The engagements
Four ways I can help.
Take one, or run them in order. You know the scope, the deliverable and the finish date before anything starts.
01
Diagnostics
Where you are now — what it’s costing you, and what to fix first.
I go through your data, your customer lifecycle, your email platform and your existing programmes, and I tell you what I find. Every leak sized in money, ranked in the order worth fixing.
- You get
- A written diagnostic, with each opportunity sized
- How
- A one-hour presentation
- How long
- About a week
This tells you what’s wrong. It doesn’t fix it.
02
Strategy
Where you want to be, and how you get there — a twelve-month plan on the tech you already have.
Who your customers are and how you’ll talk to them, what programmes to run, whether loyalty or rewards earns its place, and how you’ll know it’s working. Built to run on your current stack, so nothing waits on a new platform.
- You get
- A written plan and a board-ready deck
- How
- A roadmap in order, with a name against each step
- How long
- About two weeks
I write the plan. Your team runs it.
03
Technology
A data and technology audit, and the new tools that fit the plan.
Whether your current stack can get you there, and if it can’t, which one can. What you need, who’s worth looking at, how they score against each other, what they really cost, and what it takes to move.
- You get
- A recommendation, with the scoring shown
- How
- A plan your team can hand to whoever builds it
- How long
- About two and a half weeks
I take no referral fee from any vendor, ever.
04
AI Operations
An operating playbook that runs the plan faster, at lower cost.
I set your marketing team up to run retention work with AI properly: the context it needs about your brand, your customers and how you speak; skills for the jobs you repeat every week; and connectors into the systems your data already sits in. Then I train your team on it, session by session, until they’re doing it without me.
- You get
- Context, skills and connectors, built into your tools
- Training
- Hands-on sessions with the whole team
- How long
- About four weeks
Handed over to a named owner on your side. A project with an end date, not a seat on your team.