The Retention Roadmap

Get ongoing support to transform your data into a powerful customer retention tool to drive growth and revenue

Let’s be really honest here for a second… 

Something’s not working

You’ve invested in automation and your tech stack.

You’ve worked hard to segment your emails.

You’ve analysed your customer’s behaviour.

And the truth is…

Targets aren’t on track and you’ve exhausted all in-house options.

So it’s time to call in someone to look objectively, unpack the problems, devise a strategy and supercharge your sales.

The Retention Roadmap will be a great fit for your brand if…

The Retention Roadmap service

  • …you and the team are feeling misaligned on how to push forward.

  • …you’re feeling the tension of unmet KPIs and need a strategy – fast.

  • …you’ve touched on CRM but you’re not giving it the time, energy or resources it deserves and now you’re feeling the strain on sales.

  • …you’re feeling indecisive about who to turn to because a CRM agency is out of the question and out of the budget.

  • …you and the team are struggling to unpack the problems as you’re so invested in the brand.

The Lowdown On The Retention Roadmap

The Retention Roadmap is for when one-off support isn’t enough and you need something longer term. It’s for bigger brands that are intricate and multilayered and have lots of things working simultaneously alongside each other; making it really bloomin’ difficult to identify issues. The Retention Roadmap works by zooming out, looking through the lens of the customer and then going in on a granular level to pinpoint and plan a CRM strategy that can be implemented straight away with a 12 month roadmap to see you through the year and on-going support from me for 3-months. It’s high-investment, high-touch and high-impact.

What’s included:

Brand Questionnaire

Extensive Brand & Business Research

Tailored Strategy & CRM suggestions

CRM & Strategy Deck 

12-Month Roadmap

Ongoing support for 3 Months

Monthly Calls

Discussion Notes & Call Recording 

Email & Ad Hoc Support

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“From start to finish, Rebecca has been exceptional to work with. She has created Ca’ Pietra a well-considered, results-driven CRM strategy that looks at every touchpoint we have with our customers.”

Grazzie Wilson

Marketing Director

Ca’ Pietra

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. Once the questionnaire has been completed, we’ll arrange a 30-minute pre-audit call so we can discuss your answers and get completely on the same page.

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 taking notes!

5. Aftercare

For the next 2-months, we’ll have a 60-minute monthly call to discuss how you’re getting on with your Buyer Blueprint. This call is also an opportunity to soundboard ideas, troubleshoot questions and offer general project support.

The Investment

£8,000 + VAT

Need a CRM strategy that turns your customers into a community?

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 FAQs

  • This service covers a comprehensive range of CRM areas, including your customer data, website, Email Marketing, SMS Marketing, and customer service. 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.

  • The duration of this service spans over a period of 3 months, allowing for a comprehensive and effective implementation.

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

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

  • 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.

  • Absolutely! We can discuss a payment option that works best for you on a discovery call, click here to book yours in.

  • Yes, I can handle any recommendations related to email or SMS. This includes email migrations and setting up flows in platforms such as Klaviyo or Yotpo.