Frequently Asked Questions
What does EngagePro Solutions Ltd do?
EngagePro Solutions is a UK-based consultancy helping businesses strengthen client relationships through smarter connection and retention strategies. We offer practical, independent advice to help you engage new clients and retain existing ones – without pushing software or unnecessary extras.
Who do you work with?
We primarily support small and medium-sized businesses across professional sectors such as law, accountancy, property, and financial services. If your business relies on client relationships, we can help you connect more effectively and retain clients for longer.
What is CRM, and why is it important?
A Customer Relationship Management (CRM) system helps you manage client data, track interactions, and improve communication. A well-structured CRM enhances efficiency, strengthens relationships, and supports long-term business growth.
What makes EngagePro Solutions different from other consultancies?
We’re completely independent, with no ties to software providers. That means our advice is unbiased, focused entirely on what suits your business. We also combine client connection and retention expertise to help you manage every stage of the client relationship.
Do you work with specific CRM software?
No. We work across multiple CRM platforms and can help you optimise whichever system you already use. Our focus is on improving your process, not selling a product.
How can I tell if my CRM system needs improvement?
Common signs include:
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Struggling to keep clients engaged
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Repeated manual work or missed follow-ups
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Gaps in communication or unclear data
If any of these sound familiar, we can review your setup and recommend practical improvements.
What does the consultation process involve?
It starts with a free 30-minute consultation to discuss your goals. From there, we’ll conduct a detailed review, provide a clear strategy, and guide you through implementation – whether it’s improving connection, retention, or both.
How long does a typical project take?
Most audits or strategy projects take 2-4 weeks, depending on scope. Ongoing or retained support can continue monthly or as needed.
How much do your services cost?
Our pricing is transparent and flexible:
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Hourly Consultations: From £100 per hour
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Health Check Audits: £349
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Strategy Builder: From £895
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Ongoing Support: From £295 per month
Full details are available on our Services Page.
When is payment due?
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Hourly Consultations & Audits: Payable in advance
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Block Bookings (3+ hours): 50% deposit upfront, balance on completion
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Other Services: Within 15 days of invoice (deposit may be required)
Do you offer ongoing support after the project is complete?
Yes. Our retainer packages provide continued consultancy, regular check-ins, and priority support.
This ensures your strategies stay aligned as your business grows.
Can I change my service package later?
Absolutely. You can upgrade, adjust, or pause services at any time to suit your evolving needs. We’ll make sure your package continues to match your business goals.
Do you offer training?
Yes. We provide CRM and process training for you and your team to help you get the most out of your systems. Training can be included in setup projects or booked separately.
What is your cancellation policy?
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Individual Consultations: Minimum 24 hours’ notice to cancel or reschedule
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Packages: Cancellations at least 14 days before start; pro-rata refunds apply (less 10% admin fee)
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Retainers: 30 days’ written notice; unused hours refunded minus 10% admin fee
Full details are available in our Cancellation Policy.
How can I book a consultation?
You can book a free 30-minute consultation by clicking here or contacting us via the Contact Us page. We’ll arrange a convenient time to discuss your goals and how we can help.