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THE work

Three ways I work with ecommerce brands.

Each engagement is designed to solve a specific problem at a specific moment. If you're not sure which fits, the audit is almost always the right place to start.

Audits & Strategic Projects

Contained · Fixed scope
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Consulting & Retainers

Ongoing · Strategy 
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Coaching

Ongoing · Build Capacity
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01

Audits & Strategic Projects

Contained · Fixed scope · Clear deliverable

Most retention problems aren't what they look like on the surface. Before more campaigns, more flows, or more tools — you need to know what's actually holding you back.

The Audit & Strategy Project is a focused, fixed-scope engagement that gives you a clear picture of where your ecommerce systems stand, and a prioritised roadmap for what to do next. I look across your full ecosystem and return with a report that's honest about what's working, specific about what isn't, and actionable without requiring you to hire a team to implement it.

What's covered
How it works
CRM & email deep dive

Flows, segments, suppression logic, deliverability health, send cadence, and engagement benchmarks.

Shopify review

Front-end experience, conversion friction, product structure, and navigation logic.

Ecosystem audit

What you're running, what's duplicated, what's missing, and where data ownership breaks down.

Data review

List health, identifier alignment across platforms, suppression hygiene, and source-of-truth gaps.

Prioritised recommendations

A sequenced roadmap with clear rationale — not a list of 40 things.

01

Intake & access

You share access to your key platforms and fill in a short brief. I ask the questions most audits skip.

02

Deep dive

I work through your systems independently over approximately one week, mapping what I find against what's possible for a brand your size.

03

Report & Roadmap

You receive a written report with findings and a sequenced roadmap. We walk through it together in a dedicated session.

04

Decision point

The roadmap is yours. Some clients implement it themselves. Others move into a retainer. Either works.

Good fit for

Brands who know something's not working but aren't sure what. Teams who've inherited a CRM setup they didn't build. Businesses about to invest in growth who want to know their foundations are solid first.

Enquire about an audit

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02

Consulting & Fractional Retainers

Ongoing · Strategy + execution · Senior support

Some brands don't need another tool or another agency. They need a senior person who already understands ecommerce systems — and can slot in without a three-month ramp.

The retainer is an ongoing working relationship. I sit alongside your team — or your agency — as a fractional ecommerce systems lead, with a focus on lifecycle strategy, CRM execution, and keeping the broader system coherent as your brand grows. This isn't a content calendar and a monthly report. It's real work, showing up regularly, and being the person who notices when something's drifting before it becomes a problem.

What's covered
How it works
Lifecycle strategy

Flow architecture, trigger logic, customer journey mapping, and revenue attribution.

Campaign execution

Briefing, segmentation, copy review, and send-day QA.

Deliverability management

Domain health, authentication, engagement-based send strategy, list hygiene.

Shopify & CRM integration

Keeping data clean and connected across platforms as your stack evolves.

Reporting & insight

Regular review of what's working, what's moved, and what needs adjusting.

01

Most retainers begin with the Audit & Strategy Project, giving us a shared view of priorities before ongoing work starts.

02

Scope agreed upfront

I work through your systems independently over approximately one week, mapping what I find against what's possible for a brand your size.

03

Regular rhythm

You receive a written report with findings and a sequenced roadmap. We walk through it together in a dedicated session.

04

Reviewed regularly

The roadmap is yours. Some clients implement it themselves. Others move into a retainer. Either works.

Audit first (usually)
Good fit for

Brands who know something's not working but aren't sure what. Teams who've inherited a CRM setup they didn't build. Businesses about to invest in growth who want to know their foundations are solid first.

Make an enquiry
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03

What's covered

Coaching - for founders and teams building their own capability.

CUSTOMISED · CAPACITY BUILDING

Sometimes the goal isn't to hand the work over. It's to understand it well enough to own it confidently.

Coaching is for people building internal CRM and ecommerce capability — founders getting across their own retention systems, marketing managers stepping into a more strategic role, or small teams who want structured guidance without hiring a full-time specialist.

Sessions are built around where you are, not a generic curriculum. We work through your actual systems, your actual decisions, and the thinking frameworks that turn reactive execution into something more deliberate.

Reading your own data — what matters and what's noise

Flow logic and when to break the rules

Building a segmentation strategy from scratch

Deliverability fundamentals for non-technical founders

Evaluating your stack without vendor bias

Moving from execution to strategy in-house

READY WHEN YOU ARE

Not sure which engagement
is right for you?

Whether you need clarity before committing, or you're ready to bring in support — the easiest next step is a conversation.

Send a Message
Send a Message
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