book value influenced through CRM lifecycle programmes (last-click attribution)
See how I did it →Quick answerCRM strategy consulting audits your customer data and CRM platform, builds segments around behaviour and value, and maps the journeys that turn signups into loyal customers.
Proof
Results behind this service
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 →What we deliver
CRM Strategy: what is included
CRM and data audit
We check data quality, tracking, segments and journeys, then rank what to fix first.
Customer segmentation
Behaviour, value and lifecycle-stage segments, including RFM, built around your business.
Customer journey mapping
A clear map from first touch to loyal customer, with drop-off points marked.
Platform selection and migration
Pick the right CRM or engagement platform and move over without losing data or momentum.
Event tracking and data architecture
The right events, properties and integrations so every tool sees the same customer.
KPI tree and dashboards
One set of metrics, from activation to lifetime value, that your whole team trusts.
Use cases
Common CRM Strategy problems we solve
Real questions teams ask us, and how we answer them.
How can an onboarding funnel improve?
The problem
New users sign up but stall before the first key action, and nobody knows at which step.
What we do
We map the funnel step by step, find the biggest drop-off and group users by where they stall, so each group gets the nudge it needs.
Moves: Activation rate
How do you stop sending one message to everyone?
The problem
The same campaign goes to every customer, so most people see something that does not fit them.
What we do
We build segments from behaviour, value and lifecycle stage, then give each segment its own goal and message.
Moves: Conversion by segment
How do you find your most valuable customers?
The problem
Revenue comes from a small group, but nobody can name them or say what they do differently.
What we do
We score customers on recency, frequency and spend (RFM), study the top group and build journeys to grow it.
Moves: Customer lifetime value
How it works
Four steps from first call to results
1
Audit your setup
Review data, tracking, tools and past campaigns.
2
Define segments
Group customers by what they do and what they are worth.
3
Map journeys
Chart each stage and the moments that matter.
4
Plan and hand over
A 90-day roadmap, dashboards and documentation your team can run.
Case study
Example project: Fixing a fintech app’s onboarding funnel
Illustrative example
A fintech app with 50,000 signups a month.
The problem. Only 22 in 100 new users make their first deposit, and most drop off at identity verification.
What we do
- Map the funnel and find verification as the biggest drop-off
- Group users by where they stalled and how long ago
- Give each group its own nudge, from a how-to guide to a reminder with help
22% to 31%first deposit rate in the scenario
+4,500extra activated customers a month (50,000 signups x 9 points)
+54,000extra activated customers over a year
Illustrative example. The numbers show the maths of a typical scenario and are not a client result.
Self-check
CRM setup score: how solid is your foundation?
Six questions about your data, tracking and segments. You get a score and the gaps to fix first.
Tools and channels
HubSpotZoho CRMCleverTapMoEngageLeadSquaredMixpanelGoogle Analytics 4SQL
Numbers we move
Activation rateRetention rateChurn rateCustomer lifetime valueRevenue per userSegment-level conversion
FAQ
CRM Strategy questions, answered
What is a CRM audit?
A CRM audit reviews your customer data, tracking, segments, journeys and platform setup, then ranks the fixes by impact so you know where to start.
How do you segment customers?
We combine behaviour, value and lifecycle stage, often using RFM (recency, frequency and monetary value), so every segment has a clear message and goal.
Can you help us choose or migrate a CRM platform?
Yes. We compare options against your goals, data and budget, then plan and run the migration so tracking and journeys keep working.
Ready to grow with CRM strategy?
Tell us where growth is stuck. We reply within two working days with next steps.
Book intro callGo deeper
Guides on CRM strategy
CRM Audit Checklist: 12 Checks Before Your Next Campaign
Use this 12-point CRM audit checklist to find data gaps, broken tracking and missed segments before you spend on another campaign.
RFM Segmentation: A Simple Guide With Examples
RFM segmentation groups customers by how recently, how often and how much they buy. Learn how to score them and what to do with each group.
Why CRM Automation Fails and How to Fix It
Most CRM automation fails for four fixable reasons: messy data, no segments, no journey plan and no testing. Here is how to fix each one.
Onboarding Case Study: 16% to 24% in One Year
How I lifted a stockbroking platform’s onboarding rate from 16% to 24% in one year by reworking nudges around cohort-level drop-off analysis.
User Conversion Case Study: 12% to 27% in 10 Months
How I took user conversion from 12% to 27% in 10 months at a large broking platform with a CLM framework across email, SMS, WhatsApp and push.
Explore our other services
Lifecycle Marketing
From first tap to loyal fan, and back again when they drift.
Marketing Automation
Journeys that run themselves, in CleverTap, MoEngage, LeadSquared or the tool you already own.
AI Growth Solutions
AI where it earns its keep: fewer manual hours, better messages and proof against a control group.