The Missing Layer in Your GTM Stack
Most GTM teams don't need another tool. They need someone to manage the data.
Sales has a CRM. Marketing has an automation platform. Customer Success has a ticketing system. But nobody is maintaining the data flowing between them. No one is deduplicating the new records that come in every week. No one is checking which contacts have changed jobs. No one is flagging the companies that dissolved three months ago but are still sitting in the pipeline as open opportunities.
The CRM degrades a little every month. By the time someone notices, the cleanup is a project - not a task. And once you clean it, it starts decaying again immediately.
A data operations retainer makes this someone's job - without adding headcount. It is the operational backbone that Revenue Operations depends on.
What's Included Every Month
200-400 Net-New Enriched Prospects
Matched to your ICP, verified, and delivered CRM-ready. Not recycled leads - genuinely new accounts sourced from Companies House, LinkedIn, Apollo, and trade directories.
Monthly CRM Hygiene Pass
Job changes detected and flagged. Bounced emails removed. Dissolved or acquired companies identified. Duplicate records that crept in since last month merged. Field standardisation maintained.
Monthly Data Health Report
A scorecard delivered by the 5th of each month: data accuracy percentage, enrichment coverage, gap analysis, decay rate trends, and recommendations. Something you can show the board or your VP of Sales.
Ad-Hoc Requests
Custom scraping, competitor monitoring, market sizing, or any data research task your team needs during the month. Submitted via your dedicated Slack or email channel.
Dedicated Channel and Monthly Call
Async communication via Slack or email with priority turnaround. Plus a 30-minute monthly review call to discuss the data, adjust the ICP, and plan the next cycle.
What's Not Included
We are transparent about scope - it prevents surprises:
- Outreach execution (we build the data, you run the campaigns)
- CRM configuration or migration (we recommend partners for this)
- Content writing or creative
We handle the data layer. Your team handles what they do with it.
How It Works
Month 1: Onboarding. CRM access, ICP alignment, and a baseline data health audit. We map your current state, identify the biggest gaps, and set up the delivery cadence.
Month 2 onwards: Delivery. New prospects delivered weekly. Hygiene pass runs monthly. Data health report delivered by the 5th. Ad-hoc requests handled within the agreed SLA.
Quarterly: ICP Review. Every quarter we review which accounts converted, which didn't, and adjust targeting based on real win/loss patterns - not assumptions.
Why Not Hire Internally?
The maths is straightforward.
An in-house data operations hire costs £45,000-£65,000 in base salary. Add employer's NI, pension contributions, tool licences, management overhead, and three months of ramp time before they're productive. The true cost is closer to £70,000-£100,000 per year.
A ClientWise retainer starts at £3,000 per month - £36,000 per year. It includes the full tech stack, starts in one week, and has no ramp period.
When to hire instead: when you have three or more concurrent workstreams, or when you need someone making CRM architecture decisions full-time. We help clients transition to internal hires when the time is right.
For the full breakdown, see our in-house vs outsourced comparison.
Pricing
£3,000-£5,000 per month depending on volume and complexity.
Monthly payment in advance via Stripe. No annual contract. 30 days' notice to cancel.
No procurement theatre. No 12-month lock-in. If the data is good and the pipeline is growing, you stay. If not, you leave.
Book a scoping call - we will review your current data situation and tell you whether a retainer makes sense, or whether a one-off CRM Quality Audit is the better starting point.
Frequently Asked Questions
What CRMs do you work with?
HubSpot, Salesforce, Pipedrive, or any CRM with import/export capability.
How quickly can you start?
Within one week of signing. Onboarding takes 2-3 days.
Can I adjust the scope month to month?
Yes. We review scope quarterly and adjust as your team grows or priorities shift.
Do you replace our SDR team?
No. We give them better data so they can sell instead of research. See why SDR teams spend 40% of their time on data tasks and how data ops changes that.
What if we outgrow the retainer?
We help you hire and transition to an internal data ops function. Most clients reach that point at 3+ concurrent workstreams - and even then, some keep us on for the enrichment and hygiene layer.
How does this differ from a RevOps hire?
A RevOps manager owns strategy, process, and tech stack decisions. We own the data layer underneath. Many teams use both - see our page for RevOps teams and the agency vs hire comparison.
