The challenge
Getting a CRM or ERP running is deceptively hard. Many businesses end up with:
- A system that doesn’t match how they actually work.
- Manual tasks that stay manual.
- Low adoption because staff don’t know how to use it.
- Slow ROI from months of setup and little benefit.
Launch fixes that. We get you live quickly with a system that people use.
What Launch delivers
Launch gets your CRM or ERP configured, automated, and taught to your team — fast.
Core outcomes:
- Live CRM/ERP configured for your business.
- 1–3 priority automations (lead capture, email follow-ups, task assignments).
- One practical team training session and handover materials.
- 30 days of post-launch support (included).
Detailed deliverables :
Project Kickoff & Intake
- Project brief and intake form completed.
- Access checklist and single point of contact defined.
Sandbox Provisioning
- Secure sandbox/demo instance for configuration and testing.
Data Model & Fields
- Minimal, governed data model (leads, contacts, companies, deals/products).
- Locked required fields (max 6 per object) and dedupe rules.
Core Configuration
- Custom pipelines and stages.
- User roles & basic permissions.
- Email sending / incoming integrations configured.
Automations
- Up to 3 automations (examples): lead capture → welcome email, new deal → task assignment, low-stock alert.
- Orchestration using built-in platform automation.
Forms & Lead Capture
- One web form integrated into site and connected to CRM lead pipeline.
Basic Integrations
- Mail/SMTP, calendar sync, and an accounting connector OR one simple third-party sync (e.g., QuickBooks, Zoho Books), where applicable.
Training & Documentation
- 60–90 minute practical training session for admins/users.
- Handover pack: admin credentials, short runbook, recorded training video, and quick reference cards.
Post-Launch Support
- 30 days of basic support (monitoring, small fixes, one reconfiguration).
- Daily health-check for first 7 days (optional summary email).
Typical timeline :
Kickoff & Access
Intake, access granted, sandbox provisioned.
Setup & Core Configuration
Data model, pipelines, fields, basic automations configured.
Testing & Training
Demo walkthrough, training session, UAT with sample data.
Go-Live & Hypercare
Final migration, go-live support, monitoring & 30-day support window.
Actual times depend on data quality and how quickly your team provides access and samples. If you have complex data or many SKUs, plan for a slightly longer timeline.*
How we work :
(how we measure success)
Acceptance criteria & KPIs
- System live: Core CRM/ERP accessible and permissions set.
- UAT pass: At least 80% of agreed UAT checks pass (lead capture, pipeline flow, automation triggers).
- User adoption: Admin and at least 2 key users trained and able to perform core actions.
- Support resolution targets: We aim to respond to support tickets within 1 business day during included support.
(what you get)
Training & Handover
- One end-user training session (30–60 minutes).
- Recorded training sessions and short runbooks (how to add contacts, create deals, and pause automations).
(upgrade paths)
Post-launch support
- Basic (included) — 30 days monitoring & fixes.
- Managed (retainer) — ongoing updates, monthly vector refresh (for AI), automation tuning.
- Priority SLA — faster response times and guaranteed SLAs (available on Growth / Scale packages).
Brief answers to your questions
Who this is for
- Organisations that want a fast, predictable launch with minimal disruption.
- Teams that need practical training so tools are actually used.
What’s included vs excluded
- All the deliverables listed above.
- Sandbox build and testing.
- 30 days support after go-live.
Excluded
- Large-scale data cleaning or custom-heavy development (quoted separately).
- Ongoing full-time admin support (available as retainer).
- Paid third-party licenses (you pay vendor fees directly).
What do we need from you (prerequisites)
- Sample data export (CSV) for leads / contacts / products (if relevant).
- A primary contact and one admin user to validate UAT and approvals.
- Timely responses to queries and test sign-offs (we recommend < 3 business days).