About CDP Governance

CDP Governance is a practice serving regulated UK sales teams. We deliver two fixed-scope engagements: one that governs what your team says to the market, and one that governs how pipeline decisions are made and recorded.

The practice is delivery-led, not software-led. Each engagement has a defined scope, a named delivery team, a handover date, and a set of deliverables. We do not sell ongoing retainers, and our engagements are non-renewing by default.

Most teams start with outbound. The Outbound Governance Install reviews and corrects live outbound materials against a message risk standard, then hands over a pre-send review gate and a manager QA checklist. It runs for 7–14 calendar days.

For teams that also need pipeline governance, the CDP 30-Day Pilot installs CRM decision fields, operator training, a manager oversight cadence, and a measurement framework. It runs for 30 calendar days and transfers eight defined deliverables at completion.

We serve financial advice, insurance, wealth management, mortgage, and pensions teams — sectors where documentation, evidence, and message control are not optional.