Not sure where to begin? This audit provides a clear, actionable roadmap to unlock more value from your CRM and eliminate guesswork.

What’s included:

• Comprehensive review of your CRM setup & customer journeys
• In-depth analysis of segmentation and lifecycle performance
• Audit of retention, conversion & reactivation flows
• Strategy call + tailored recommendations report

👉 Best for: Businesses seeking clarity and direction before scaling their CRM.

Ready to scale? This service transforms your CRM into a true growth engine, driving retention, conversion, and customer loyalty month after month. Beyond the audit, we move into action with a tailored strategy and ongoing optimisation.

What’s included:

• Custom CRM strategy design & lifecycle automation setup
• Planning and execution of retention, conversion & reactivation campaigns
• Multi-channel setup: email, SMS, push, in-app messaging, and WhatsApp
• Advanced segmentation optimization, A/B testing, and control group analysis
• Monthly performance reporting with actionable recommendations

👉 Best for: Companies ready to professionalise their CRM and scale sustainably.

Retention isn’t just about keeping customers - it’s about growing their value over time. By leveraging deep customer insights, I design targeted and automated campaigns that reduce churn, increase repeat purchases, and strengthen loyalty.

What’s included:

• In-depth analysis of active customer trends and churn drivers
• Advanced segmentation & personalised retention strategies
• Optimisation of automated flows for repeat purchases & churn prevention
• Continuous testing & funnel optimisation for higher performance
• Reactivation programs to win back inactive customers
• Monthly strategy sessions & performance review calls

👉 Best for: Businesses seeking a long-term CRM partner focused on sustainable, measurable growth.

Your customers don’t live on a single channel—why should your marketing? I help you design and manage impactful campaigns across email, SMS, WhatsApp, in-app messaging, and web push. The result: consistent, personalised experiences that build stronger relationships, boost conversions, and increase retention.

What’s included:

• Tailored strategy & campaign calendar aligned with your objectives
• Personalised messaging & creative design for each channel
• Automation setup to trigger timely, relevant communications
• Advanced segmentation ensuring the right message reaches the right audience
• Testing & optimisation (A/B, control groups, reporting) to maximise performance
• Monthly insights & recommendations for continuous growth

👉 Best for: Brands that want to move beyond one-off emails and build a seamless, omnichannel CRM approach to engage customers where they are, when it matters most.

Your CRM doesn’t stop at classic channels. Social media adds an extra layer of visibility, acquisition, and engagement that strengthens your customer relationships. By integrating social platforms into your CRM approach, you can extend reach, amplify brand awareness, and create meaningful interactions that support loyalty and growth.

What’s included:

• Content & strategy planning tailored to your brand objectives
• Paid social campaigns with budget allocation, targeting, and segmentation strategy
• Engagement analysis & monthly performance reports to track results and refine actions

👉 Best for: Companies seeking a 360° marketing approach, linking CRM with acquisition, exposure, and long-term engagement.