Planning and priorities
We turn your business goals into a CRM strategy and a 90-day plan. We rank priorities by impact and effort and review them with you every month.
We lead and run your CRM marketing
You get a CRM lead and a team to handle the day-to-day work. You set the business goals and budget. We make the plan, coordinate the team and take care of campaigns, automation and reporting.
When it fits
You want a team to take responsibility for all or a core part of your CRM marketing, including day-to-day decisions.
Who leads
Our CRM lead sets priorities and manages the team. You stay involved in business goals, budget and decisions that need your approval.
What you gain
One team accountable for the result. No need to brief every task or coordinate a copywriter, a developer and an analyst separately.
What we take on
We agree the scope at the start. Most often we take on these areas:
Campaigns and automation
Newsletters and automated journeys across the customer lifecycle, from welcome to win-back. Email, SMS and WhatsApp follow shared frequency rules, so campaigns do not get in each other’s way.
Website personalisation
We design content, offers and product recommendations around visitor interests. We define when to show them, when to leave them out and how to measure their impact.
Data and technical setup
We look after integrations, data flows and website event tracking, with checks that flag a data outage before it shows up in campaigns.
Quality checks and continuity
Every campaign gets a second pair of eyes and key settings are documented. If someone is away, work carries on, and if you ever leave us, nothing is lost.
Results and next steps
Once a month we go through what we launched, what it delivered against a control group and what comes next. We distinguish measured impact from estimates.
How we work together
Your CRM lead manages the weekly work, updates priorities each month and reviews results with you regularly. You can see what the team is doing without managing it every day.
What stays with you
Business goals, budget, products, pricing and key approvals. We also need a contact who can help with decisions and the information the team needs.
What we handle
CRM strategy, planning, team coordination, campaigns, automation, quality checks and reporting.
How we start
Review where you are
We go through data, campaigns, automation and results. You get a clear view of what works, what does not and where the biggest opportunity is.
A plan for the first 90 days
We set priorities, who approves what and how we will measure results.
First launches
We start with the changes most likely to pay off early. You can see the status of the work at any time.
First review
After the first phase, we show what the changes delivered and adjust the plan for the next period.
The first launch also depends on access, data readiness and approvals. We agree the practical steps at the start.
Scope and budget
Pricing depends on your channels, markets, current setup and the work we take on. The proposal separates initial setup, ongoing work, platform licences and any usage-based costs.
We price major migrations and development outside the agreed plan separately. We agree any changes to scope and price before starting the extra work.
Looking for a team to take care of your CRM marketing?
We’ll review your goals and how things work today, then explain what we can take on and how we would work together.