PSY Marketing / Service 04
CRM & Lifecycle Marketing
I turn CRM from a contact database into a system that manages routing, next actions, nurturing, follow-up and retention.
Point of view
Every lead needs a source, owner, current status and scheduled next action. Otherwise the CRM only documents losses.
Business control
Typical timeline4–10 weeks depending on CRM maturity, data quality and integrations
Metrics used to evaluate the change.
Scope of work
From diagnosis to an implemented process.
- 01
Audit of CRM, pipeline, statuses, duplicates and data quality
- 02
UTMs, sources, lead routing, ownership and SLAs
- 03
Task, reminder, escalation and follow-up logic
- 04
Database segmentation by behavior, stage and potential
- 05
Nurturing, email, SMS, messenger, win-back and retention
- 06
CRM reporting, stage conversion and loss reasons
How the work runs
Four stages with no gap between advice and execution.
- 01Diagnose
Clarify goals, data, process and loss points.
- 02Design
Define the target logic, KPIs and roadmap.
- 03Implement
Build the system together with the team.
- 04Transfer
Document, train and establish control.
What the team receives
- Data and source model
- Target CRM pipeline
- Task, nurture and win-back scenarios
- Dashboard and team playbook
What is needed to start
- Administrative access to the CRM
- A sales-side process owner
- Documentation of current stages, roles and integrations
Budgeted separately
- CRM and messaging software licenses
- Migration of unclean historical archives
- Custom module development beyond the agreed scope
Outcomes
What changes for the business.
For companies that already have a CRM but use it inconsistently and cannot connect marketing activity to the lead outcome.
Before we start
A practical view of the engagement.
01How is the fee determined?+
After a short diagnostic. The fee depends on the number of systems and teams, data quality, implementation scope and required pace.
02Is this advisory only?+
No. The engagement can include diagnosis, design, configuration, implementation control, documentation and handover to the internal team.
03Where do we start?+
With a 30-minute working conversation to clarify the business goal, the main gap and the data that should be reviewed before a proposal.
Other services
Working session · 30 minutes
Start with your actual process, not a generic package.
Describe the challenge in Telegram. In the first conversation we will identify the main gap, the right engagement format and the next step.