The Challenge
Sarah (not her real name) built a successful small marketing agency specialising in CRM system implementation for SMEs. Her team delivered consistently smooth rollouts, and clients praised the quality of their work.
But there was a problem. Despite flawless technical implementations, the business impact was often less than Sarah knew it could be. The systems were in place, but they weren’t always driving the growth and transformation her clients needed.
She realised that to create real, lasting value, she had to shift her role. Instead of being seen as a tactical implementer, she needed to step up as a strategic marketing partner. The obstacle? Confidence. While Sarah understood her clients’ businesses well, she lacked a framework to guide higher-level strategic conversations.
The Turning Point
Sarah discovered StratNav, a collaborative strategy development and execution platform. StratNav gave her:
-
Structured frameworks like SWOT and PESTEL for capturing and analysing strategic insights.
-
A balanced scorecard approach to align goals with measurable outcomes.
-
AI support that boosted her confidence to engage credibly in strategic discussions.
-
Collaborative tools that enabled her team to work together more effectively and also supported deeper client engagement.
The Transformation
With StratNav, Sarah was able to start every project with a strategic conversation:
-
For some clients, this meant identifying their strengths, weaknesses, opportunities, and threats.
-
For others, it meant aligning technology projects with broader business goals.
-
Often, it meant co-developing scorecards to measure the real business impact of her agency’s work.
These conversations transformed her client relationships. Clients began to see Sarah as a trusted partner, not just a vendor. They sought her advice, valued her input, and looked to her for guidance beyond CRM systems.
The Results
The shift was measurable and significant:
-
~20% higher client retention, as more projects led to follow-up work or retainers.
-
~25% higher revenue per client, as Sarah’s agency delivered broader, more strategic solutions.
-
A new market positioning: from “CRM implementation” to “Sales and Marketing Transformation.”
Importantly, when clients weren’t ready for strategic conversations, her agency could still deliver traditional CRM implementations as before. It was all upside, with no downside.
Conclusion
By using StratNav, Sarah didn’t just improve her processes—she redefined her role. From technical implementer to strategic partner, she built deeper relationships, delivered more sustainable results, and grew her business.
Ready to make the same leap?
If you want to elevate your client relationships and deliver more strategic value:
-
Try StratNav free today: www.StratNavApp.com/Consultant
-
Or schedule a demo: Book a StratNav demo
