How we work

A structured approach to building platforms that drive real growth.

01

Discover the landscape

We map your current platforms, data flows and team structure to understand what is working and where the gaps are.

02

Design the blueprint

A clear architecture that solves today and scales for tomorrow. Data model, integrations, automation and reporting.

03

Build in sprints

Fortnightly delivery cycles with regular check-ins and async updates. You see progress every two weeks.

04

Adopt and embed

Training, documentation and change management so the team owns the platform from day one.

05

Measure and adjust

Quarterly reviews against the KPIs that matter. We refine what we learn and feed it back into the system.

The engagement process

Four steps from first conversation to launch.

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.

The technology stack

Finance
ERP
Booking
Website
Integrations and custom apps
Claude
Lovable
Slack
Teams
AI and tools
System of record
Data and reporting
Dashboards
Xero
Agent orchestration
Sales agent
Service agent
Ops agent
FinanceERPBookingWebsite
Integrations and custom apps
ClaudeLovableSlackTeams
AI and tools
DashboardsXero
Data and reporting
Sales agentService agentOps agent
Agent orchestration
System of record

What we deliver

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.

Learn more

Are we a fit for you?

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.
How long does a typical engagement last?
It depends on the scope. A platform audit takes two to three weeks. A full CRM rebuild or migration runs three to six months.
Do you work with platforms other than HubSpot?
Yes. We are platform-agnostic and work across the major CRM, marketing automation and data platforms.
What does pricing look like?
Every engagement is scoped and priced before you commit. We work on fixed-price projects, not open-ended retainers.

Ready to start?

Talk to our team about your platform.

Talk to Fly