Our Services
At EngagePro Solutions, we offer flexible consultancy services to help you retain more clients and get the most from your existing systems. Whether you're looking for a one-off review or long-term support, we tailor every solution around your business goals – no software sales, no unnecessary extras.
Health Check Audit
A detailed review of your current client journey or CRM setup, designed to give you clarity and quick wins.
Includes:
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1:1 consultation call
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Review of your current process or system
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Practical advice and priority actions
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Summary report with recommendations
Best for: Businesses who want a clear starting point before making improvements.
£349.00
1
A structured, hands-on project to help you build or refine your client retention strategy or CRM process.
Includes:
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Full audit of client journey and/or CRM
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Custom strategy tailored to your business
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Suggested system improvements
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Guidance on implementation and team engagement
Best for: Businesses that want to improve retention, streamline client communication, and build long-term loyalty.
2
Strategy Builder
From £895.00
Regular support and check-ins to help you stay on track and adjust your approach as needed.
Includes:
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Monthly or bi-monthly sessions
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Continued CRM and client process reviews
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On-call guidance for ad hoc questions
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Flexible support across retention and system use
Best for: Businesses that want consistent advice and a long-term partner for success.
3
Ongoing Support
From £295 per month
Retainer Services
Looking for a more flexible, ongoing partnership?
Our retainer services give you continued access to our expertise without fixed deliverables. It’s ideal for businesses that need regular input across client retention, CRM improvements, team training or process changes – but want the freedom to shape that support as they go.
What it includes:
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Priority access to our time and input
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Bespoke support shaped around your monthly needs
Ideal for growing businesses with changing priorities
Price Tailored to You
4
Hourly Consultations
Need quick advice or support on a specific issue?
Our hourly consultation option is ideal for businesses that want focused, one-off guidance without a full package. Whether it’s a CRM question, a client retention issue, or help reviewing a current process – we’re here to help.
What you get:
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One-to-one video or phone session
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Notes and recommendations sent after the call
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No ongoing commitment required
Let’s discuss your goals and build a support plan that works for you
Price Tailored to You
5
Need something more tailored to you?
We understand that no two businesses are the same. That’s why every service we offer is tailored to your needs. Whether you choose a set package or want something more flexible, we’ll work with you to build a plan that suits your systems, your clients, and your goals.
Book your FREE 30-minute Consultation to get started.
Why Choose EngagePro Solutions Ltd?
Tailored Solutions: Every service is customised to your unique needs and goals.
Expertise You Can Trust: Years of experience in CRM and client retention strategies.
Transparent Pricing: Clear, upfront pricing with no hidden fees.
Flexibility: Choose the services or packages that best suit your business.
No VAT: Competitive pricing with no added VAT, helping you save more.
Ready to transform your business? Contact us today using the below form and discover how we can help you optimise your CRM and client retention strategies.