Keep priorities relevant.
Create or refine a plan that connects customer opportunities with business priorities. Keep it relevant as evidence and needs change.
Customer Momentum Retainer
A senior CRM and email marketing partner.
Alongside your team.
Create or refine your plan, work through campaign and automation decisions, and build your team’s confidence with ongoing strategic guidance and coaching. Keep priorities connected to customer needs as the business changes.
For CRM and marketing leaders at established ecommerce, retail and consumer brands who need an experienced strategic partner alongside their internal team.
Does this sound familiar?
You need a clear plan.
And support to take it forward.
You may need to create the plan, turn strategic priorities into campaigns and automation, or help team members build their confidence. Day-to-day requests still need attention, while the work needs to stay connected to customer and commercial goals.
- You need a CRM and email marketing plan, or a clearer direction for the one you have.
- You want help planning campaigns and automated journeys around customer needs.
- Your team would benefit from coaching and a senior sounding board as it takes the work forward.
What changes for your team
Clearer decisions.
More confidence taking them forward.
Work through the difficult calls.
Build team members’ thinking, skills and confidence through coaching around the work they need to do, with an experienced strategic partner to discuss decisions.
Connect the next decision to the last.
Use what your team learns to shape the next step, keeping CRM and email marketing connected to retention, repeat purchase and customer value.
Senior thinking alongside your team
Support where the
decisions happen.
The emphasis follows your agreed objectives and the support your team needs.
Create or refine the plan
Build a CRM and email marketing plan around your objectives, customer opportunities and team capability. Agree the priorities and the reasoning behind them.
Plan campaigns and automated programmes
Turn priorities into campaign and automation plans. Shape the audiences, customer journeys, messaging and timing, with a clear role for each communication.
Coach your team
Support team members as they develop their thinking, skills and confidence. Work through the questions and decisions they face in their own CRM and email marketing work.
Review progress and adapt priorities
Interpret the evidence, discuss what the team is learning and decide what to keep, change or investigate next.
Client results
CRM and email marketing success stories.
Examples from our wider CRM and email marketing work, showing the value of acting on customer insight.
LeaseLoco / Automotive
+400%enquiry increase through welcome journey optimisation
By redesigning the onboarding experience, improving journey sequencing and increasing lifecycle engagement at key decision points.
Read the case study ↗More examples from our CRM and email marketing work
Nonprofit Courses / Education
+69%Click rate uplift through onboarding optimisation.
By improving welcome journey content, personalisation and subscriber nurturing to increase early-stage engagement and action.
Read the case study ↗Tech Show London / Events
+77%
Conversion uplift through lifecycle strategy refinement.
By refining lifecycle messaging, segmentation and conversion journeys to better align with customer intent and behaviour.
Read the case study ↗Individual client outcomes from wider CRM and email marketing engagements. Each case study provides its context and measurement.
Independent expertise. Human understanding.
A sounding board for the decisions ahead.
Led by Kate Barrett, CRM strategist, keynote speaker and bestselling author, with over 18 years’ experience in CRM and email marketing.
Work through planning and campaign questions with senior CRM and email marketing guidance. Build your team’s confidence as it makes and explains its own decisions.
Meet Kate Barrett ↗Where the retainer fits
Start with the support
you need now.
Need a clearer diagnosis first?
The Customer Momentum Review brings together customer evidence, capability and prioritised recommendations. It can provide a starting point for ongoing support.
Explore the Review ↗Need help creating the plan?
The retainer can help create or refine your plan as well as guide it forward. We agree the right starting point around your objectives and existing evidence.
Discuss the retainer ↗Need hands-on delivery too?
The retainer focuses on strategy and guidance. Campaign, automation and other execution work is scoped and agreed separately.
Explore execution support ↗Your questions
Before you decide.
Will you work alongside our existing team?
Yes. The retainer provides senior strategic support alongside the people who own your CRM and email marketing programme, including coaching for team members where agreed.
Is hands-on execution included?
Campaign and automation planning can form part of the retainer. Hands-on execution, such as building and deploying campaigns or automations, is scoped and agreed separately.
Do we need a Customer Momentum Review first?
No. A Review can help when the evidence and priorities need clarifying. If you already have a clear direction, we can discuss ongoing support from there.
How is the support structured?
We agree the objectives, scope and working arrangements before starting, based on what your team needs.
Your next move
What would help your team
keep moving forward?
Book a complimentary 30-minute conversation to discuss your priorities and where ongoing strategic support would be useful.
Book your free 30-minute call ↗Prefer to write? Send an enquiry.
