Pinpoint & Plan

Optimise your customers experience to maximise your profitability and create long-lasting and loyal customers

This is for you if…

  • You feel like you’ve run out of ideas, exhausted all your options, and sales still aren’t where they should be.

  • You’ve prioritised customer acquisition strategies like Ads and Influencer Marketing but neglected customer retention strategies like Conversion Rate Optimisation and automation.

  • You know you’re missing out on key interactions with your customer but solving this problem feels like trying to find a needle in a haystack.

  • You’re craving an objective pair of eyes on the situation, someone who can give you perspective and a professional opinion. 

Every one of your customer’s has a unique story.

Every time a new customer becomes aware of your brand, there’s a narrative waiting to unfold depending on their own unique set of circumstances. My job is to ensure that every time your customer’s plotline plays out, they have the best possible experience to build an unwavering relationship with your brand. And as you and I know, relationships foster marketability, sustainability, profitability, and brand loyalty.

So, how do we get there?

The 2 simple (but seriously effective) steps to this service:

Stage 1: Pinpoint

Stage 1 is for auditing everything that you’re currently doing to drive sales. From website UX to email automation to SMS segmentation to conversion rate analysis; there isn’t a stone left unturned. I’ll dive deep into your efforts to uncover areas of opportunity and optimisation. I’m looking for ways to streamline processes, enhance the user experience and maximise engagement with your brand.

Stage 2: Plan

Using the data consolidated in Stage 1 with my 12 years of industry expertise, I plot out a customised, detailed plan for you to easily implement. This is known as the Buyer Blueprint™; the roadmap that outlines the specific steps and initiatives to drive tangible results, improve your profitability and focus on long-term sustainable success.

The channels I rank expert in:

Website

Your website is your brand’s digital storefront with 24/7 accessibility. A website is a cornerstone of success for eCommerce brands, serving as a central platform for sales, marketing, customer engagement, and business growth. And just like a brick-and-mortar store your customers experience is vital to driving sales.

Areas I focus on:

+ User Experience (UX) and Design Audit

+ Conversion Rate Optimization (CRO) Audit

+ Content Audit

+ Performance and Analytics Audit

+ Functionality Audit

Email

Email marketing plays a crucial role for brands by enabling direct communication with customers, driving sales and conversions, fostering loyalty, and providing valuable insights for optimisation and growth. I look into strategies to retain and engage your email subscribers as well as methods for expanding your email list. My review will encompass advice on enhancing your brand story, promotions, messaging, and visual elements.

Areas I focus on:

+ Account-set up

+ Automation

+ Campaigns

+ Flows

+ Data Capture

+ Email Data

SMS

In today’s mobile-centric world, SMS marketing gives you direct and immediate communication with your customers. By integrating SMS into a multi-channel marketing strategy, eCommerce brands can reach customers at different touch points throughout their journey, increasing brand visibility and driving sales. My job is to make sure your SMS strategy is complimenting your marketing system and wielding results.

Areas I focus on:

+ Account set up

+ Automation

+ Campaigns

+ Flows

+ SMS Data

Customer behaviour & analytics

By leveraging consumer data effectively, brands can gain a competitive edge in a crowded market and build long-term relationships with their customers. By gaining insight into user behaviour, traffic sources, conversion paths, and overall site performance allows you to make data-driven decisions to improve retention performance within your eCommerce business.

Areas I focus on:

+ Traffic Analysis

+ User Behaviour and Flow

+ Conversion Rate Analysis

+ Product Performance

+ Cart Abandonment Rate

+ Customer Segmentation and Demographics

+ Funnel Analysis

Besides seeing an increase in sales and a decrease in ad spend…

What are the wider effects of having a thriving CRM strategy?

  • The flexibility and freedom to grow the business in new ways, new products, new investments, new team members 

  • The opportunity to look into market expansion, build brand equity and improve supply chain efficiency

  • The space to explore new marketing avenues for the brand like fresh creatives, campaigns, and platforms

“Rebecca has a talent for discerning key priorities and opportunities effectively to deliver actions in a timely manner.”

Shradha Kaul

eCommerce Director

This Works

Stop

❌ stabbing in the dark with your sales strategy

❌ getting shiny object syndrome with marketing channels

❌ neglecting the customers that are right under your nose

Start

✅ tapping into the data and insights you already have 

✅ investing in the channels and platforms you already use

✅ nurturing the relationships you’ve already built

The Investment

1 Channel

£2,000 + VAT

2 Channels

£3,000 + VAT

3 Channels

£4,000 + VAT

For the business owners after my own heart who like to see the process:

  1. Apply

Fill out an enquiry form and book a discovery call that suits your schedule. My discovery calls are all about understanding a little bit more about if I’m the right fit for your brand and how I can help. Discovery calls are free of charge and are relaxed and informal.

2. Absorb

To ensure a personalised experience, you’ll be sent a thoughtfully-crafted questionnaire. By understanding your business inside and out, I'll gain a clear picture of what's currently happening and your goals and visions for the future. At this stage, I’ll get access to all of the channels you’d like me to audit so I can go behind the scenes and crunch the numbers to craft a strategy that’s data-driven.

3. Audit

It’s time for me to roll up my sleeves and begin auditing the agreed channels. This audit will provide valuable insights and serve as the foundation for crafting a powerful strategy document that will steer your business to success. During the audit, I’ll identify leaks and challenges as well as spot the opportunities to overcome them.

4. Analyse

Next, I’ll present my findings and the Buyer Blueprint on a call. This call is an opportunity for you to ask questions, seek clarification and provide input based on your experience and understanding of your brand and its audience. Together, we’ll fine-tune the strategy to align with your aspirations. You’ll receive all the details of the call including the discussion notes and recording so you can just turn up and be present without having to worry about remembering everything!

5. Aftercare

After 30-days we’ll schedule in a 30-minute check-in call to see how you're getting on with the Buyer Blueprint and discover if you need any additional support or recommendations. If you need more high-touch guidance we can book you in for The Retention Roadmap.

The Quick Facts.

The things you need to know about Pinpoint & Plan

Deliverables ↓

  • Brand Questionnaire

  • Extensive Brand & Business Research

  • Thorough Audit 

  • Data-driven Buyer Blueprint

  • 90-Minute Call

  • Discussions Notes & Call Recording

Results ↓

  • Profound understanding of your customer

  • Better, stronger relationships with your audience

  • An actionable plan to increase revenue and improve profitability

Is it time to get a new ‘ideas person’ in?

 FAQs

  • This service covers a comprehensive range of CRM areas, including your website, Email Marketing, SMS Marketing, Customer Behaviour, and Organic Social Media. You can find out more about these areas by booking in a discovery call.

  • Absolutely! My strategies and solutions are completely customized to your business and tailored to your customers' needs.

  • Typically, the completion time for this service is 4-6 weeks.

  • Although I’m familiar with performance marketing it’s not directly my area of expertise. It’s something we can discuss in relation to the other channels, but it’s not something that is included in my specialist services so won’t be a primary focus area.

  • Yes, I specialise in collaborating with direct-to-consumer eCommerce businesses.

  • For this service, I work strategically. I also offer ongoing retainer services, so if you or your team need guidance implementing my recommendations, I'm here to help.

  • Once we’ve had our first call i’ll send you an in-depth questionnaire asking for all the information required to complete the project.

  • Yes, I offer continuous support for your strategy; troubleshooting, performance monitoring and strategy adaptation. Get in touch to find out more.

  • To secure your spot for my Pinpoint & Plan service, I require a 50% deposit upfront, with the remaining balance due at the end of the project.