techniques, without the express, written prior approval of the Company. Consultant represents and warrants that Consultant has not granted and will not grant any rights or licenses to any intellectual property or technology that would conflict with Consultant’s obligations under this Agreement. Consultant will not knowingly infringe upon any copyright, patent, trade secret or other property right of any former client, employer or third party in the performance of the Services.
 
11. Miscellaneous.

11.1 Amendments and Waivers.  Any term of this Agreement may be amended or waived only with the written consent of the Company.
 
11.2 Sole Agreement.  This Agreement, constitutes the sole agreement of the parties and supersedes all oral negotiations and prior writings with respect to the subject matter hereof.
 
11.3 Notices.  Any notice required or permitted by this Agreement shall be in writing and shall be deemed sufficient upon delivery, when delivered personally or by overnight courier or sent by email or fax (upon customary confirmation of receipt), or forty-eight (48) hours after being deposited in the U.S. mail as certified or registered mail with postage prepaid, addressed to the party to be notified at such party’s address or fax number as set forth on the signature page or as subsequently modified by written notice.
 
11.4 Choice of Law.  The validity, interpretation, construction and performance of this Agreement shall be governed by the laws of [jurisdiction], without giving effect to the principles of conflict of laws.
 
11.5 Severability.  If one or more provisions of this Agreement are held to be unenforceable under applicable law, the parties agree to renegotiate such provision in good faith.  In the event that the parties cannot reach a mutually agreeable and enforceable replacement for such provision, then (i) such provision shall be excluded from this Agreement, (ii) the balance of the Agreement shall be interpreted as if such provision were so excluded and (iii) the balance of the Agreement shall be enforceable in accordance with its terms.
 
11.6 Counterparts.  This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which together will constitute one and the same instrument.
 
11.7 Advice of Counsel.  EACH PARTY ACKNOWLEDGES THAT, IN EXECUTING THIS AGREEMENT, SUCH PARTY HAS HAD THE OPPORTUNITY TO SEEK THE ADVICE OF INDEPENDENT LEGAL COUNSEL, AND HAS READ AND UNDERSTOOD ALL OF THE TERMS AND PROVISIONS OF THIS AGREEMENT.  THIS AGREEMENT SHALL NOT BE CONSTRUED AGAINST ANY PARTY BY REASON OF THE DRAFTING OR PREPARATION HEREOF.

The parties have executed this Agreement as of the date first written above.