Euphemia Consultants

CRM Revenue Opportunity Scan

Find where your CRM programme is losing engagement, retention and revenue.

Receive an independent assessment of your current CRM activity and a prioritised 90-day improvement plan.

Prefer email? hello@euphemiaconsultants.co.uk

01 · Diagnose

What's included

Best for

Businesses already running CRM, lifecycle or email activity but uncertain where the greatest commercial opportunities are.

  • 60-minute stakeholder kick-off
  • Review of one principal CRM platform
  • Review of current campaigns
  • Review of up to ten active automations
  • Lifecycle coverage assessment
  • Segmentation and personalisation review
  • Data and tracking checks
  • Consent and deliverability checks
  • Performance and measurement review
  • Commercial opportunity scorecard
  • Five priority recommendations
  • Prioritised 90-day roadmap
  • 60-minute findings presentation

02 · The detail

Deliverables & scope

  • CRM opportunity scorecard
  • Lifecycle gap assessment
  • Priority recommendation document
  • 90-day action plan
  • Findings presentation