Email & CRM Audits
I take on one audit per month, giving each brand the time and attention needed to dig into the data and uncover meaningful opportunities. Each audit is tailored to your business, current setup and key areas of focus, whether it’s campaigns, automations, lifecycle strategy or a broader review of your email and CRM activity.
CRM & Account Audit
Audits start from £850, with pricing tailored to the size and complexity of your account.
A comprehensive review of your CRM account, covering everything from campaigns and automations to segmentation, deliverability and performance. Every audit is tailored to your business, with a deeper focus on the areas that matter most to you.
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A review of your CRM setup, integrations, tracking and data capture to identify any gaps or issues that could be impacting performance.
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An analysis of your campaign activity, including performance, frequency, content mix, targeting and testing, with recommendations to improve engagement and results.
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A review of your existing automations, including triggers, timings, logic, content and performance, alongside opportunities to optimise existing journeys or introduce new ones.
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An assessment of how you're currently using your customer data to segment and personalise communications, with opportunities to create more relevant and targeted experiences.
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A review of engagement, list hygiene, suppression practices and key deliverability indicators to identify potential risks and opportunities to improve inbox placement.
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A review of email creative, messaging, structure and calls to action, looking at both brand consistency and how effectively your emails are designed to drive engagement and conversion.
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An assessment of the data and metrics you're using to measure CRM performance, including tracking, reporting and opportunities to build a clearer view of what's driving results.
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Where applicable, a review of your SMS activity alongside email, including strategy, cadence, targeting, automations and how the two channels work together.
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Clear, actionable recommendations based on the findings, prioritised to help you understand where to focus first and where the biggest opportunities lie.
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A dedicated session to walk through the key findings and recommendations, answer your questions and discuss priorities and next steps.
Available for Klaviyo, Mailchimp & HubSpot
Customer Retention & Lifecycle Audit
Audits start from £850, with pricing tailored to the size and complexity of your account.
A data-led review of your customer base and retention performance, uncovering how customers behave and where the biggest opportunities lie. The audit turns these insights into actionable recommendations to strengthen retention, encourage repeat purchase and increase customer value.
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A review of your customer base and overall retention performance, including the balance of one-time and repeat customers and where the biggest opportunities to improve retention lie.
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A review of available purchase data to identify key patterns, customer groups and behavioural trends that can inform your retention strategy.
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An assessment of how customers are currently segmented, with recommendations for more meaningful retention-focused audiences based on purchase behaviour, engagement and customer value.
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A review of your existing retention-focused journeys, including post-purchase, replenishment, cross-sell, loyalty and winback, identifying gaps and opportunities to better support customers throughout their lifecycle.
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Identification of the key opportunities to encourage second purchase, repeat purchase, replenishment, cross-sell and reactivation, based on the insights uncovered through the audit.
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Where available, deeper analysis of customer behaviour, which may include cohort performance, RFM segmentation, customer lifetime value, repeat purchase timing and product or category-level purchasing behaviour.
*Advanced Customer Analytics is available for Klaviyo accounts with the relevant analytics features enabled. The exact analysis included will depend on the data and functionality available within your account. -
Clear, actionable recommendations prioritised by potential impact and effort, with a suggested 90-day plan to help you understand what to tackle first.
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A dedicated session to walk through the key findings and recommendations, answer your questions and discuss priorities and next steps.
Available for Klaviyo
Our Process
01. Discovery
We’ll start with a short call to discuss your business, current setup, challenges and what you’d most like to get from the audit.
02. Audit & Analysis
I’ll dig into your account and data, reviewing the areas included within your audit and focusing more deeply on your key priorities.
03. Findings & Action Plan
You’ll receive a comprehensive audit with clear recommendations and a prioritised 90-day action plan, so you know exactly where to focus next.
04. 60-Minute Walkthrough
We’ll go through the key findings together, discuss recommendations and priorities, and leave plenty of time for questions.
Ready to uncover your biggest CRM opportunities?
I take on one audit per month. Get in touch to discuss your business, current setup and what you'd like to achieve.