Understand the decisions.
Build confidence in why a CRM or email marketing approach fits the customer and the objective.
CRM & Email Marketing Training
Build your team’s skills.
And its confidence to use them.
Practical CRM and email marketing training built around your team’s work. Develop shared knowledge, apply it to your campaigns and customer journeys, and take away priorities you can use after the session.
Practical training for CRM and marketing teams who want a shared understanding, stronger decisions and skills they can apply to their own programme.
Does this sound familiar?
The ambition is there.
The team needs support.
Your team needs the skills, shared knowledge and confidence to make effective use of its strategy and technology.
- The platform can do more than the team knows how to use.
- Knowledge sits with one or two people, rather than being shared.
- There is no common view of good CRM practice.
- AI is available, but the team needs confidence in judging when and how to use it.
What changes for your team
Shared knowledge.
Practical next steps.
Apply the learning.
Use practical examples and collaborative working time to explore your own journeys, campaigns and challenges.
Take a shared plan forward.
Give the team a common language and priorities it can use beyond the session.
Senior expertise. Practical learning.
Learn with
Kate Barrett.
Founder of eFocus Marketing, keynote speaker, CIM and DMA course tutor, and author of the bestselling book E-telligence. Email Marketing isn’t dead, the way you’re using it is.
Kate combines over 18 years’ experience with honest, actionable advice and practical examples from CRM and email marketing.
Meet Kate Barrett ↗Choose your focus
Work on the challenge
your team needs to solve.
The one-day acquisition and retention workshops combine training, review, planning and practical working time, tailored to your business.
Grow the audience.
Improve the first steps.
Focus on attracting relevant subscribers, strengthening onboarding and supporting the first purchase.
- Smart list growth and acquisition channels
- Welcome journeys and first impressions
- Lead nurturing and conversion
- Reporting, testing and optimisation
- Seasonal campaign planning
Strengthen engagement.
Build longer-term value.
Focus on lifecycle planning, relevance and the communications that help customers stay engaged.
- Lifecycle and retention touchpoints
- Copy, content and customer connection
- Segmentation and behavioural data
- Retention strategy review and priorities
- Seasonal campaign planning
A focused seasonal session
Preparing your team for peak?
Explore the Peak Readiness Workshop for a session focused on your peak-period programme.
How the workshops work
Your business.
Your working session.
These are bespoke sessions with your team. The focus is agreed around the challenge you want to work on.
Discuss your team’s training needs ↗A tailored one-day workshop
In person at your offices or online, combining training, review, planning and practical work.
Time to apply the learning
Collaborative time to build, write or map campaigns, supported by examples and discussion.
Priorities to take away
The workshop format includes session slides, a follow-up summary and priority recommendations.
Topics shaped around your priorities
Make the session relevant
to the work ahead.
Strategy & customer journeys
Acquisition and retention planning, onboarding, lifecycle mapping, segmentation and relevant customer touchpoints.
Communications & content
Campaign planning, email design and copy, personalisation and the role of AI in creating useful communications.
Testing & performance
Goals, measurement, timing and frequency, campaign reviews and a practical approach to testing and optimisation.
Need a different focus or follow-up support?
Tell us what the team needs to learn or work through. The workshops include an optional follow-up format; we’ll discuss whether it suits your needs and confirm the scope.
Your next move
What does your team
need to do with more confidence?
Book a complimentary 30-minute call to discuss your team, the challenge you want to work on and the most useful training focus.
Book your free 30-minute call ↗Prefer to write? Send an enquiry.
