The 7-Day
Email & CRM Audit.
Sometimes the problem isn't your marketing. It's the system behind it.
A focused audit of your CRM and email setup that shows exactly where revenue is being missed, and what needs to change. Delivered within 7 days for £1,000.
If you proceed with the 90-Day Build within 30 days, the full £1,000 is credited toward the project.
THE PROBLEM
When the platform is there, but the system isn't.
Most growing businesses already have a CRM or email platform in place. Mailchimp, Klaviyo, HubSpot, Brevo, the tool exists, the database is there, and customers are being acquired.
But when you look closely at what's actually happening inside the platform, the picture is often thinner than it should be. A welcome email, maybe. A few campaigns. The occasional promotion sent to the full list.
What's missing is the structure that turns that database into a consistent source of repeat revenue. No clear lifecycle journeys. Automations that were started but never finished. Customer data that's being collected but never properly used.
It's not unusual, and most businesses simply haven't had the time or the specialist focus to build it properly. But the gap has a cost, and most businesses have no clear picture of what that cost actually is.
That's exactly what the 7-Day Audit identifies.
THE SOLUTION
What the 7-Day Audit covers.
This isn't a general marketing review. It's a structured assessment of how your CRM and email setup are actually supporting revenue, and where they're falling short.
I work through your existing platform in detail, looking at how your contacts are organised, what automation is in place, where customers are dropping out of the journey, and whether you have any real visibility of what your email channel is contributing commercially.
That means reviewing your CRM structure and data, your lifecycle automations (welcome sequences, post-purchase follow-ups, reactivation flows), your customer journey from first contact through to repeat purchase, and your reporting setup.
By the end, there's a clear picture of what's working, what isn't, and what the system should look like.
What you receive.
THE 7-DAY EMAIL & CRM AUDIT
Within seven days of the audit being completed, you receive three things.
A CRM Diagnostic Report: A structured analysis of your current CRM and email setup — what's configured, what's active, and what's missing. Written in plain language, not technical jargon.
A Retention Gap Analysis: A clear breakdown of where customers are falling out of the lifecycle and what automated sequences should be in place to keep them engaged and buying.
A Prioritised Implementation Roadmap: A practical, ordered plan of what needs to be built, why, and in what sequence. So you know exactly what fixing it would look like, whether you proceed with the Build or not.
Together, these give you a complete picture of where your email system currently sits and what it would take to make it work properly.
Is the 7-Day Audit right for you?
This is right for you if:
You're an established UK business already generating revenue.
You have a CRM or email platform in place.
Customers are coming in but retention is inconsistent or unmeasured.
Your email platform is underused or limited to occasional campaigns.
You want a clear picture of what needs to change and in what order.
This is not right for you if:
You're pre-revenue or an early-stage startup without an existing customer base.
You don't yet have a CRM or email platform in place.
You're looking for someone to write and send newsletters or manage campaigns.
You want hourly advice or ad-hoc consulting rather than a structured review.
How the 7-Day Audit connects to the 90-Day Build.
For most businesses, the 7-Day Audit doesn't just identify the gaps — it makes the case for fixing them.
If the findings point to structural implementation work, the natural next step is the 90-Day Email & CRM Build, where I come in and build the automation system your business should already have in place. The Audit feeds directly into the implementation phase, meaning we start with a clear picture rather than assumptions.
If you decide to proceed with the Build within 30 days of receiving your Audit, the full £1,000 Audit fee is credited toward the project. You're not paying for the diagnosis twice — it becomes part of the work.
If the Build isn't the right fit right now, the Audit still stands on its own. You'll have a clear, actionable picture of where your system sits and what it would take to improve it.
Is your CRM actually doing its job?
Most businesses already have the platform they need. What's missing is a clear picture of what's working, what isn't, and what needs to be built.
The 7-Day Email & CRM Audit gives you that picture, in seven days, for £1,000. And if you decide to move forward with the Build, that £1,000 comes with you.