Your CRM is either your most powerful revenue engine or the world's most expensive contacts list. For most growth-stage businesses, it's the latter — a system full of contacts with batch campaigns going out and minimal behavioral logic driving revenue. We fix that.
Our CRM Optimization engagement transforms your CRM — whether HubSpot, Klaviyo, or Salesforce — into an automated revenue machine. We build RFM segmentation models, wire up seven core behavioral flows, implement lead scoring, and set up revenue attribution so you can see exactly what's working. The result: more revenue from your existing audience, with less manual effort.
Key Deliverables
Full CRM audit and data cleanup | RFM segmentation model across your customer base | 7 behavioral flows (welcome, post-purchase, browse abandon, cart abandon, win-back, VIP nurture, sunset) | Lead scoring and routing | Revenue attribution dashboard | Full automation playbook
Our Process
Weeks 1–2: CRM audit, data hygiene, and segmentation design. Weeks 3–5: Flow build and testing in shadow mode. Weeks 6–7: Go-live and revenue attribution setup. Week 8: Optimization and handoff.