CRM Strategy Audit & RoadmapAna Teodora
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.
FAQs
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.
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.
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.
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.
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.
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.
CRM Strategy Audit & RoadmapAna Teodora
Contact for pricing
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.
FAQs
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.
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.
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.
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.
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.
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.
Contact for pricing