CRM & Automation

We design and implement automated journeys such as welcome, onboarding, nurture, upsell and win‑back. Segmentation and personalisation are built on clear rules, with content, templates and experiments planned upfront. Automations save time and lift conversion.

We map the customer lifecycle from awareness to loyalty, connect channels and pinpoint friction. Triggers, messages and service steps are aligned so each interaction helps the next. The result is a coherent journey that supports customers and revenue.

We provide vendor‑neutral advice, score options and run proofs of concept. We implement CRM, automation and data tools, integrate them with your technology stack and migrate data safely. Documentation, QA and training are included so the tools are fit for purpose and used well.

We instrument events and build dashboards to track performance. We measure return on investment (ROI), lifetime value (LTV), retention and churn, and run incremental tests to evidence impact. Decisions move from guesswork to proof.

We train teams, create playbooks and offer hands‑on support until new tools and processes stick. Governance and communities of practice keep standards high. You get faster adoption and a more self‑sufficient organisation.

We map how work gets done across teams, then simplify it. Roles, handovers and service levels are made explicit, silos are removed and feedback loops are added. Inside gets easier to run, outside feels easier to use.