Northfield Advisory

CRM & Sales Operations for UK Professional Services Firms

We help accounting, consulting, and specialist service firms bring structure to their CRM and sales process — ensuring leads are followed up properly and partners have clear visibility.

Who we work with

We work with UK professional services firms that rely on partner-led or small-team sales models and want a more consistent, structured approach to managing new business opportunities.Our clients typically:

  • Have between 5 and 50 employees

  • Use (or have tried to use) a CRM such as HubSpot or Pipedrive

  • Generate leads via referrals, email, LinkedIn, or their website

  • Feel their current sales process lacks clarity or discipline

THE CONTEXT

The Challenge

Many firms already have a CRM in place, but in practice:

  • Leads are not followed up consistently

  • Ownership of new enquiries is unclear

  • Pipelines do not reflect the real sales process

  • Reporting is incomplete or unreliable

  • Partners lack confidence in the data

  • The result is missed opportunities, unnecessary admin, and frustration.

OUR APPROACH

What we do

Our work typically includes:

  • Reviewing your current CRM setup and usage

  • Defining clear pipeline stages and lead statuses

  • Establishing ownership and follow-up rules

  • Implementing simple reminders and automations

  • Creating clear, partner-friendly dashboards

  • Providing practical guidance for day-to-day use

How it works

Northfield Advisory provides practical CRM and sales operations support, focused on simplicity and usability rather than complex systems.We do not sell software. We help you make better use of the tools you already have.

How we do it

AUDIT

We review how leads currently come in, who follows up, and where opportunities stall

BUILD

We implement a clean CRM structure aligned to how your firm actually works.

AUTOMATE

We add only essential automations — no over-engineering so you can focus on the actual job

ENABLE

We walk your team through the system and provide clear guidance on what to do and when

Why Northfield Advisory

  • Northfield Advisory works exclusively with professional services firms.

  • Our approach is calm, structured, and practical.

  • Focused on clarity rather than complexity

  • Designed for partner-led businesses

  • Fixed scope, no long contracts

  • Independent and tool-agnostic

  • We aim to leave you with a CRM that is simple, reliable, and actually used.

Contact us

If you would like to discuss whether this would be useful for your firm, you can get in touch below.📧 [email protected]
📞 UK phone number