CRM Strategy Audit & Roadmap by Ana TeodoraCRM Strategy Audit & Roadmap by Ana Teodora
CRM Strategy Audit & RoadmapAna Teodora
Cover image for CRM Strategy Audit & Roadmap
I audit your email and lifecycle marketing programs to find revenue opportunities you're missing. With 6 years optimizing CRM for Klarna, Estée Lauder, and News UK, I know what high-performing programs look like. I deliver a comprehensive audit, customer journey analysis, and prioritized roadmap showing exactly what to fix, build, or optimize next - backed by data and strategic reasoning.

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.
FAQs

Contact for pricing
Service provided by
Ana Teodora London, UK
CRM Strategy Audit & RoadmapAna Teodora
Contact for pricing
Cover image for CRM Strategy Audit & Roadmap
I audit your email and lifecycle marketing programs to find revenue opportunities you're missing. With 6 years optimizing CRM for Klarna, Estée Lauder, and News UK, I know what high-performing programs look like. I deliver a comprehensive audit, customer journey analysis, and prioritized roadmap showing exactly what to fix, build, or optimize next - backed by data and strategic reasoning.

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.
FAQs

Contact for pricing