Strategy and planning
We use your data to find the biggest opportunities and prepare a strategy with segments, a customer lifecycle map and priorities for the coming months.
We set up your CRM marketing and train your team
A project with a clear brief and outcome: a new CRM strategy, a configured platform, live automated journeys or a migration. After handover, your team carries on independently.
When it fits
You need a specific change and want your own team to run CRM marketing afterwards.
Who leads
We lead the project. Your team takes over after handover and training.
What you receive
Depending on the project, this could be a strategy, content, templates or a working technical solution. We agree up front what documentation and training your team will need.
Where we can help
Content and automation
We build templates and core automated journeys: welcome, abandoned cart, post-purchase and win-back. Each has rules for entry, exit and frequency.
Platform and data
We help you choose a platform or get more from the one you already use. We design the data model, connect your online store or booking system and set up website event tracking.
Handover and training
You receive documentation: a data dictionary, a map of your automated journeys and working procedures. Your team practises preparing, checking and evaluating campaigns on real tasks.
How the project works
Initial analysis
We review your data, tools and current communication and agree exactly what the project needs to deliver.
Scope and deliverables
We define the deliverables, the scope and how we will know the project is complete.
Delivery in stages
We roll out changes step by step, so you see results along the way instead of waiting for the end of the project.
Hand over to your team
We train the people who will continue the work and agree who will look after each part. Any ongoing support is arranged separately.
Start with the part you need
We can provide an audit, a strategy, content or a full implementation with training. You do not have to change platforms or sign up for ongoing CRM marketing management.
At the start, we identify the access we need, any changes to your systems and the decisions that require your approval.
What needs to change in your CRM marketing?
Tell us what is missing today. We’ll suggest a project that leaves your team ready to continue on its own.