Data, AI & CRM consulting that speaks your language — then delivers.
We help founders and business leaders turn ambition into working data strategy, AI implementations, and CRM systems. A senior-led team that understands what you're trying to achieve — and has the technical depth to make it happen.
You have the ambition and the budget. Maybe you've already invested in a CRM, some analytics tooling, or started exploring AI. But turning those investments into real business outcomes requires a team that understands both sides — the strategic goals you're trying to hit, and the technical work needed to get there. We translate what you need into what gets built, and stay hands-on through delivery.
What We Do
Strategy and delivery across data, AI, and CRM
AI & Data Strategy
AI strategy, data foundations, and working implementations that deliver ROI
- AI use case identification & implementation
- Data readiness assessments
- Data quality & governance foundations
- LLM integration & RAG implementations
CRM & Revenue Operations
CRM setup, migration, and optimisation that your revenue team actually trusts
- HubSpot & Salesforce implementation
- CRM data migrations & quality audits
- Lead scoring & opportunity prioritisation
- Sales & marketing data alignment
Analytics & BI
Dashboards, KPIs, and analytics that connect activity to revenue
- Pipeline & funnel performance analytics
- Customer & revenue insights
- Dashboard & reporting design
- Data warehouse design & KPI frameworks
Process Automation
Eliminate manual data work and keep your systems in sync automatically
- Zapier & n8n workflow design
- Data sync & platform integrations
- Business process mapping
- Workflow audit & optimization
Partners & Platforms
Certified and experienced across the platforms that matter
CRM
Automation
AI & Data
Analytics
Cloud
How We Work
A straightforward process designed around your needs
Understand
We start by listening. We audit your data, map your processes, and identify where the biggest gaps are — before changing a thing.
Build
We clean your data, configure your systems, and build the reporting and automation your team needs. No cookie-cutter templates — everything is built for your business.
Enable
We upskill your team, document everything, and stay as long as you need us — whether that's a focused project or an ongoing strategic partnership.
The Boutique Advantage
I speak your language, then translate it into technical requirements and delivery
Senior-led — the person you talk strategy with is the same person who delivers
Business outcomes first. Technology is the means, not the goal.
Honest advice — I'll tell you what's worth doing, and what isn't
Why Define Data
10+ years leading data teams across SaaS, fintech, banking, and e-commerce — now available to your business.
80%
Pipeline data quality improvement at a Series C fintech
15-person
Largest team built and managed across data, AI, and engineering
1.5B
Events analysed annually for a major banking initiative
14
Markets supported in e-commerce analytics
What Clients Say
"David understood our business challenges before touching the tech. He cleaned up our Salesforce data, built reporting we actually use, and our pipeline visibility went from guesswork to real-time confidence."
VP of Sales
Series B SaaS Company
"We'd tried two agencies before David. The difference was immediate — he actually listened to what we needed, didn't try to oversell, and delivered a data strategy we could execute on. Our team now self-serves analytics that used to take days to pull."
CEO & Co-Founder
Series C Fintech
"David's honesty is refreshing. He told us half of what we'd planned wasn't worth doing and focused us on the three things that would actually move the needle. Six months later, he was right."
Head of Operations
E-Commerce, 14 Markets
Let's Talk About Your Data
Book a free discovery call. We'll learn about your challenges, share what we've seen work, and tell you honestly where the biggest opportunities are.
Currently taking on new engagements for Q2 2026