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CRM & email marketing

Lifecycle email and CRM automation

CRM and email marketing that profits from the customers you already have

Acquisition costs keep rising. CRM and email are where margin is recovered – through segmentation, automation and lifecycle campaigns that increase repeat purchase, retention and lifetime value from an audience you have already paid to acquire.

Nearly 13,000 users for Mynurva from a HubSpot campaign with automated emails. Read the case study for Mynurva

  • CRM strategy and segmentation
  • Automated lifecycle journeys
  • Ecommerce and B2B programmes
  • Measured on revenue, not open rates

Beyond the weekly send

From broadcasts to lifecycle marketing

Many programmes still consist of a weekly send to the entire list. It produces some revenue, gradually damages engagement, and tells you very little. Lifecycle marketing replaces that with the right message at the point in the customer relationship where it changes behaviour.

The work usually begins with data: what you know about customers, whether it is accessible in the platform, and which segments are genuinely worth treating differently. From there, automated journeys handle the repeatable moments, and campaigns are targeted rather than universal.

We measure it in revenue, repeat rate and retention. Opens and clicks are diagnostics, not results.

Two colleagues smiling as they look at a phone and a tablet in a bright office

Everything your programme needs

What we deliver

  • CRM strategy

    How customer data is used across acquisition, retention and reactivation, and what the platform needs to support.

  • Segmentation

    Behavioural, value and lifecycle segments that justify different messaging.

  • Email campaigns

    Planned, targeted campaigns built around commercial calendars and customer behaviour.

  • Automated journeys

    Welcome, nurture, replenishment and win-back flows that run without monthly effort.

  • Abandoned basket

    Timing, incentive policy and sequence design that recovers orders without discounting unnecessarily.

  • Post-purchase

    Onboarding, cross-sell and review requests that turn a first order into a second.

  • Retention & reactivation

    Identifying lapse risk early and re-engaging customers before they are gone.

  • Personalisation & testing

    Dynamic content and structured testing of subject lines, offers, timing and templates.

  • Reporting

    Revenue by journey and segment, lifetime value trends and contribution against other channels.

How we work

How we build a programme

  1. 01

    Audit data and platform

    What customer data exists, how clean it is and what your platform can actually action.

  2. 02

    Map the lifecycle

    The moments that matter for your business model, and where revenue is currently leaking.

  3. 03

    Build the automations first

    Highest return per hour, running continuously once live.

  4. 04

    Layer targeted campaigns

    Segmented sends aligned to trading plans, seasonality or sales cycles.

  5. 05

    Test and expand

    Iterate on the flows that earn, retire what does not, and grow the programme deliberately.

Accountable for results

Commercial outcomes we work towards

  • Higher repeat purchase rate and order frequency
  • Increased customer lifetime value
  • Recovered revenue from abandoned baskets and stalled enquiries
  • Reduced reliance on discounting to drive sales
  • Lower blended acquisition cost across the business
  • Reactivated customers who had stopped buying

Mynurva · Healthcare / online mental health support

users generated for product testing
~13,000
of anxiety tips, sent as automated emails
21 days

The recorded audience grew from a few hundred, with the rate of growth increasing and the reported cost per contact decreasing.

Client results

Results and evidence

Mynurva provides confidential mental health support through video appointments with qualified therapists, and needed high numbers of users for product testing. As a HubSpot Gold Partner, we connected marketing and sales around one CRM, then ran the campaign through HubSpot, from landing-page forms to automated emails. We judge every programme on what it does commercially, not on opens and clicks.

What we did for Mynurva

  • Set up HubSpot around one CRM, so marketing and sales saw the same customer journey
  • Created an anxiety test and a 21-day anxiety tips email subscription, promoted on Facebook
  • Stored every form submission in the CRM and sent the tips as automated emails, with one campaign report

Case studies

Serious work, measured commercially

Fire Design Solutions

Fire engineering / CPD seminars

18%

Landing page conversion rate

Email marketing that filled an industry CPD event

A landing page tracked registrations for a day of CIBSE-approved CPD seminars. Emails to existing contacts generated most of the leads, and the event was fully subscribed.

  • Email Marketing
  • Lead Generation
Read the full case study for Fire Design Solutions

British Assessment Bureau

Certification / ISO standards

Onboarded

To HubSpot Marketing Hub Professional

HubSpot onboarding after a CRM switch

BAB moved to HubSpot and needed data from its old CRM brought across. We onboarded and trained the team and set up the first inbound campaigns, with email, automation and lead management in one place.

  • CRM
  • Marketing Automation
Read the full case study for British Assessment Bureau

CRS Cold Storage

Cold storage / UK and Ireland

Growth Suite

HubSpot CRM, from acquisition to service

One HubSpot CRM for every lead

CRS adopted the HubSpot Growth Suite on our advice. Our developers built the templates while our marketers planned the inbound strategy, so the first campaign was ready soon after onboarding and each piece of content could be measured.

  • CRM
  • Inbound Marketing
Read the full case study for CRS Cold Storage

Tiles360

Ecommerce / Magento tile store

Automated

Follow-up emails after sample orders

Automated follow-up emails for sample orders

As part of ongoing support for the Magento store, we installed an automated email system that follows up with everyone who orders samples, and integrated the site with Mailchimp.

  • Email Automation
  • Ecommerce
Read the full case study for Tiles360

Selected clients

  • The Royal Marsden Private Care
  • London Specialist Hospitals
  • K9 Jets
  • RealD
  • Private Jet Charter
  • IRIS
  • FDS Consult
  • F1 Authentics
  • Fire Design Solutions
  • Holemaker Technology
  • Tiles360
  • Be Safe Direct

Good to know

Frequently asked questions

Which email and CRM platforms do you work with?

We work with the mainstream ecommerce and B2B platforms and integrate with the systems you already run. If your platform is limiting what you can do commercially, we will say so – but we will not recommend a migration you do not need.

How often should we email our list?

Frequency matters less than relevance. Segmented, well-timed sends usually allow higher frequency without harming engagement; untargeted broadcasts to the whole list erode it quickly.

Is email still worth investing in?

For most businesses it remains the highest-margin channel, because you are not paying for the audience each time. It is usually the fastest route to improving profitability from customers you already acquired.

Can you set up automated journeys as well as campaigns?

Yes. Welcome, abandoned basket, post-purchase, replenishment, lapsed customer and lead nurture journeys tend to produce more revenue per hour of effort than one-off campaigns.

How do you handle data protection and consent?

Consent capture, preference management and suppression are built into the set-up. Deliverability and compliance are practical requirements, not afterthoughts.

Still have a question?

Next step

Discuss your marketing data and where the retention opportunity sits.

  • Google Premier Partner
  • Microsoft Advertising Partner
  • Since 2002 · 300+ clients