Gareth Wray 07451 260050 Book a free call
Service 06 of 06 · CRM and automation

A CRM consultant who sets it up around how you sell.

I’m a CRM consultant for UK small businesses whose leads still live in inboxes, spreadsheets and memory. I pick or tidy the CRM, set it up around how you actually sell, connect it to your forms, email and calendar, and automate the follow-up so nothing slips. From £995 a month.

Book your free 15-minute call See plans and prices

Free, 15 minutes, no pitch. I’ll search your business before we speak.

Definitely give Gareth a try if you’re looking for a full stack marketer. Rich, Rich and Niche Academy · see the video reviews
  • From £995a month, cancel any month
  • 1–2 daysfor a quick job
  • 12 yearsin sales first
Illustration of an enquiry flowing automatically from email to CRM to a booked calendar slot
Sound familiar?

Signs your CRM is losing you deals.

Leads sit in inboxes and spreadsheets. Follow-up depends on memory. A CRM only helps if it’s set up around how you actually sell. I’ll tidy what you’ve got, or set up something simple, then automate the reminders and follow-ups so nothing slips.

01

Leads live everywhere.

Inbox, WhatsApp, a spreadsheet and someone’s notebook.

02

Nobody trusts the data.

Duplicates, missing fields, deals marked “open” from two years ago.

03

Follow-up slips.

No reminders, no sequences, so warm leads go cold.

What you can ask for

CRM consulting services: what’s included.

Each of these is one request. Add it to your board, put it in order, and I'll do it when it reaches the top.

All included on Growth Desk and Partner. Foundations covers quick and standard jobs; big builds are quoted separately.

Compare the three plans

  1. CRM tidy-up

    1–2 days

    One area cleaned: duplicates, fields, stages or owners.

  2. Tracking fix

    1–2 days

    One event set up and tested: form, booking, call click or purchase.

  3. CRM recommendation

    1–2 days

    Which CRM fits how you sell and what it will cost, in writing, including whether to keep what you have.

  4. CRM integration

    3–7 days

    One connection set up and tested: website forms, email, calendar or accounting.

  5. Pipeline setup

    3–7 days

    Stages, fields and automations for one pipeline in your CRM.

  6. Nurture sequence

    3–7 days

    Four to six emails with tags and automation, for prospects who said “not now”.

  7. CRM build or move

    7+ days

    Pipelines, fields, automations and data import, with a short guide for your team.

What done looks like

What a working CRM looks like.

These are the four things I build towards and check every month. If one of them isn't true yet, that's where the next request goes, so you always know what has changed and why.

  • 01Every enquiry lands in one place
  • 02Stages that match how you sell
  • 03Automatic reminders and follow-ups
  • 04A weekly view of the pipeline you trust
How it works

How I work as your CRM consultant.

Six steps from first call to a CRM your team opens every day. The sales process comes first, because a CRM set up around the wrong stages gets ignored.

  1. A 15-minute call

    You tell me where leads come from and where they end up. I tell you whether a CRM is the right fix yet.

  2. Map how you sell

    The stages a deal goes through, who does what, and what should happen automatically.

  3. Choose or keep the CRM

    Usually the one you already pay for. If you need a new one, the cheapest that fits.

  4. Build and connect

    Pipelines and fields, then your forms, email and calendar wired in and tested.

  5. Move the data

    Duplicates cleaned, contacts imported, open deals put in the right stage.

  6. Train and improve

    A short guide for your team, then a monthly check of what’s slipping and what to automate next.

Your options

A CRM consultant, a day-rate contractor or do it yourself?

All three can get a CRM running. The difference is what happens after launch, when the data drifts and the team stops updating it.

That’s me

A CRM consultant (me)

Who does the work
The person you talk to, alongside your other marketing
Typical cost
Plans from £995 a month
After launch
Monthly tidy-ups, new automations and reporting
Best for
Small teams that want the CRM, the follow-up and the marketing joined up

A day-rate CRM contractor

Who does the work
A specialist, booked by the day
Typical cost
UK CRM consultants average £533 a day on YunoJuno
After launch
Booked again when something breaks
Best for
A one-off build on a bigger system

Doing it yourself

Who does the work
You or someone on your team
Typical cost
Your time, plus the software
After launch
Whenever someone finds time
Best for
Very simple pipelines and a lot of patience
Cost

How much does a CRM consultant cost in the UK?

