Four ways to work together.
Every engagement is fixed scope and designed to produce a concrete output your team can act on immediately. Pricing on request.
3 WEEKS · FIXED SCOPE · PRICING ON REQUEST
CRM Audit
Find out exactly why your lifecycle communications are not converting and what to fix first.
A structured three-week audit of your current CRM communications and lifecycle architecture. I review your channels, journeys, segmentation, reactivation flows, and measurement approach. You get a written gap analysis, a 90-day roadmap, and your top five priorities to implement next.
Best for: Leaders who feel their CRM is running but retention is not moving. The fastest path from confusion to clarity.
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6–8 WEEKS · FIXED SCOPE · PRICING ON REQUEST
Lifecycle Strategy
The strategic foundation your lifecycle function will run on for the next 12 to 36 months.
I work with your senior leaders and your CRM team to design the lifecycle strategy, the KPI architecture, the operating model, and the team, including headcount and the full maturity curve. Includes a workshop with the team and a final presentation to your senior leadership.
Best for: Leaders building or rebuilding the lifecycle function. Companies whose existing playbook has run out of road.
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4–6 WEEKS · FIXED SCOPE · PRICING ON REQUEST
Loyalty Strategy
Loyalty as a revenue lever — not a points programme.
I design or audit your loyalty strategy with behavioural framework, cohort and tier architecture, reward design, and loyalty economics. Then I show you how to operationalise it in CRM. Includes workshop and senior leadership presentation.
Best for: Teams designing, scaling, or rescuing a loyalty programme that needs to drive revenue, not just engagement.
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3–6 WEEKS · FIXED SCOPE · PRICING ON REQUEST
CRM Technical Setup
Senior advisory on the technical foundation under your CRM.
Vendor-neutral advice on platform selection, data integration, event architecture, and migration planning. For teams choosing a new CRM, planning a move from an existing one, or stitching their data together to make their current stack actually work.
Best for: Leaders making a CRM platform decision they will live with for five years.
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Not sure which is right for you?
Book a free 30-minute scoping call. I will tell you honestly which engagement — if any — makes sense for where you are.
Ready to talk?
Book a free 30-minute scoping call. No pitch. Just a conversation about where your lifecycle is and what it could be.
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