Our Approach

We aim to serve as an extension of your team, partnering to create and execute strategies that enhance customer engagement and loyalty. With a creative approach and a deep understanding, we help you deliver impactful campaigns, while continuously refining strategies to keep your communications fresh, relevant and effective.

Technology Audit & Optimization

Our technology audit service evaluates the effectiveness of your current CRM and email automation platforms, identifying gaps and inefficiencies that may hinder your ability to deliver personalized, omni-channel communications.

  • By thoroughly assessing your Martech stack, we uncover opportunities to optimize systems, streamline workflows, and ensure that your technology infrastructure is fully aligned with your business goals. This audit enables you to enhance customer engagement, improve operational efficiency, and ultimately drive more effective marketing strategies.

    • MarTech Stack Assessment

    • Data Quality & Management

    • Automation Efficiency

    • UX Evaluation

    • Cross-Channel Marketing Integrations

    • Mobile & App Capabilities

    • Content Management

    • Scalability & Actionability

    • Cost vs. Value Assessment

    • RFP & Vendor Management

CRM Consult

Our CRM consulting services focus on building and managing stronger, more personalized relationships with your customers.

  • We evaluate and optimize methods for data collection, ensuring that the insights gathered are leveraged effectively to enhance the overall customer experience.

    By analyzing customer segments, we help you tailor interactions and communication strategies to drive deeper engagement. Additionally, we determine the optimal email cadence and frequency for each segment, aligning with your campaign objectives to maximize engagement, improve retention, and foster long-term customer loyalty.

    By thoroughly assessing your Martech stack, we uncover opportunities to optimize systems, streamline workflows, and ensure that your technology infrastructure is fully aligned with your business goals. This audit enables you to enhance customer engagement, improve operational efficiency, and ultimately drive more effective marketing strategies.

    • CRM Strategy Development

    • Customer Profile

    • Customer Journey Mapping

    • Playbook Development (engaged, at risk, winback, promotion)

    • Audience Development, Segmentation & Targeting

    • Experience Optimization

    • Retention & Engagement Strategy

    • Loyalty Programs

    • Referral Campaigns

    • Membership/Subscription

    • Analytics & Reporting

Email Marketing Strategy

Our service focuses on identifying key opportunities to grow, refine, and maintain high-quality email lists by implementing industry best practices while ensuring compliance with privacy and data protection regulations.

  • We help optimize list segmentation based on both historical and predicted customer behaviors, preferences, and attributes, enabling you to deliver more personalized, targeted communication that resonates with each customer.

    By leveraging advanced Martech tools and strategies, we ensure that your email marketing efforts drive sustained customer engagement, improve retention, and maximize the lifetime value of each contact.

    • Overall Program Performance Audits

    • List Hygiene

    • Lifecycle Campaigns

    • Awareness Campaigns

    • Personalized Content Strategy

    • Triggers and Automated Flows

    • Winback & Reengagement Series

    • Test & Learn

    • Customer Feedback

    • Analytics & Reporting

    ESP Expertise: Sailthru, Bluecore, Iterable, Braze, Klayvio, SFMC, Movable Ink