CRM, Email & SMS Marketing Audit, Strategy & Implementation Services

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Our Process

01

Initial Consultation (Free)

Schedule a 30-minute call with Dean. He’ll ask about your business goals, current marketing challenges, and any specific concerns (e.g. “I want more local leads” or “Why did my conversions drop?”). This is also your chance to ask Dean anything. By the end of the call, you’ll both confirm that an audit is the right move for you. (No hard sell, no obligation.)

02

Audit Deep-Dive

If you agree to proceed after the call, Dean rolls up our sleeves and gets to work. This process typically takes about a week for a thorough job – because real analysis can’t be fully automated. Dean might reach out with a few quick questions during this phase.

03

Report & Recommendations

We’ll walk you through the priority fixes and improvements, from quick wins to critical issues. No fluff, no vague jargon. You’ll know exactly what to do next, whether by your own dev team or with Dean’s further help.

04

Next Steps and Support

After the audit, it’s your call how to proceed. You can take the recommendations and run with them in-house – or, if you’d like continued assistance, Dean can discuss ongoing consulting or hands-on help to execute the fixes.

05

Congratulations!

Now, have fun and start Growing. 😍

Or contact Dean for a cup of ☕☕☕ catch-up.

CRM, Email & SMS Marketing Audit, Strategy & Implementation Services
$ 100.00 AUD

Email marketing remains one of the highest-ROI channels (roughly $36–$45 returned per $1 spent), and SMS offers unparalleled immediacy with ~98% open rates – far higher than email’s ~20% average (emarsys).Our comprehensive service helps you harness both channels effectively. We combine strategic planning with hands-on implementation to build automated customer journey flows (welcome series, cart reminders, post-purchase follow-ups, etc.) and targeted campaigns that drive conversions and loyalty.

Why DEANLONG.io Is Different

  • Fractional CMO expertise at a fraction of the cost — senior-level strategist + hands-on implementer.
  • Max 3 clients at once so you get laser focus on your success.
  • No lock-in contracts — cancel anytime after proof of value.
  • Straight-talking insights with prioritised, action-first recommendations.

Digital Customer Retention Services We Offer

  • Email & SMS Audit & Strategy: We begin with a thorough audit of your current email and SMS programs. This includes reviewing campaign performance, signup forms, automations, and customer data usage. We identify opportunities (e.g. improving subject lines, send times, or SMS cadence) and craft a data-driven strategy aligned with your goals. You receive a roadmap detailing recommended flows, segmentation plans, content ideas, and best practices to boost engagement. (Most marketers agree that targeted personalisation is key – 78% say segmenting their lists is the best way to improve email performance)
  • End-to-End Implementation: After strategy, we handle the full technical setup to bring it to life. This includes building out email sequences and SMS automations (welcome series, abandoned cart reminders, re-engagement campaigns, etc.), configuring segments/lists, and integrating with your existing systems. We work alongside your designer (or provide our own design support) to create on-brand email templates and copy that resonate with your audience. Our implementation follows proven tactics – for example, segmented campaigns can drive dramatically higher revenue (marketers have seen up to 760% revenue boosts from segmentation). We make sure all flows are optimised for deliverability and conversion, and that SMS is used thoughtfully for timely, high-impact messages (e.g. instant order updates or limited-time offers).

Our CRM Process Flow & Ongoing Support

To ensure quality and results, we follow a clear process:

  1. Discovery & Audit: We start by understanding your business, audience, and current email/SMS setup. We analyse performance metrics and identify gaps or opportunities in your customer lifecycle (from sign-up to post-purchase). This audit phase lays the foundation for a tailored strategy.
  2. Strategy & Design: Next, we outline a custom communication strategy. We define which automated flows and campaigns you need, what segments to target, and the messaging approach. During this phase, we also collaborate on design – ensuring email templates, graphics, and SMS content align with your brand. (If you don’t have in-house designers, we can assist with creating professional, on-brand visuals and templates.)
  3. Implementation & Integration: Once the plan is approved, we start building in your chosen email/SMS platform. This includes setting up the flows (with proper triggers, timing, and conditions), creating segments (e.g. by purchase history, engagement level, etc.), and configuring any integrations. We often connect your CRM, e-commerce, POS, or inventory systems so that data flows seamlessly – enabling advanced personalisation.
  4. Testing & Launch: Before going live, we will test each flow and campaign. We verify emails display correctly (across devices), links and tracking work, and SMS messages are compliant. We can run A/B tests on subject lines or content to refine effectiveness. After QA, we launch the automations and ensure all systems are running smoothly.
  5. Ongoing Optimisation & Maintenance: Our service doesn’t stop at launch. We offer ongoing support to continually improve your email and SMS marketing. Each month, we can monitor performance, tweak workflows, refresh content, and run new campaigns as needed. This maintenance phase ensures your program stays optimised as your audience and business needs evolve.

👉 Book a Discovery CallHave questions? Let’s talk about how this process would work for you.

B2B CRM & Account-Based Marketing

Harness account-based marketing to turn high-value targets into loyal customers. We use the FETE Framework—Find key accounts (recommend Clay & Lead411), Enrich profiles via technographic & firmographic data and real-time signals, Transform engagement with personalised outreach, then Export optimised lists for campaigns. Ideal for SaaS, professional services, and multi-location businesses seeking predictable pipeline growth.

Proven Results on NPS, Conversion Rate Improvement

We pride ourselves on delivering measurable results for our clients. Here are a couple of success stories from our projects:

  • Sign‑Up Flow Conversion Boost: For an e-commerce brand, we implemented a new website email sign-up flow (with an enticing offer and optimised form design). The result was a 10.1% visitor-to-subscriber conversion rate – far above typical opt-in rates (~1.95% on average according to bdow.com, with top-performing sites around 6.3%). This high conversion funnel rapidly grew the client’s contact list (about 17% increase in subscribers every two months), providing a larger audience for email campaigns and resulting in greater revenue potential from email marketing.
  • Customer Data Integration & NPS Improvement: In another project, we leveraged Make.com (Integromat) to connect a retail client’s POS and inventory systems with their CRM and email platform. This integration enriched customer profiles (office staff and front-line employees gained a 360° view of customer purchases and preferences) and enabled automated, personalised communications. For example, when a purchase was made in-store, our system triggered a series of follow-ups: an order status update via email/SMS, a post-visit satisfaction survey about the store experience, and later a product feedback survey. These timely, relevant touchpoints significantly improved the customer experience. In our client’s case, the improvements were clear: their Net Promoter Score (NPS) increased by 34% after implementing these flows, indicating a substantial jump in customer loyalty and advocacy.

Frequently Asked Questions For CRM Services

FAQs Separate Line | DEANLONG.io
How much does it cost and how long does it take?

Our standard rate is $100/hour. Full flow setup takes ~20–50 hrs over a few weeks (planning, design, implementation). Ongoing maintenance is ~5–10 hrs/month for monitoring & optimization. We’ll provide a custom quote after our discovery call.

FAQs Separate Line | DEANLONG.io
Which email & SMS platforms do you work with?

We’re platform-agnostic: Klaviyo, Mailchimp, ActiveCampaign, HubSpot, Sendinblue, SMS via ClickSend/SMSBroadcast, etc. We integrate with e-commerce, POS, and other systems via Make.com or Zapier for seamless data flow and personalization.

FAQs Separate Line | DEANLONG.io
Do we need to provide our own email designs or copy?

If you have in-house templates/designers, we’ll use your assets. Otherwise, we can create on-brand email/SMS templates, graphics, and copy (clear CTAs, personalization, compliance). Our goal is effective, on-brand messaging that drives results.

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