CRM STRATEGY

When your email and SMS channels are driven by strategy (not just schedules) they start to deliver real results. I’ll help you build a CRM plan that makes sense of your data, speaks to your customer at the right moment, in the right way, to drive sustainable growth.

Whether you're starting from scratch, scaling quickly, or refining an existing programme, I’ll work with you to shape a strategy that fits your business - not just a plug-and-play template. That means smart segmentation, stronger journeys, better testing, and a clearer path from signup to repeat purchase.

  • We’ll begin with a deep dive into your business model, customer journey, and current performance — aligning on your key CRM goals from day one.

  • We’ll outline the stages your customer moves through (from prospect to lapsed), identify gaps or drop-offs, and recommend lifecycle-based flows and content strategies.

  • We’ll define key customer segments (e.g. high-value, first-timers, at-risk), advise how to use them in flows and campaigns, and build them directly in Klaviyo if needed.

  • From subject lines to send time, we’ll recommend tests worth running, with a focus on relevance, efficiency, and learning what really moves the needle for your audience.

  • You’ll receive a strategic plan with key priorities for the next 3–6 months, including flow improvements, campaign themes, optimisation ideas, and measurement focus areas.

  • Everything is delivered in a clear, visual format you can easily share with internal teams or other partners, plus optional follow-up support to bring it to life.