Strategic Planning Services

Flexible CRM Planners

Sometimes it helps to work with an outside resource to give hyper focus to a specific problem or task. We believe in agility, flexibility and collaboration. What we are offering is our expertise and experience to work with you in whatever way you want on big or small clients, projects or opportunities.


Here are just some of the ways that we can work with you, to make your CRM Marketing activity work harder.


OUR PROCESS


We're very good at quickly understanding your challenges, working out where the easy wins are and moving things forward at pace. We work with you to understand your business and customer insights, plan your activity to improve performance and help you to execute the right strategies to create enduring customer relationships.


We have developed a simple process to do this which is normally in 3 stages


1. Define

Question to find out which areas need most work

We ask the right questions, rather than jumping to solutions, we like to make sure that we understand your challenge s. We can then give a laser sharp focus on which areas we need to explore to help you step on your results

2. Discover

Brainstorm the solutions to develop a plan

We will get into the nitty gritty of your data, results or customer insight to understand your current approach and benchmarks. This will highlight areas for improvement and focus
TELL US ABOUT OPTIMIZER

3. Develop 

Implement to improve results
 
We provide a summary of our findings and recommendations on quick wins to deliver immediate results as well as some longer term developments that will boost your ROI 

Talking to us is the first step to solving your problems.....

First Step

Let's meet up to discuss your problems, ask a few questions and understand what is really bugging you.  An outside perspective is often key to unlocking some of the simplest solutions - because asking the most obvious or difficult questions have no consequence


Baby Step

Let us meet your team and start to unpick what is really going on.  Getting into the data, the campaigns. Understanding the process, the technology and how it is used, really helps us to get a feel for what could be possible and what is missing

 

Next Step

We help your teams to create some quick wins that can deliver immediate or near term impact as well as developing a program of future strategies to continue to turn the dial up on ROI.  If needed, we can hand hold them through the early stages of development to make sure they have the right approach to ensuring success...  Set up some guard rails for 'success' and relevant measurements beyond campaign metrics.


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