From Data Chaos to Unified Reporting in 6-8 Weeks

Our proven process takes your estate agency group from fragmented branch data to unified, revenue-generating systems — with guaranteed results.

Simple. Clear. Effective.

We've refined this process specifically for multi-branch estate agencies. No guesswork, no surprises — just a clear path from fragmented branch data to unified reporting.

1

Free Data Review

We learn about your agency group, your current data setup, and where you're losing time and deals.

30 minutes
2

Data Strategy Intensive

Deep-dive assessment of your branch data, custom roadmap, and quick wins that deliver immediate ROI.

6-8 weeks
3

System Design & Implementation

We build your complete unified data system — connecting branches, CRM, and reporting into one platform.

3-4 months
4

Optimization

Continuous improvement, scaling, and support to maximize your long-term ROI.

Ongoing

The Journey in Detail

1

Free Data Review

What Happens:

  • We learn about your agency group — how many branches, which CRM (Reapit, Dezrez, Jupix), and what's causing pain
  • You share your growth goals and what "sorted data" looks like for your board
  • We identify your biggest opportunities for quick wins
  • You get immediate insights on where you stand vs. similar agency groups

What You Get:

  • Clear assessment of your data maturity
  • Honest recommendation on next steps
  • Custom proposal (if we're a good fit)
Duration
30 Minutes
Investment
Free
Outcome
Go/No-Go Decision
2

Data Strategy Intensive

What Happens:

  • Complete audit of how data flows between your branches, CRM, and reporting tools
  • Stakeholder interviews with branch managers, ops team, and leadership
  • Analysis of your workflows, systems, and data bottlenecks
  • Data maturity assessment
  • Gap analysis and opportunity mapping

What You Get:

  • Custom 12-month roadmap with prioritised initiatives
  • Technical architecture design for your data infrastructure
  • 3-5 Quick Win projects that deliver immediate ROI
  • ROI projections for each initiative
  • Implementation blueprint you can execute yourself or with us
  • Executive presentation deck to secure buy-in

Guarantee:

  • Win your money back guarantee, have the opportunity to win all your investment back if you exceed our success criteria
Duration
6-8 Weeks
Investment
£8,000
Deliverable
Executive Data Strategy
3

System Design & Implementation

What Happens:

  • We design your complete unified data system — connecting every branch to a single source of truth
  • Integration of CRM, finance, and operations data into one platform
  • Implementation of data governance and quality frameworks
  • Build automated reporting and intelligence dashboards

What You Get:

  • Unified data platform connecting all branches and systems
  • Automated data pipelines for real-time branch performance
  • Custom dashboards for branch managers, ops directors, and the board
  • Automated alerts and workflows for pipeline, lettings, and revenue tracking
  • Documentation and playbooks for long-term success

Our Approach:

  • We work in 2-week sprints with regular check-ins
  • You see progress every week, not just at the end
  • We deliver in phases so you get ROI throughout the project
Duration
3-4 Months
Investment
£50,000–£90,000
Outcome
Unified Data Platform
4

Optimisation & Scale

What Happens:

  • Ongoing monitoring and performance optimisation
  • Regular reviews and strategy adjustments
  • Continuous training and knowledge transfer
  • New feature development as your needs evolve
  • Scaling infrastructure as you grow

What You Get:

  • Priority support for any issues or questions
  • Quarterly business reviews to maximise ROI
  • Access to new automation capabilities as they emerge
  • Expansion roadmap for additional use cases
Duration
Ongoing
Investment
Custom
Outcome
Continuous Growth

Your First 8 Weeks

Here's what you can expect when you start your Data Strategy Intensive:

Week 1-2

Discovery & Planning

Kickoff meeting, stakeholder interviews with branch managers and ops team, CRM audit, and data collection. We map how data flows across your branches.

Week 3-4

Analysis & Design

Deep analysis of your data flows between branches, CRM, and finance systems. We design your future-state unified data architecture.

Week 5-6

Roadmap Development

We create your transformation roadmap with phased initiatives, ROI projections, and quick win implementation.

Week 7-8

Delivery & Handoff

Final presentation to your leadership team, documentation delivery, and working quick wins already in place. You leave with a complete blueprint and measurable results.

Not Ready to Book a Call?

Take our free Data Maturity Assessment instead. In 5 minutes, you'll see where your agency stands and get a prioritised action plan — no conversation required.

FIND OUT YOUR SCORE

Takes 5 minutes · No credit card · Instant results

Common Questions

Do I need to commit to the full implementation after the Strategy Intensive?
No. The Strategy Intensive is a standalone engagement. You'll receive a complete roadmap and deliverables that your internal team can implement, or you can choose to engage us for implementation. There is no obligation to continue beyond the Strategy Intensive.
What if I'm not happy with the strategy?
We offer a 100% money-back guarantee on the Strategy Intensive: if you implement our recommended quick wins and don't see measurable results within 60 days, we'll refund your investment for the Strategy Intensive.
How much involvement is required from my team?
Less than 4 hours of your team's time over 6-8 weeks — we do the heavy lifting. We typically need key stakeholders for interviews, workshops, and review sessions. For implementation, involvement depends on scope; we provide clear RACI and role recommendations so you can plan resource allocation in advance.
Can you work with our existing systems?
Absolutely. We specialise in estate agency systems — Reapit, Dezrez, Jupix, Alto, and others. We also integrate with finance systems, marketing platforms, and custom tools. We assess your current setup and design practical integration approaches that minimise disruption.
What makes your approach different?
Three things: (1) We prioritise guaranteed quick wins so you see value early, (2) We deliver a complete, actionable strategy that you own—whether you execute with us or independently, and (3) We focus on measurable ROI and sustainable operational practices to ensure long-term success.

Ready to Get Your Data Sorted?

Book a free 30-minute data review. We'll look at your current setup and identify 2-3 quick wins you can implement immediately — whether you work with us or not.

BOOK YOUR FREE DATA REVIEW

No sales pitch. No preparation needed. Just honest advice about your agency's data.