Our Proven Process for Projects

At Crum Consulting, we believe every high-value engagement should feel predictable, transparent, and results-driven. That’s why we use our Four-Phase Proven Process—a framework designed to give clients clarity, accountability, and confidence at every step.

  • Purpose: Understand your current situation, validate the challenges, and define measurable goals.

  • What We Do: We dive deep into your business through stakeholder interviews, data analysis (traffic reports, financial summaries), and a review of existing processes and technology.

  •  Outcome: A clear Statement of Need and a shared definition of success. This phase determines whether your engagement is best suited as a Project or a Strategy.

Phase 1

Discovery & Assessment

Strategy & Planning

Phase 2

  • Purpose: Build a roadmap that outlines the exact steps to achieve your goals.

  • What We Do: Using insights from Phase 1, we create actionable recommendations, a phased timeline, and ensure alignment across business functions.

  • Outcome: A finalized Project Plan (for one-off work) or a Strategic Roadmap (for ongoing partnerships), complete with milestones, KPIs, and assigned resources.

Implementation & Execution

Phase 3

  • Purpose: Turn the plan into reality.

  • What We Do: This is the “doing” phase—building, coding, training, process design, change management, and rolling out new systems or campaigns. Regular check-ins and progress reports keep everything on track and within scope.

  • Outcome: A tangible deliverable (e.g., a live, optimized website) or an operational change (e.g., integrated marketing campaigns or a new pricing model).

Optimization & Support

Phase 4

  • Purpose: Measure results, ensure sustainability, and drive continuous improvement.

  • What We Do: We track KPIs, conduct post-project reviews, provide documentation, and transfer knowledge to your team. For ongoing partnerships, this phase loops directly back into Discovery to identify the next set of priorities.

  • Outcome: Either a Final Project Handover or an Ongoing Performance Review with recommendations for the next quarter.

Project vs. Strategy: What’s Right for You?

The same Four-Phase Process applies to both Projects and Strategies, but the scope and depth differ. Think of it as the difference between delivery and partnership.

The [Service] Project (e.g., Website Project)

  • Focus: Execution of a specific, fixed-scope task.

  • Discovery: Limited to immediate needs (site functionality, content, design).

  • Implementation: Highly focused and time-bound. Ends once the deliverable is launched.

  • Optimization: Ensures functionality meets requirements, but does not include ongoing strategic support.

👉 Best for clients who need a defined deliverable with a clear start and finish.

The [Service] Strategy (e.g., Website Strategy)

  • Focus: A transformational, retainer-based partnership for continuous outcomes.

  • Discovery: Holistic—covering branding, SEO, API integration, and marketing alignment.

  • Implementation: Coordinated across multiple work streams (website build, SEO, marketing rollout).

  • Optimization: Continuous cycle of improvement, feeding back into new Discovery phases each quarter.

👉 Best for clients seeking long-term growth, with Crum Consulting as the Integrator supporting your role as the Visionary.

Why It Matters

Whether you need a one-time project or an ongoing strategy, our Four-Phase Proven Process ensures you get not just deliverables—but results that align with your vision and drive measurable impact.