4.8
/5
20+ fintech clients
4.8
/5
20+ fintech clients
4.8
/5
20+ fintech clients
Your CRM & Email Audit:
Copy Our Proven Framework to Find What's Broken and Fix It Fast
Your CRM & Email Audit:
Copy Our Proven Framework to Find What's Broken and Fix It Fast
If you’re still figuring out your CRM and email strategy after hitting growth mode, you’re already late (sorry). Whether you're Seed stage or Series A, it's not about setting up “some flows” and hoping they convert. You need a clear, strategic foundation. That starts with a CRM & Email Lifecycle Marketing Audit.
What this audit delivers.
What this audit delivers.
Most CRM and email setups are duct-taped together. This audit fixes that and sets the stage for scalable, sustainable growth. Whether you're Seed or Series A, this is your growth reset.
Pinpoint exactly what's holding back your growth
Pinpoint exactly what's holding back your growth
Pinpoint exactly what's holding back your growth
Unlock the full potential of your CRM, email, and lifecycle marketing
Unlock the full potential of your CRM, email, and lifecycle marketing
Unlock the full potential of your CRM, email, and lifecycle marketing
Walk away with a clear, actionable roadmap tailored to your business goals
Walk away with a clear, actionable roadmap tailored to your business goals
Walk away with a clear, actionable roadmap tailored to your business goals
What’s included in the audit.
What’s included in the audit.
Dig into the areas that actually move the needle.
01
CRM System Audit
Deep-dive into your current CRM setup to evaluate:
How effectively your CRM platform is configured and used today
Opportunities for optimisation and performance gains
Gaps in data tracking and reporting that may be limiting growth
01
CRM System Audit
Deep-dive into your current CRM setup to evaluate:
How effectively your CRM platform is configured and used today
Opportunities for optimisation and performance gains
Gaps in data tracking and reporting that may be limiting growth
01
CRM System Audit
Deep-dive into your current CRM setup to evaluate:
How effectively your CRM platform is configured and used today
Opportunities for optimisation and performance gains
Gaps in data tracking and reporting that may be limiting growth
02
Campaign Performance Review
Deep dive into your campaigns to identify what’s driving results and what’s not.
Surface bottlenecks and drop-off points in your workflows
Benchmark campaign performance against industry standards
Optimise engagement and conversion across lifecycle stages
02
Campaign Performance Review
Deep dive into your campaigns to identify what’s driving results and what’s not.
Surface bottlenecks and drop-off points in your workflows
Benchmark campaign performance against industry standards
Optimise engagement and conversion across lifecycle stages
02
Campaign Performance Review
Deep dive into your campaigns to identify what’s driving results and what’s not.
Surface bottlenecks and drop-off points in your workflows
Benchmark campaign performance against industry standards
Optimise engagement and conversion across lifecycle stages
03
Data Strategy & Requirements
Lay the foundation for everything that follows.
Define essential data points for segmentation, personalisation, and performance tracking
Identify gaps in behavioural, lifecycle, and product usage tracking
Align data infrastructure across your CRM and in-house systems for scale
03
Data Strategy & Requirements
Lay the foundation for everything that follows.
Define essential data points for segmentation, personalisation, and performance tracking
Identify gaps in behavioural, lifecycle, and product usage tracking
Align data infrastructure across your CRM and in-house systems for scale
03
Data Strategy & Requirements
Lay the foundation for everything that follows.
Define essential data points for segmentation, personalisation, and performance tracking
Identify gaps in behavioural, lifecycle, and product usage tracking
Align data infrastructure across your CRM and in-house systems for scale
04
Data Hygiene & Cleanse
Ensure your data is clean, reliable, and campaign-ready.
Identify duplicates, outdated contacts, and inconsistencies in your CRM
Assess list health and its impact on deliverability and automation
Define an ongoing process for maintaining accurate, high-quality data
04
Data Hygiene & Cleanse
Ensure your data is clean, reliable, and campaign-ready.
Identify duplicates, outdated contacts, and inconsistencies in your CRM
Assess list health and its impact on deliverability and automation
Define an ongoing process for maintaining accurate, high-quality data
04
Data Hygiene & Cleanse
Ensure your data is clean, reliable, and campaign-ready.
Identify duplicates, outdated contacts, and inconsistencies in your CRM
Assess list health and its impact on deliverability and automation
Define an ongoing process for maintaining accurate, high-quality data
05
Customer Segmentation & Personalisation
Audit how well you're targeting the right users with the right message.
Identify key segments by vertical, pain points, and lifecycle stage
Analyse key segment data to surface high-value patterns
Pinpoint where your messaging lacks relevance and uncover opportunities
05
Customer Segmentation & Personalisation
Audit how well you're targeting the right users with the right message.
Identify key segments by vertical, pain points, and lifecycle stage
Analyse key segment data to surface high-value patterns
Pinpoint where your messaging lacks relevance and uncover opportunities
05
Customer Segmentation & Personalisation
Audit how well you're targeting the right users with the right message.
