Data and tracking review
Events, properties, identity and integrations checked for gaps, duplicates and broken tracking.
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CRM Audit Services: Find What Is Broken and What to Fix First
You have a CRM, a stack of tools and plenty of dashboards, yet results feel stuck. A CRM audit shows where customers leak, which data you can trust and what to fix first.
Quick answerA CRM audit reviews your customer data, event tracking, segments, journeys, messages and reporting. You get a ranked list of fixes, each scored for impact and effort, so your team knows exactly where to start. Most audits take two to four weeks.
Does this sound familiar?
Signs you need crm audit
- Campaign results are flat and nobody knows why
- Two dashboards show two different numbers
- Churn or drop-off is rising and the cause is unclear
- Your team sends the same message to everyone
- A new tool arrived but old journeys still run
- Nobody fully trusts the customer data
What you get
CRM Audit: what is included
Segment review
Are your segments built on behaviour and value, or on guesses? We check size, overlap and use.
Journey and campaign review
Every live journey and campaign checked for goal, timing, frequency and drop-off.
Message and channel review
Copy, timing and channel mix across push, WhatsApp, email, SMS and in-app.
Reporting and KPI review
Which numbers you track, how they are defined and whether they match the business.
Ranked fix list and 90-day plan
Every finding scored by impact and effort, with a plan your team can start on Monday.
How it works
Four steps from first call to results
1
Kick-off and access
Agree goals and get read-only access to your CRM, analytics and reports.
2
Review
Work through data, segments, journeys and messages in a set order.
3
Findings session
Walk your team through what we found, in plain English.
4
Plan and handover
A ranked fix list, a 90-day roadmap and a recording of the session.
Proof
Results from my own roles
As reported on my resume. Employer names are left out to respect confidentiality.
book value influenced through CRM lifecycle programmes (last-click attribution)
See how I did it →led the build for segmentation and churn scoring models
See how I did it →drop-off analysis behind a 16% to 24% onboarding lift
See how I did it →FAQ
CRM Audit questions, answered
What does a CRM audit include?
Data and tracking, segments, journeys and campaigns, messages and channels, and reporting. Each finding is scored for impact and effort.
Do you need access to our CRM?
Usually read-only access to your CRM, analytics and campaign reports. Customer data stays in your systems.
How is a CRM audit different from a data audit?
A data audit checks quality. A CRM audit also checks whether the data is used well in segments, journeys and messages, and whether the results are measured fairly.
What happens after the audit?
You can run the plan yourself, or ask me to help implement it. There is no obligation to continue.
Tell us where it is stuck
A short intro call is free. We reply within two working days with next steps.
Book intro callRelated help
CRM Fixes
Messages go out and nothing moves. Numbers disagree. Customers leave and nobody knows why. These are the usual causes, and how we fix them.
CRM Implementation
Most CRM projects fail at the plan, not the software. We design the data, tracking and journeys first, then set up the tool so your team can actually run it.
Customer Lifecycle Management
CLM here means customer lifecycle management: guiding each customer from first touch to loyal advocate. We design the stages, the messages and the numbers behind them.