Diagnose

See exactly where your CRM could be earning more.

Before you change anything, it helps to know what is working, what is not and what is worth fixing first. We review your CRM set-up, customer journeys, data and reporting, then give you a clear, prioritised list of opportunities.

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Start here

Start with a Discovery Audit

From £1,500 + VAT

A full expert review of your CRM, lifecycle and email activity, showing you exactly where the revenue opportunities are.

Review platform setup, data and deliverability
Your CRM activity and customer journeys
Gaps across acquisition, retention, re-engagement and conversion
An opportunity map ranked by commercial impact
A prioritised roadmap your team can act on

A CRM scorecard and 90-day roadmap. Yours to keep, whether or not we work together afterwards.

Book a Discovery Audit
Where is your CRM today?

Where is your CRM today?

Pick the stage that sounds most like you. No email needed.

You are probably here if

Welcome and basket journeys exist, but were set up once and rarely revisited.

What is holding you back

Journeys work in isolation, with thin segmentation and no shared roadmap.

To reach the next stage

Lifecycle strategy and roadmap

Diagnose, then Plan

Book a free call See what a Discovery Audit shows you
See it before you buy it

What a Discovery Audit looks like

Your maturity stage, an opportunity map ranked by commercial impact and a roadmap your team can act on. Yours to keep, whether or not we work together afterwards.

Explore the audit scope

Opportunity map

Illustrative example. Not client data.

Maturity stage: 2 of 5

Onboarding
Win-back
Replenishment
Data hygiene

What clients say

Read Case Studies
“Phil brought the RevOps thinking as well as the technical delivery. We came out with a governed CRM and reporting our team can use.”
NatalieHead of Marketing, Maple Finance

Frequently asked questions

Which platforms can you audit?

Braze, Klaviyo, Customer.io, HubSpot, Salesforce, Mailchimp, Bloomreach, Iterable, ActiveCampaign, Brevo, Dotdigital. If you use something else, ask.

What happens afterwards?

You keep the findings. If you want help putting them into practice, we can plan and build it with you, but there is no obligation.

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.

Book a free call