- Client
- Lifestyle retailer (via agency)
- What I did
- CRM audit, clean-up, automation
- Timeline
- 8 weeks
The brief
The agency's client had grown fast and their CRM hadn't kept up. Contacts were duplicated, lists were out of date and half the automations had quietly stopped working. They needed someone to get it back in order without disrupting live campaigns.
What I did
- Audited every list, property and workflow, then agreed a clean-up plan with the agency.
- Merged duplicates, archived dead contacts and rebuilt segments around real customer behaviour.
- Rebuilt the welcome, browse and win-back journeys and set up a simple monthly dashboard.
The results
The client now has a database they trust, automations that run themselves and a monthly report the agency can share straight away. Add your real numbers here.