CRM Setup & Audience Segmentation

Pro

Cassandra Pennington

Starting at

$

400

About this service

Summary

I’ve managed CRM and audience strategy at Universal Music Group, and now I help brands and creatives clean up their lists, segment their audiences, and set up email flows that actually work. You’ll get a streamlined system built to grow with you.

What's included

  • Cleaned & Segmented Contact List

    A fully cleaned contact list with duplicates removed, tags applied, and audiences segmented for future campaigns.

  • CRM System Setup

    Optimized CRM (e.g., Mailchimp, Salesforce, Braze) with tags, segments, and list settings configured for clear targeting and compliance.

  • Automated Welcome Flow

    One automated email flow (e.g., welcome email or intro sequence) created and tested to engage new subscribers.

  • Walkthrough & Documentation

    A 30-minute walkthrough or Loom video explaining your setup, along with a PDF reference guide for future use.

Duration

1 week

Skills and tools

Database Specialist

Marketing Analytics Specialist

Marketing Strategist

Braze

Braze

Salesforce

Salesforce

Industries

Arts & Entertainment

More services

Strategic Growth & Monetization Plan

STARTING AT

$2,500

fixed rate