CRM Consultation

A practical strategy session to help you design, diagnose, or improve your CRM and loyalty approach — grounded in customer behaviour, not buzzwords.

This one-hour consultation is for brands that want stronger customer relationships, better retention, and more value from their existing customers, but feel unclear about how CRM, loyalty, and lifecycle should actually work together.

We’ll step back from tactics and look at the full customer system: how you acquire, onboard, retain, and reward customers — and where things are breaking down or underperforming.

What we’ll cover (based on your context)

• Whether your current CRM strategy is fit for where your business is today

• How customers actually move through your lifecycle (vs how you think they do)

• Where loyalty makes sense — and where it doesn’t

• How to design or refine a loyalty programme that drives behaviour, not just discounts

• How CRM, email, SMS, loyalty, and customer data should work as one system

• Common mistakes brands make with points, tiers, rewards, and over-communication

This is not a surface-level brainstorm or a templated framework. It’s a working session focused on clarity, prioritisation, and real-world trade-offs.

Who this is for

• Ecommerce and consumer brands thinking about launching or reworking a loyalty programme

• Teams with CRM tools in place but weak retention or engagement

• Founders and leaders who want a second, senior perspective before investing further

• Brands struggling to balance incentives, margin, and long-term customer value

What you’ll leave with

• A clear view of whether loyalty is the right lever for your business

• Practical guidance on structure, messaging, and incentives

• A sharper CRM strategy aligned to customer behaviour and business goals

• Clear next steps — what to test, what to fix, and what to stop doing