Monthly priorities
A short list of what matters this month and why, agreed with you.
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Get senior judgement on your CRM and lifecycle programmes for a few days a month. We set priorities, review the work and coach your team.
A short list of what matters this month and why, agreed with you.
Honest feedback on plans and live programmes before and after launch.
Weekly or fortnightly time with your team to unblock work.
Simple playbooks and training so your team gets better every month.
Role briefs, interview questions and take-home assignments for CRM hires.
A quick, senior answer when something breaks or a decision cannot wait.
Understand your goals, team and tools.
Agree what to fix, build and measure first.
Short cycles of review, build and feedback.
Check results against the plan and reset priorities.
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 →An agency does the work for you. A fractional lead makes your own team better, sets direction and keeps quality high, and can do hands-on work when needed.
Agreed up front. Common set-ups are a few hours a week or a fixed number of days a month.
Yes, where it helps. For example building a journey, writing a brief or setting up tracking.
Book an intro call. We usually begin with a short audit so the retainer starts with a clear plan.
A short intro call is free. We reply within two working days with next steps.
Book intro callYou 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.
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.
Messages go out and nothing moves. Numbers disagree. Customers leave and nobody knows why. These are the usual causes, and how we fix them.