Fixed price · 5 days
CRM Health Check: an independent five-day CRM audit
A fixed-price review of your CRM platform, data, customer journeys and team. In five days you get an honest view of what’s working, what isn’t and what to fix first, with a 90-day roadmap to do it.
Is a CRM Health Check right for you?
It’s for businesses that know their CRM could be doing more, but want an independent view before deciding what to do about it. It’s also the quickest way for a new leader to understand where CRM really stands.
- You’re not sure your CRM is paying its way
- Journeys, data and processes have grown up without a clear plan
- You’re considering a new platform but aren’t sure the platform is the problem
- A new leader wants an outside view before setting priorities
- Your CRM team or agency needs a clear plan to work to
What I review
Four areas, each scored so you can see where the biggest gaps are.
Platform
Set-up, integrations, licences and how much of what you pay for is actually used.
Data
Data quality, contactability, consent, and how close you are to a single customer view.
Journeys
Lifecycle and retention journeys, automation, segmentation, testing and reporting.
Team
Skills, processes, governance, and how agencies and suppliers are set up and managed.
How the five days run
- Day 1
Kick-off and interviews
Agree goals, then talk to the people who own and depend on CRM.
- Days 2–3
Platform, data and journeys
Hands-on review of the platform, data and live customer journeys.
- Day 4
Team and priorities
Review the team and operating model, then size and prioritise the opportunities.
- Day 5
Playback and roadmap
Present the findings and the 90-day roadmap to your leadership team.
What you get
- A written report with a score for each of the four areas
- Quick wins you can act on straight away
- A prioritised 90-day roadmap with owners
- A playback session for your leadership team
Fixed price, agreed up front
The Health Check is a fixed price, so you know the full cost before we start, with no day-rate surprises.
After the Health Check
The roadmap is yours, whatever you decide next. You can run it yourselves, bring me in as your Fractional Head of CRM to lead it, or move into CRM selection if it’s time to change platform.
CRM Health Check FAQs
What is a CRM health check?
An independent audit of how well your CRM is working for the business. I review the platform, data, customer journeys and team, and turn what I find into a prioritised 90-day roadmap.
How long does it take?
Five days. We agree dates and the people I’ll speak to before we start, so the five days go on the review itself.
What do you need from us?
Access to your CRM and marketing platforms, recent performance reports and data extracts, and time with the people who own CRM, marketing, sales or service, and IT. I’ll send a short checklist before we start.
Which CRM platforms do you cover?
The review is platform-agnostic. I’ve worked with HubSpot, Salesforce, Microsoft Dynamics, Braze, Dotdigital, Optimove and others.
How much does it cost?
It’s a fixed price, agreed before we start, so there are no surprises. Get in touch and I’ll send you the details.
What happens after the Health Check?
The roadmap is yours to keep. Some clients run it themselves, some bring me in as their Fractional Head of CRM to lead it, and some move into CRM selection.
Book your CRM Health Check
Tell me where your CRM is today and what you’d like it to do. No pitch, just a straight conversation about whether one of these three ways of working fits.