Set Up & Clean Up
Building the foundations.
We set you up for success by cleaning up your CRM data, synchronizing your CRM with your newsletter client, and making sure all the data is flowing properly.
Once your CRM is properly set up, we implement automatic audience segmentation at the point of sign up based on engagement and behavior.
We also audit your website to make sure the signup journey is properly optimized and we are capturing the data we need for our desired segmentation.
What's Included
- Data cleanup
- CRM setup, integration, and optimization
- Automated audience segmentation
- Sign up journey audit