I offer a wide and diverse variety of services specifically designed to add substantial value to your CRM program. From detailed audit processes to careful strategy creation, through to direct implementation and dedicated resource management, I bring a comprehensive and impressive list of experiences and capabilities that are tailored to your brand.

Services

  • From migrating to Klaviyo to optimising already-established accounts, Klaviyo is where I am most at home. With its abilities and flexibility, you can rapidly deploy effective retention strategies. The only other thing it takes is some great knowledge and experience.

  • While Klaviyo is great, there are many other powerful platforms out there. I take a ‘platform agnostic’ approach, meaning that I can easily work across any email/CRM platform. Mailchimp, Emarsys, Dotdigital, to name a few.

  • It’s not just B2C CRM that I do. I also bring HubSpot management experience to the table. I’ve designed CRM strategies that consist of lead management, sales ops, marketing automation and reporting/forecasting for a wide variety of clients operating on HubSpot.

  • While, like Klaviyo, HubSpot is also great, there are many great B2B CRM’s out there that can provide effective alternatives. Here I also take a ‘platform agnostic’ approach to deliver comprehensive and complex CRM solutions on clients working in the B2B space.

Capabilities

  • Deploy the latest available technology to reduce your manual workload and automate as much of your customer communications as possible with marketing automation. Using email, SMS and push notifications as message channels, automation plays a key role in any CRM strategy.

  • A comprehensive customer retention strategy is crucial to your long term revenue and return on investment on customers acquired through paid channels. I specialise in mapping out complex but effective customer journeys tailored specifically to each product offering.

  • As the saying goes, first impressions count. Getting email design right has never been so complex but so important. I bring a wealth of experience when it comes to designing emails via a master template that renders properly on each device and appears as they should in dark mode.

  • Email and other CRM channels are the perfect tools to really tell your brand's story and keep your customers engaged and active with you. I bring well crafted, on-brand email copy that can have a huge impact on your performance from this channel.

  • It’s not just about email these days, and a carefully designed SMS marketing strategy can add further to your retention rates. I can help you drive further engagement and repeat revenue with your most loyal customers in a way that maintains best practice.

  • It’s not just all about automation. Maintaining a consistent and comprehensive email campaign (one off, unique sends) strategy can help contribute greatly to your revenue from this channel. I can work with you on devising a campaign strategy that drives repeat revenue.

  • Achieving and maintaining good database hygiene - and ultimately health - is crucial to a sustainable CRM program. Here I’ll work with you to implement a series of best practice actions, segmentation rules, as well as conduct a ‘cleanse’ of your database to identify and remove all of your dud emails.

  • Having great emails is one thing, but adopting deliverability best practice is crucial to ensuring that your emails land where you want them to in the inbox. Through a combination of segmentation, content rules and database health, let’s get as many of your emails delivered as possible.

  • From migrating to Klaviyo to optimising already-established accounts, Klaviyo is where I am most at home. With its abilities and flexibility, you can rapidly deploy effective retention strategies. The only other thing it takes is some great knowledge and experience.

  • Get insightful and actionable information on your customers and your CRM activities that helps you drive retention performance further. Here I will work with you to understand the data that is important to your business and cut through the noise.

  • Whether it’s creating complex sales journeys for your B2B business or setting up integrations and plugins that add your sales processes, I design sales ops frameworks with the aim of enhancing conversion and creating a seamless experience for your leads and customers.

  • From lead acquisition, to qualification, scoring and nurturing strategies, I can work with you to understand where your leads are coming from, how much they are costing and how best to manage that crucial relationship with them upon capture.  

Platforms and services I use: