CRM & Ecosystem Checkup

$1,800.00

Evidence over guesswork. You’ll get an ecosystem map, hygiene scorecard, and an effort/impact roadmap so every hour and dollar goes where it moves revenue.

Scope:

Data & Auth: DNS records, sending domains, subdomains, alignment, suppression/consent

List Health: growth sources, consent capture, bounces/complaints, list decay, enrichment

Flows: presence, logic, guardrails & performance

Segmentation: engagement tiers, baseline exclusions, volume management

Measurement: UTM/naming conventions, dashboards, weekly scorecard, source‑of‑truth

Campaign Rhythm: calendar, offer logic, send volume, test backlog

What you get:

Scorecard: prebuilt, with inputs for RPR, AOV, flow revenue, deliverability

Roadmap: weeks 1–12 with owners and dependencies

Flow Wireframes (PDF) — structure, content blocks, guardrails, test ideas

Naming/UTM Conventions (1‑pager) — so reporting is clean from day one

Evidence over guesswork. You’ll get an ecosystem map, hygiene scorecard, and an effort/impact roadmap so every hour and dollar goes where it moves revenue.

Scope:

Data & Auth: DNS records, sending domains, subdomains, alignment, suppression/consent

List Health: growth sources, consent capture, bounces/complaints, list decay, enrichment

Flows: presence, logic, guardrails & performance

Segmentation: engagement tiers, baseline exclusions, volume management

Measurement: UTM/naming conventions, dashboards, weekly scorecard, source‑of‑truth

Campaign Rhythm: calendar, offer logic, send volume, test backlog

What you get:

Scorecard: prebuilt, with inputs for RPR, AOV, flow revenue, deliverability

Roadmap: weeks 1–12 with owners and dependencies

Flow Wireframes (PDF) — structure, content blocks, guardrails, test ideas

Naming/UTM Conventions (1‑pager) — so reporting is clean from day one

Who this is for:

Founder‑led DTC brands in ANZ (roughly $500k–$10m) who suspect something is off—deliverability, data, flows, or measurement—and want a precise, actionable plan before committing bigger budget.


What you’ll get (deliverables)

Ecosystem Map — current tools, data flows, gaps, and duplication

Hygiene Scorecard — domain auth (SPF/DKIM/DMARC/BIMI), list health, compliance, profile data

Risk List — prioritised issues with severity + impact notes

90‑Day Roadmap — week‑by‑week plan with effort vs impact and owners

KPI Tree — how list growth, deliverability, flows, and campaigns ladder to revenue (RPR/AOV/CR)

60‑min Readout — live walk‑through with Q&A (+ recording)

Outcome: Absolute clarity on what to do first, what to ignore, and what success looks like.

What we review (scope)

Data & Auth: DNS records, sending domains, subdomains, alignment, suppression/consent

List Health: growth sources, consent capture, bounces/complaints, list decay, enrichment

Flows: presence, logic, guardrails, performance

Segmentation: engagement tiers, baseline exclusions, volume management

Measurement: UTM/naming conventions, dashboards, weekly scorecard, source‑of‑truth

Campaign Rhythm: calendar, offer logic, send volume, test backlog