3 WEEKS · FIXED SCOPE · PRICING ON REQUEST
CRM Audit
Find out exactly why your lifecycle communications are not converting and what to fix first.
Your CRM is running. Retention and monetisation are not moving. You do not know why.
Your team is busy. Campaigns are going out. You have your platform set up, segments built, welcome flows running. But retention and monetisation are flat. Reactivation is not converting. You are not sure whether the problem is strategy, execution, measurement, or all three.
The Audit answers that question in three weeks. You walk away with a written gap analysis, a 90-day roadmap, and a top-five priority list your team can start on next week.
This is for you if:
- You are using Braze or a comparable platform and your campaigns are live but your lifecycle impact is unclear
- You inherited a CRM setup and want senior judgement on whether it is built correctly before investing more into it
- You are a CRM, growth, or product leader who wants an independent senior review before presenting to your leadership
- You are launching a new product and want to build the lifecycle architecture correctly from the start
- You have a team who can execute but need a senior advisor to diagnose the problem first
How it works.
Week 1 — Discovery and Async Review
60-minute kickoff call: I map your current lifecycle architecture, team setup, and goals
You share platform access (view only), campaign data, and retention metrics
I audit your full lifecycle: onboarding, engagement, lapse triggers, reactivation flows
I review your segmentation logic, message frequency, channel mix, and personalisation depth
Week 2 — Gap Analysis and Prioritisation
I identify the gaps in your current communications — ranked by revenue impact vs implementation effort
I build the gap analysis document: what is working, what is broken, what is missing entirely
I model the 90-day roadmap: what to do in 30 days, 60 days, and 90 days
I write the top-five priorities, the specific moves your team should start with next week
Week 3 — Readout and Handoff
90-minute senior leadership readout: I walk you through findings and recommendations, your team asks everything
You receive the written action plan your team can execute immediately
Follow-up call included, 4 weeks after delivery to check execution progress
Deliverables.
- Lifecycle Communications Map — visual overview of your current state vs best practice
- Gap Analysis — every category audited, scored and explained
- 90-Day Roadmap — prioritised initiatives sequenced by impact and effort
- Top Five Priorities — the specific moves to make next week, next month, next quarter
- Quantified Revenue Leakage — where we can model it, the audit puts numbers on what is recoverable
- Senior leadership debrief — working session with your leadership team
- Follow-up call — 4 weeks after delivery
You know what is broken. Your team knows what to do next.
You walk away with complete clarity on where your lifecycle is underperforming and why. Not a vague list of best practices but a specific, prioritised action plan written for your setup, your team, and your product.
Pricing on request. Free 30-minute scoping call first. Pricing on request. Free 30-minute scoping call first.
Book the Audit →