Identify key segments by vertical, pain points, and lifecycle stage
Analyse key segment data to surface high-value patterns
Pinpoint where your messaging lacks relevance and uncover opportunities
06
Customer Journey & Lifecycle Mapping
Map your customer journey and see where it’s breaking down.
Visualise your full customer funnel and key touchpoints
Identify high-value moments where you're under-communicating
Review your triggered comms (email, SMS, push, in-app) and evaluate their effectiveness
06
Customer Journey & Lifecycle Mapping
Map your customer journey and see where it’s breaking down.
Visualise your full customer funnel and key touchpoints
Identify high-value moments where you're under-communicating
Review your triggered comms (email, SMS, push, in-app) and evaluate their effectiveness
06
Customer Journey & Lifecycle Mapping
Map your customer journey and see where it’s breaking down.
Visualise your full customer funnel and key touchpoints
Identify high-value moments where you're under-communicating
Review your triggered comms (email, SMS, push, in-app) and evaluate their effectiveness
07
Deliverability & Sender Reputation
Reach more inboxes and protect your domain.
Audit bounce rates, spam triggers, and domain reputation
Flag risky sources, weak opt-ins, and inactive contacts dragging down engagement
Recommend fixes to improve inbox placement and engagement
07
Deliverability & Sender Reputation
Reach more inboxes and protect your domain.
Audit bounce rates, spam triggers, and domain reputation
Flag risky sources, weak opt-ins, and inactive contacts dragging down engagement
Recommend fixes to improve inbox placement and engagement
07
Deliverability & Sender Reputation
Reach more inboxes and protect your domain.
Audit bounce rates, spam triggers, and domain reputation
Flag risky sources, weak opt-ins, and inactive contacts dragging down engagement
Recommend fixes to improve inbox placement and engagement
08
Strategic Roadmap
Get a clear, prioritised action plan that turns insights into outcomes.
Prioritise actions based on impact and implementation effort
Identify quick wins and long-term opportunities
Deliver a step-by-step roadmap tailored to your growth objectives
08
Strategic Roadmap
Get a clear, prioritised action plan that turns insights into outcomes.
Prioritise actions based on impact and implementation effort
Identify quick wins and long-term opportunities
Deliver a step-by-step roadmap tailored to your growth objectives
08
Strategic Roadmap
Get a clear, prioritised action plan that turns insights into outcomes.
Prioritise actions based on impact and implementation effort
Identify quick wins and long-term opportunities
Deliver a step-by-step roadmap tailored to your growth objectives
Sounds good, but need support executing?
Sounds good, but need support executing?
Audit slots available this month
Our client feedback.
Our client feedback.
Hear what our clients have to say about our team and our services.
I was thoroughly impressed with Eliane and her work. Her data-driven approach and analytical insights were invaluable. She explained complex concepts clearly and methodically, and proactively identified and addressed gaps, ensuring successful project delivery. An invaluable member of our team!
Theofanis Pantelides
COO @ Trading.com
Eliane and her team at Seventy Eight played a key role in launching our email marketing strategy by developing and implementing essential email lifecycle workflows. She took time to dive into our various data points and create a series of automated campaigns to optimise and scale our client pipeline, boost lead conversion, and improve retention. She was very professional and friendly to work with!
Andrea Lee
Demand Generation Manager @ Sokin
Eliane's experience and expertise really helped us kickstart our email marketing engine. Seventy Eight has been a reliable partner in managing our email marketing. Their team is professional, creative, and attentive to our brand’s needs.
Alex Tziafettas
Product Manager @ Trading.com
I had the privilege of attending the A/B Testing Workshop, and it was an absolute game-changer for our team. The workshop was not only well-structured but also packed with actionable insights that we could immediately apply to our campaigns. Eliane did a fantastic job explaining complex concepts in a way that was both engaging and easy to understand, regardless of your technical background.
Latisha Tublani
Product Manager @ Trading.com
I was thoroughly impressed with Eliane and her work. Her data-driven approach and analytical insights were invaluable. She explained complex concepts clearly and methodically, and proactively identified and addressed gaps, ensuring successful project delivery. An invaluable member of our team!
Theofanis Pantelides
COO @ Trading.com
Eliane and her team at Seventy Eight played a key role in launching our email marketing strategy by developing and implementing essential email lifecycle workflows. She took time to dive into our various data points and create a series of automated campaigns to optimise and scale our client pipeline, boost lead conversion, and improve retention. She was very professional and friendly to work with!
Andrea Lee
Demand Generation Manager @ Sokin
Eliane's experience and expertise really helped us kickstart our email marketing engine. Seventy Eight has been a reliable partner in managing our email marketing. Their team is professional, creative, and attentive to our brand’s needs.
Alex Tziafettas
Product Manager @ Trading.com
I had the privilege of attending the A/B Testing Workshop, and it was an absolute game-changer for our team. The workshop was not only well-structured but also packed with actionable insights that we could immediately apply to our campaigns. Eliane did a fantastic job explaining complex concepts in a way that was both engaging and easy to understand, regardless of your technical background.
Latisha Tublani
Product Manager @ Trading.com