CRM Strategy Audit & Roadmap
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About this service
Summary
FAQs
What does the audit cover?
Everything: flow performance, campaign strategy, segmentation logic, deliverability health, technical setup, list quality, content effectiveness, and customer journey gaps. You get a complete picture of what's working and what's not.
How long does an audit take?
Most audits take 1-2 weeks depending on program complexity. I need access to your platform, recent campaign data, and 1-2 stakeholder calls to understand your business goals.
Do you implement the recommendations or just audit?
The audit deliverable is strategic - you get the roadmap and recommendations. If you want implementation support after, we can discuss ongoing work or a separate project. Many clients use the audit to get buy-in internally, then bring me back for execution.
What platforms can you audit?
I audit programs in Klaviyo, Braze, HubSpot, Mailchimp, Salesforce Marketing Cloud, and most major email platforms. The principles of good lifecycle marketing are platform-agnostic.
What if our program is a mess?
Perfect - that's when audits are most valuable. I've seen everything from "we just installed Klaviyo" to "we have 500 flows and don't know what's working." No judgment, just clear guidance on how to fix it.
Can you audit our SMS/push programs too?
Yes. If you're running multi-channel lifecycle programs (email + SMS + push + in-app), I can audit the entire system and how channels work together.
What's included
Complete Program Audit
Comprehensive analysis of your current email/SMS program including flow performance, campaign effectiveness, segmentation structure, deliverability health, and technical setup. Identifies what's working, what's broken, and where opportunities exist.
Customer Journey Mapping
Visual mapping of your current vs. ideal customer journeys across all lifecycle stages (acquisition, onboarding, activation, retention, win-back). Shows gaps in your current approach and opportunities to improve customer experience and conversion.
Prioritised Recommendations Report
Written strategic recommendations organized by impact and effort. Includes quick wins you can implement immediately, medium-term improvements, and long-term strategic initiatives. Every recommendation includes rationale and expected impact.
90-Day Implementation Roadmap
Actionable timeline showing what to implement when, in what order, and why. Helps you prioritize resources and ensures you're tackling the highest-impact improvements first. Includes success metrics to track progress.
Example projects
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