Get control of your CRM, marketing operations and customer data.
I help organisations identify hidden risks, unclear ownership and inefficient processes across CRM, marketing automation and customer data.
Does any of this sound familiar?
Most CRM and marketing technology problems don't start with technology. They emerge when systems, processes and ownership gradually drift apart.
Nobody trusts the reporting
Different teams use different numbers. Reports conflict. Nobody is completely sure which figures are correct.
The person who built everything left
Critical knowledge lives in people's heads rather than documented processes. Simple changes feel risky.
Marketing automation has become a black box
Journeys run. Automations exist. Nobody is entirely sure what depends on what anymore.
Nobody knows who owns what
CRM, marketing automation, customer data and reporting all matter, but ownership is often unclear and accountability becomes blurred.
Your software should be too.
Most CRM problems aren't technology problems.
What to expect
A straightforward review process designed to identify risks, opportunities and practical next steps.
1. Discovery
We'll discuss your systems, challenges and objectives to understand where the biggest risks and opportunities sit.
2. Review & analysis
I assess your CRM, marketing automation, reporting, governance and ways of working to identify gaps and inefficiencies.
3. Recommendations
You'll receive practical recommendations, prioritised actions and clear next steps to address the issues identified.
Why work with me
I've spent more than a decade working across CRM, marketing operations and customer data, helping organisations improve reporting, establish governance and reduce operational risk.
Much of my experience has been gained within complex organisations where CRM, marketing automation and customer data sit across multiple teams, systems and stakeholders.
My focus isn't just technology. It's helping organisations establish the ownership, processes and accountability needed to make systems effective, sustainable and trusted.
12+
Years of experience
CRM
Governance & ownership
Marketing
Operations & automation
Reporting
Data quality & insight
Practical support for different levels of complexity
Choose the level of support that best reflects the size, complexity and needs of your organisation.
Typical challenges I help solve
Examples of the issues that often emerge as organisations grow and their CRM, marketing automation and reporting become more complex.
Nobody trusts the reporting
Different teams use different numbers and confidence in reporting starts to erode.
Marketing automation is fragile
Journeys and automations exist, but nobody is entirely sure how they interact.
The CRM no longer reflects reality
Processes have changed over time, but the platform hasn't kept pace.
Knowledge sits with one person
Documentation is limited and critical knowledge lives in someone's head.
Teams have different ways of working
Processes vary across departments, creating inconsistencies and inefficiencies.
Nobody owns the customer journey
Responsibility is spread across multiple teams, making accountability unclear.
Frequently asked questions
Answers to common questions about my services, approach and how engagements typically work.
What size organisations do you typically work with?
Do you work remotely?
Which platforms do you specialise in?
What's included in a CRM health check?
What's the difference between a health check and a governance audit?
How long does an engagement typically take?
Can you help after the review is complete?
Do you provide implementation services?
Let's discuss your CRM challenges
Whether you're dealing with reporting issues, unclear ownership, governance concerns or marketing operations challenges, I'd be happy to explore how I can help.