Everyone’s being told they need AI. Far fewer are ready to use it well. Book a free 30-minute call with our managing director and you’ll get an honest read on where you really stand, plus a short written summary to keep.
Hear from Managing Director, Max Watkins and Co-Owner, Ollie Bartlett, on what you should do before adding AI to your CRM.
No preparation needed. Just an honest conversation and a clear summary afterwards.
A relaxed 30-minute conversation with Max Watkins, our Managing Director. He’ll ask about your data, your systems, your processes, and what’s prompting your interest in AI.
We don't use jargon, and we won't pitch you either. Max will tell you where you’re strong, where the gaps are, and whether AI is a sensible move for you right now.
24 hours later, a short written readiness summary lands in your inbox, with a clear next step. What you do with it is entirely up to you.
Readiness comes down to whether the foundations underneath AI are in place. We look at five things, and we weight the first one most heavily.
Where your customer information lives, and how much you can trust it. Everything AI does depends on the data underneath it.
What you actually want AI to do, and the one problem worth solving first.
How your sales and service work flows, and where it leans on people rather than systems.
Whether the appetite and the backing are there to make a change stick.
Whether your systems can support AI, and how you’ll handle data, privacy and security.
We’re an independent CRM consultancy, and we’ve spent more than 20 years helping businesses choose, use and get real value from the right system. We’re not tied to any one product, so we can tell you honestly where you stand, even when the honest answer is “not yet”. You’ll talk to people who care whether this works for you, not a sales team reading from a script.
Over 20 years as independent CRM consultants
We are agnostic and not tied to any one platform
If you're not ready, we'll honestly tell you "not yet"
Get a written summary to keep, no obligation
Tell us a little about your business and we’ll get a 30-minute call in the diary with Max. It works whether you’re just starting to wonder about AI or you’re fairly sure you’re ready, and just as well if you’re already a Collier Pickard client.
Collier Pickard has been trading since 2004. The core team, however, has been together for more than 25 years – which means we have a great deal of experience as an independent CRM consultancy.
The Old Calf House
Chevening Road, Sundridge Kent, TN14 6AB, UK
2025 © Collier Pickard Ltd. Designed by Damteq™