How we work

A delivery cycle that starts with discovery and keeps every change governed.

How we work. One cycle, governed from the first conversation.

Delivery cycle: Discover leads into Design, Build, Adopt, Measure and Adjust, which repeat in a loop, with Govern around every stage. Govern 01 Design Blueprint and scope 02 Build Configure and integrate 03 Adopt Train and embed 04 Measure Track the outcomes 05 Adjust Refine what we learn Discover Start here
Delivery cycle: Discover leads into Design, Build, Adopt, Measure and Adjust, which repeat in a loop, with Govern around every stage. Govern runs around every stage Discover Start here 01 Design Blueprint and scope 02 Build Configure and integrate 03 Adopt Train and embed 04 Measure Track the outcomes 05 Adjust Refine what we learn

Getting started

From first conversation to a fixed price in four steps.

01

Discovery call

We learn about your business, your platform and where the gaps are.

02

Platform audit

We map your CRM, automation, data and reporting against best practice.

03

Roadmap and pricing

You receive a clear scope, timeline and fixed price before committing.

04

Build and launch

We deliver in fortnightly sprints with regular check-ins and async updates.

One system of record at the centre

Every tool connects through the record, so data stays clean and reporting stays honest.

Stack map: business systems feed integrations and custom apps into the system of record, which serves AI and tools, data and reporting, and agent orchestration.IntegrationsCustom appsAI and toolsData and reportingAgent orchestrationFinanceERPBookingWebsiteClaudeLovableSlackTeamsDashboardsXeroSales agentService agentOps agentSystem of record
Stack map: business systems feed integrations and custom apps into the system of record, which serves AI and tools, data and reporting, and agent orchestration.FinanceERPBookingWebsiteIntegrations and custom appsSystem of recordAI and toolsClaudeLovableSlackTeamsData and reportingDashboardsXeroAgent orchestrationSales agentService agentOps agent

What every engagement includes

The same disciplines run through every project, whatever its size.

CRM architecture

Data model, lifecycle stages, routing and reporting, from a single source of truth.

Marketing automation

Lead scoring, nurture sequences and attribution modelling that connects spend to revenue.

Sales enablement

Pipeline management, deal automation and forecasting your leadership team can trust.

Custom integrations

Bespoke integrations that keep data clean and processes fast across your stack.

Data and analytics

Dashboards, reporting and data hygiene programmes that make metrics meaningful.

Platform migration

Move from any CRM to HubSpot with no data loss and minimal disruption.

Customer Platforms (CRM)

Platforms should work harder than you do. We make sure your CRM, marketing automation and sales technology is built for greater capability and improved efficiency.

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Are we a fit for you?

A few answers to the questions people tend to ask.

What type of clients does Fly work with?
We work with B2B businesses at every stage, from funded startups to established enterprises, typically facing complexity in their customer platforms, data and marketing operations.
Can we start with a focussed short-term project?
Yes. Most clients start with a platform audit, which takes two to three weeks and gives you a clear picture of where you are and what to do next.
How much involvement do you need from our team?
We need a project sponsor and access to the people who know the current systems. Beyond that, we run the delivery and keep you updated every fortnight.
What happens after go-live?
We offer ongoing support with quarterly reviews, priority access and continuous optimisation. There is no lock-in.

Ready to rebuild how you run

See what's possible