Diagnose
CRM audit
Find out what is working, what is not and where the biggest revenue opportunities are.
From £1,500 + VATSee what's included Want a lighter review? Try the Discovery Audit
CRM and lifecycle marketing consultancy
Winning customers is hard. Keeping them should not be.
Getting someone’s attention is only the start. We help you build the right journeys for your prospects, customers and users, with relevant messages that encourage them to engage and take the next step. For your business, that could mean an enquiry, a purchase, regular use or a renewal.
Free guide, emailed to you straight away. No sales call needed.
Sound familiar?
People show interest. What helps them take the next step?
- People show interest, sign up or enquire, but too many never take the next step.
- Your messages go out, but you cannot tell whether they lead to enquiries, sales or engagement.
- Prospects go quiet, users stop engaging or customers drift away, without the right follow-up.
- Different people need different messages, but your platform sends everyone much the same thing.
Imagine instead
The right journey turns interest into action.
- More people taking the next stepProspects get the information and encouragement they need to enquire, book a demo or buy.
- Customers and users who stay engagedRelevant onboarding and follow-up help people see value, keep using your service or renew.
- The right message for each journeyPeople hear from you based on their needs and actions, not just because a campaign is due.
- Results that matter to your businessMeasure progress against your goals, whether that is qualified leads, conversion, usage or retention.
For B2B or B2C, we work with your team to understand your audience and build journeys that encourage engagement and conversion, then keep the relationship growing.
Free guide
Help more people take the next step. Start here.
Whether you want to nurture B2B prospects, help users get started or keep customers engaged, these guides offer a starting point for your CRM and email activity. Pick one and we will email it straight to you.
Trusted by
Feature this month
CRM Strategy Generator
Get a starting plan for journeys that help people engage and convert, in minutes.
Answer a few simple questions about your business, your audience and your goals. Our tool turns your answers into a plain-English plan: who to talk to, what to say and how to help them take the next step.
Build my planBuilt by Euphemia. A starting point to review with your team, not a full CRM audit.
What you get
From a blank page to a clear direction.
- 01
Know your audience
Who they are, where they are in their journey and what they need.
- 02
Start with easy wins
Practical ways to encourage engagement and the next step.
- 03
Plan what comes next
A step-by-step plan to share with your team.
Four ways to work with us. Start wherever you are.
Most clients start with an audit. Some know exactly what needs building. Wherever you start, we work in collaboration with your team, around your customers and your goals.
Plan
Strategy and roadmap
A prioritised lifecycle plan: which journeys to build or fix, in what order, and how to measure them.
From £3,500 + VATSee what's includedBuild
Campaigns and journeys
Campaigns, automations and personalised journeys, built properly in your platform and launched on time.
From £5,500 + VATSee what's includedLead
Fractional CRM leadership
A senior CRM lead in your team, owning the roadmap and delivery, month to month.
From £2,500 + VAT per monthSee what's includedNot sure which you need? Book a free call and we will tell you honestly.
Who you will work with
Senior CRM consultants
Euphemia brings 19+ years of CRM experience across financial services, luxury retail, fintech and FMCG. Think of us as an extended arm of your internal team. We combine strategy with hands-on delivery in the platforms you already use, sharing knowledge as we go so your team can keep building stronger customer relationships.
CollaborationYour knowledge of the business, our CRM experience. One team working towards the same goals.
B2B and B2CLifecycle programmes for subscription, ecommerce and financial services brands.
FlexibleFixed-scope projects or month-to-month support.
Platform-neutralWe work in the tools you already have.
Built by Euphemia
Tools we have built for CRM teams
We do not just work in CRM platforms. We build tools for the teams using them.
- Explore the tool
Euphemia Control Room
Campaign briefs, approvals and launch dates in one workspace. - Explore the tool
Flowproof by Euphemia
Check links, merge tags and journey logic before you send.
Platforms we work in every day
BrazeImplementation and lifecycle strategy
KlaviyoFlows and ecommerce lifecycle
HubSpotB2B lifecycle and reporting
Also: Customer.io, Salesforce, Mailchimp, Bloomreach, Iterable, ActiveCampaign, Brevo and Dotdigital.
Not sure where to start?
Want more prospects, customers or users to engage and take the next step? Tell us about your audience and your goals. We will explore the right journeys for your business and give you an honest view of where to start.