At YPP Consulting, we don’t just deliver projects — we design operational ecosystems that power your next stage of growth. Our proven YPP Optimization Blueprint™ transforms your data, systems, and processes into a streamlined, scalable engine that frees your time, empowers your teams, and drives lasting results.
Whether you need the full blueprint or help with one critical stage, we offer modular services designed to meet you where you are – and take you where you want to go. Every service we offer follows one simple principle: Structure creates freedom.
We work with ambitious service businesses ready to fix the foundations before chasing the future.
| What it Covers | Assess operational readiness for AI integrations, identify quick wins, map responsible AI use cases. |
| Outcome | Customized AI Readiness Roadmap. |
| Who it’s for | Businesses curious about AI, overwhelmed by the noise, but serious about preparing smartly. |
| Delivery | Half-day or Full-day workshop (virtual or in-person). |
| Overview | CRM Review, Tech Stack Mapping, Process Audit, User Interviews |
| Outcome | Actionable Blueprint: Key gaps, inefficiencies, and optimization opportunities. |
| Who it’s for | Businesses unsure where their problems lie or considering transformation. |
| Overview | Future-state CRM strategy, Process Redesign, Tech selection, Roadmap. |
| Outcome | Clear operational and systems blueprint — designed for scale. |
| Who it’s for | Businesses who know they need a plan but aren’t ready to implement yet. |
| Overview | Salesforce design, Workflow automation, Reporting setup, Adoption support. |
| Outcome | A working, clean, user-friendly system that empowers your teams and delivers growth. |
| Who it’s for | Businesses ready to implement a new CRM or overhaul an existing one. |
| Overview | Post-launch system support, new automations, reporting tweaks, adoption coaching. |
| Outcome | Ensure continued success: evolving and refining systems as your business grows. |
| Right For | Businesses who want peace of mind and strategic growth support |
At YPP Consulting, we know that true transformation goes beyond technology. Our S.M.A.R.T Journey integrates your people, processes, and technology, keeping the voice of the customer at the core. This five-stage framework helps your organisation achieve
Operational efficiency . Better data management . Comprehensive technology adoption . Improved collaboration and trust
We begin with understanding your current operations, pain points, and business goals. By developing a growth strategy that integrates your people, processes, and technology, we establish a strong foundation for success.
Key Actions: Comprehensive Audit, Benchmarking, Strategic Roadmap
With a clear strategy in place, we map your processes and requirements across sales, marketing, and customer operations. This stage focuses on improving productivity, accountability, and revenue growth through a detailed process framework.
We dive into your data, aligning it with mapped processes to ensure it meets business requirements. This includes improving data quality, setting up governance structures, and making your data more accessible for decision-making.
Here, we refine your Salesforce ecosystem with automations, AI models, and dashboards to supercharge efficiency and decision-making. This stage brings clarity, with real-time insights into your revenue pipelines and customer interactions.
This is where everything comes together. Through ongoing training, feedback, and performance tracking, we build trust within your teams and with your customers. At this stage, your organisation is equipped to make confident, data-driven decisions, fostering long-term growth.