A CRM review

What is a CRM review?

I go through everything your CRM does today, from the data coming in to the messages going out. You get a plan, in order of what will make the biggest difference: what's working, what to fix and what to do next.

Who is it for?

Founders, CEOs and heads of marketing or CRM, at businesses that already have customers to keep and a programme that isn't pulling its weight. You don't need a big team or a big list. You need to want an honest answer.

When is it worth doing?

• Every channel plans its own sends, and customers get the same message three times.
• Repeat purchase has stalled, and the fix so far has been another discount.
• You're about to change platform and want to know what's worth taking with you.
• Your CRM lead has left, or you're between hires.
• You serve more than one kind of customer, and they're all getting the same journey.

What I look at

Journeys

Every automated flow you run, from the first welcome to the last win-back.

Segments

Who gets what, and whether the way you split your customers still makes sense.

Channels

Email, SMS, WhatsApp, push and in-app, and whether they work as one plan or five.

Data

What you collect, what you actually use, and what's missing.

What you get

A prioritised plan: what's working, what to fix and what to do next, in order of what will make the biggest difference.

How is it scoped?

We agree the scope and fee up front, so you know exactly what you're getting.

How do you work with our platform?

One of two ways, agreed before we start:

• Inside your platform. You give me access, on terms agreed up front, and I work in it directly.
• Alongside your team. I build the strategy and hand it to your team to create in the platform.

Platforms I work in:

• Braze
• Klaviyo
• Mailchimp
• Salesforce
• Emarsys
• Bloomreach

Using something else? Just ask.

Where it can go next

Build

I design the programme, then build it with your team, agency or platform partner.

Embed

Interim CRM leadership, or a senior pair of hands for a project, a busy season or a gap in the team.