CRM & LOYALTY
STRATEGY

A review of your tech stack, integrations, data collection, database health and campaigns to identify any missed opportunities and make recommendations for any future tech additions / changes.

A pre-requisite of the Data Discovery phase.

A deep-dive into your CRM platform to better understand your guests, their demographic, recency, frequency and value. Identify your most valuable customers and your biggest opportunities for driving revenue and customer lifetime value.

This is usually a pre-requisite of the CRM / Loyalty Strategy phase.

Using insights from the Data Discovery phase (unless you’re starting from scratch), I’ll identify the areas of opportunity when it comes to database acquisition, engagement, conversion, value enhancement and retention alongside clear objectives, KPIs and an action plan for the year ahead. I am available to support on implementing the strategy too. 

If you’re thinking about a loyalty scheme, let’s use data to inform the decision. Using the insight from the Data Discovery phase, I’ll help you pull together a business case with expected returns. From the objectives, mechanics, functionality, features and benefits of the scheme to the KPIs you’ll get a cohesive strategy to share with the board. If you need support on how to launch the scheme or automated comms to ensure your scheme increases customer lifetime value, let's chat.​

Following on from the CRM or Loyalty Strategy, I will map out all the recommended multi-channel automations in line with your strategy, and the opportunities highlighted, for your teams to begin to implement. I’m available to support should you need help building the automation too. ​