With me, tidy-ups, tracking fixes, integrations and pipeline setups are standard requests on any plan from £995 a month. A full CRM build or move is a big build, included on Growth Desk at £1,950 and Partner at £3,950. For comparison, UK CRM consultants average £533 a day on YunoJuno. The software is billed separately by the CRM provider: HubSpot has a free CRM with paid seats from $7 a month, and GoHighLevel starts at $97 a month.

Plans and prices
£995 a month on Foundations: tidy-ups, integrations and pipeline setups
£1,950 a month on Growth Desk, with a full CRM build or move as your big build
£3,950 a month on Partner, big builds included
£533 a day, the UK average for a CRM consultant on YunoJuno
Software billed by the CRM provider: HubSpot free or from $7 a seat, GoHighLevel from $97 a month
Proof

CRM setups, done before.

Sign-ups flowing into a GoHighLevel pipeline with automated follow-up emails, for a coaching business. See all work

Aspire 1 Coaching landing page, ebook and follow-up pages
Funnel · CRM · Paid project · 2024

Aspire 1 Coaching

A landing page, an ebook lead magnet, a GoHighLevel pipeline and automated follow-up emails, joined up as one funnel for a coaching business.

Before
No way to capture leads online
After
Working funnel

No lead count published. The business has since become a gym.

The MN Online Coach 28-day challenge landing page
Landing page · CRM · Service swap · 2026

MN Online Coach

A challenge landing page built in two days, with sign-ups tagged into GoHighLevel and promoted organically on Instagram.

Build time
2 days
Sign-ups
30

Sign-ups reported over one week of organic promotion. No page-visit count, so no conversion rate.

Want results like these? Start with a free 15-minute call. No pitch.

Book your free 15-minute call See plans and prices
Straight answer

What a CRM won’t do.

A CRM won’t sell for you, and the best one is the one your team actually opens. If nobody updates it, it’s an expensive spreadsheet. I keep the setup as simple as your sales process, and I’ll tell you if a spreadsheet is enough for now.

Questions

Questions about hiring a CRM consultant.

Something else? Email [email protected] or call 07451 260050.

Free guide B2B lead generation when you are the sales team

What does a CRM consultant do?

A CRM consultant sets up your CRM around how you sell, then keeps it useful: the stages, the fields, the connections to your website and email, and the automations that chase leads for you. With me it also covers cleaning old data and training your team.

How much does a CRM consultant cost in the UK?

UK CRM consultants average £533 a day on YunoJuno. With me, CRM work runs on monthly plans from £995, alongside your other marketing, and a full build or move is included on Growth Desk at £1,950 a month. The software is billed separately by the CRM.

Which CRM is best for a small business?

The one your team will open every day. For a small B2B sales team that’s often Pipedrive or HubSpot; for coaches and service businesses that want booking and SMS too, often GoHighLevel. My comparisons set out the prices and who each suits.

Which CRMs do you work with?

HubSpot and GoHighLevel most often. If you’re on something else, tell me on the call and I’ll say honestly whether I can help.

Can you move us from spreadsheets or an old CRM?

Yes. That’s a CRM migration, usually a big build: clean the data, import it, set up the stages and show your team how to use it.

Can you connect the CRM to our website and email?

Yes. Website forms, your email inbox, your calendar and booking links are the usual connections, each set up and tested so new enquiries land in the right stage with a next step.

Will you need logins?

No passwords. I’ll ask you to invite me as a user with only the permissions the job needs, and you can remove me whenever you like.

Written by Gareth Wray (G.), marketing consultant in Ipswich with 12 years in sales. Last updated .

Sources and further readingHubSpot pricingGoHighLevel pricingICO: direct marketing and PECRYunoJuno: CRM consultant day rates

The other five
Free · 15 minutes · No pitch

Stop leads going cold this month.

Book a free 15-minute call. I’ll ask where your leads live now and tell you the first thing I’d set up.

Prefer to write or call? [email protected] · 07451 260050 · or run the six-minute search check.