CRM / EN

CRM & Lifecycle

A structure that manages lead and customer flow from first touch to sale and repeat purchase through the right channels, timing, data and automation.

Who is it for?

For companies losing leads, lacking pipeline visibility, operating disconnected channels or underusing existing customer value.

Fee structure

Hourly billing

Advisory work is billed hourly. Scope and expected output are defined in the initial call.

EXPERTISE

CRM, email, automation and lifecycle management; Customer.io partner.

Customer.io Partner

From implementation to daily use.

We set up data and events, segments, automations, messages and launch. After implementation, we advise the team on platform use and ongoing lifecycle improvement.

Customer.io

Common problems

Leads reach sales late or get lost in the pipeline
Email, SMS, push and other channels do not work from one coordinated plan
Data is disconnected across CRM, web, mobile, media and sales tools
Automation performance is not measured and optimised consistently
Customer behaviour, retention and reactivation are not tracked properly

Scope of delivery

Lead pipeline design, setup, stage rules and KPIs
Email, SMS, push and in-app channel implementation
Onboarding, activation, sales, retention and reactivation automations
Channel orchestration, contact frequency, triggers and communication plan
CRM, web, mobile, media, data and sales integrations
Event and conversion tracking, dashboards, testing and continuous optimisation

Working process

Review the situation

We review the goal, available data, team and current decision process.

Define the scope

We set the decisions, owners and measures that affect the business outcome.

Execute and track

We run the plan against dates and owners, then measure the result.

Common questions

Is CRM consulting about choosing software?

Software may be part of it, but pipeline design, customer journey, channel roles, data needs, integrations and team adoption come first.

What is included in marketing automation?

Email, SMS, push and in-app messaging are implemented as coordinated flows triggered by behavioural and lifecycle events.

How is performance measured?

Delivery and engagement are tracked alongside activation, sales, retention and reactivation outcomes; testing and optimisation follow that evidence.

Does it work for B2B and B2C?

Yes. B2B focuses on lead and sales pipeline; B2C focuses on behaviour, retention and repeat purchase.

CRM

Meeting request

Use 30 minutes to discuss the current situation and expected outcome.