The experience clients count on
Lloyd Solves designs CRM and RevOps systems that teams actually use. As a Platinum HubSpot Partner led by Kenny Lloyd, we bring senior consultants who build and teach — so you see faster adoption and measurable revenue impact.
Proof you can point to
Personal injury firm
SaaS provider
Year over year
These gains are typical of the value we aim to deliver in the first 90 days.
What to expect with Lloyd Solves
Clear plans. Visible work. Flat-fee, outcome-based engagements that track to your goals inside transparent Asana projects. We document every build so your team can own it after go-live.
We primarily serve professional services — with a focus on legal and accounting — and extend proven patterns to SaaS and construction when it fits.
Our voice is senior, calm, and direct. We teach before we sell.
Our process
Discover and align
Map your customer journey, surface bottlenecks, and define success in plain language. You get a current-state map, success criteria, and initial risks; we need stakeholder access and your top three outcomes.
Blueprint and roadmap
Design the simplest system that solves today and scales tomorrow. You get a solution blueprint, phased plan, and RACI. We need a single decision maker for approvals.
Data and systems audit
Make migrations predictable. We assess data sources, duplicates, permissions, and integrations, then deliver a scorecard, field mapping, and migration plan.
Build and configure
Stand up a working CRM in small, testable slices — objects, pipelines, automations, and reports in HubSpot or Salesforce, with naming standards and an admin playbook.
Migrate and integrate
Run test migrations, validate with real users, and finalize a cutover plan. You approve fields and provide a short blackout window.
Enable and train
Deliver role-based live training, quick-start guides, and short videos so users are confident on day one.
UAT, launch, and hypercare
Use UAT scripts and a go/no-go checklist, then launch with fast issue turnaround and clear service levels.
Continuous improvement
Review KPIs monthly or quarterly, groom the backlog, and ship small enhancements that keep value flowing.
Day to day with us
Single source of truth
Asana for tasks, decisions, and docs.
Short weekly status
Plus clear async updates.
Frequent demos
Instead of long reveal meetings.
Visible change control
Priorities stay intact.
Named engagement lead
With an open escalation path.
Our standardized offers flow into transparent Asana projects, so you always see what we’re working on and how each task ties to your goals.
Timelines
Focused CRM uplift
4–6 weeks
Multi-team implementation
8–12 weeks
Enterprise or multi-org
12–20 weeks
With custom integrations
We ship in small batches, so you see value early and often.
Roles and responsibilities
Lloyd Solves
- Engagement Lead
- Solution Architect
- Implementation Specialists
- Data and QA
- Trainer and Enablement
Your team
- Project Owner
- Subject-matter experts (sales, marketing, service)
- Data Owner
- IT or integration contact
- Pilot users
What we need from you
Clear goals and success metrics
Access to tools and data using least-privilege and MFA
Timely feedback within two business days
A small pilot group for early validation
One empowered decision maker
Quality, security, and transparency
We work with least-privilege access and MFA, provide documented configurations and naming standards, and run reversible test migrations. We tie dashboards to the outcomes you care about, so adoption, cycle time, and revenue metrics stay visible.
Why firms choose Lloyd Solves
Senior consultants
Who build and teach — without big-four bloat.
Outcome-based engagements
Flat-fee, with world-class documentation.
Proven reliability
From a proven catalog and transparent delivery.
Professional-services focus
Where even small inefficiencies cost millions.
This is how we deliver on time and on budget — with steps and deadlines you can track in real time.
Frequently asked questions
How quickly can we start seeing results?
We aim to deliver measurable gains within the first 90 days. Our phased approach means you see value early and often through small, testable releases.
What industries do you specialize in?
We primarily serve professional services, with a focus on legal and accounting firms. We also extend proven patterns to SaaS and construction when it fits.
How do you handle project communication?
All work lives in transparent Asana projects with short weekly status calls and clear async updates. You always see what we’re working on and how each task ties to your goals.
What makes Lloyd Solves different from other consultancies?
Senior consultants who build and teach, flat-fee outcome-based engagements with world-class documentation, and a focus on professional services where inefficiencies cost millions — all without big-four bloat.
Do you provide training and ongoing support?
Yes. We deliver role-based live training, quick-start guides, and short videos so users are confident on day one. After launch, we provide hypercare support and continuous-improvement reviews.
Before you build anything else
Design the future of your firm before anyone starts clicking.
A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.
Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.