CRM Marketing

Clear outcomes, guided by strategy.

Our projects are ideal if you:

  • Know something needs attention now

  • Want strategic direction before committing to ongoing support

  • Are preparing to tender

IS THIS PROJECT FOR YOU?

CRMs are essential, not a ‘nice to have’.

What is a CRM?

Customer Relationship Management software helps you track conversations, monitor opportunities and utilise your existing relationships that you’ve worked hard to build.

A well-built CRM that’s tailored to your business will help you fix a leaky conversion bucket by categorising leads, tracking preferences and supporting follow-up conversations.

How we help:

We don’t just set up a system and leave you to it - using our understanding of your business, goals and clients, we research the best software and tailor its features around you.

From there, we:

  • Tailor the CRM to your services, client journey and sales process

  • Organise your data into something useful with clear pipelines, segmentation and financial tracking

  • Educate you on how to use it, what it’s beneficial for and what the numbers mean for your growth

  • Embed it into your marketing strategy so it becomes an integral tool to how you work

Relationship marketing

Once your CRM is in place, it becomes the foundation of your outreach to clients and prospects.

We use it to help you stay consistently visible, relevant and valuable to your clients.

That might look like:

  • Supporting you to follow up with leads at the right time

  • Sharing relevant insights based on activity

  • Building trust through consistent, thoughtful touchpoints

  • Helping you nurture relationships before they’re ready to buy

Stronger relationships = better client retention = more natural referrals!

Your data

One of the biggest frustrations for business owners is not knowing what’s working.

We use the CRM to track and report on key business development metrics, including:

  • Client acquisition and sources

  • Conversion rates

  • Campaign performance

  • Pipeline health

  • Customer lifetime value

and more!

When used properly, a CRM can provide insights into your business’s growth and future financial health. Therefore, while you can ask us to simply set up your CRM, CRM marketing is most effective as part of a monthly retainer.

This project is ideal for:

  • Founders who have heard of a CRM and think they need one, but aren’t sure which software is best for them

  • Business owners currently using a spreadsheet or notebook to keep track of leads

  • Businesses who want to utilise their existing relationships for further growth and referrals

Interested?

Book a free call to discuss how we can help.

Let's talk
Let's talk

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