Solutions
Managed CRM Operations
The ongoing execution: campaigns built and sent, QA before every launch, deliverability watched, results reported. For teams that need the function without hiring the headcount.
Strategy decays without someone running it.
A designed lifecycle and a well-built programme set still need weekly hands: audiences refreshed, content loaded, links checked, results read, exceptions handled. In most small teams that work lands on a marketer who has four other jobs, and it is the first thing to slip. Six months later the programmes are technically live and quietly broken.
This is a retained function rather than a project. The measure of it is unglamorous: nothing goes out wrong, deliverability holds, and someone can answer what happened last week without building a report first.
What the retainer covers
- Campaign build and scheduling to an agreed calendar, with a named contact and defined turnaround
- A QA checklist run before every send: audience counts, suppressions, links, rendering, personalisation fallbacks
- Deliverability monitoring — bounce and complaint rates, authentication status, blocklist checks — with escalation before it becomes an incident
- Programme health checks: triggers still firing, segments still populating, nothing silently sending zero
- A monthly report on what ran, what it moved, and what should change — written, not a dashboard link
- A documented runbook, so the work is transferable and you are not locked in by our familiarity with it
How the engagement runs
- 01
Take over cleanly
An audit of what is live, an inventory of programmes and their owners, and access set up properly. Most handovers surface at least one campaign nobody knew was still sending.
- 02
Establish the cadence
A weekly rhythm for builds and checks, a monthly one for reporting and review. Predictable enough that you stop having to chase it.
- 03
Fix as we go
Broken triggers, stale segments and unused programmes are cleaned up rather than maintained around.
- 04
Report and adjust
Monthly written review, with recommendations that survive being said out loud — including recommendations to stop doing things.
Let's build better customer experiences.
One call, 30 minutes, no pitch deck. Bring the problem you haven't been able to solve.
or email [email protected]