Make better marketing decisions with a clearer view of performance.
I help growing businesses connect their campaign, website and CRM data, understand what is working, and decide what to improve next.
- 15+ years
- in marketing performance and CRM
- 3 sectors
- financial services, technology, B2B
- 2 weeks
- for the Performance Review
Previously worked at
Former employers, not clients. None of them is connected to this consultancy.
Experience in numbers
15+
years in marketing performance, analytics and CRM
8
recognised organisations, from Intuit to Invesco
5
overseas markets where I set reporting standards for local teams
7
analytics and CRM tools used hands-on
These figures describe my career, not client results.
Where most teams get stuck
- 01
Lots of reports, few answers
Plenty of clicks and opens, little on sales.
- 02
Data scattered everywhere
No single view of your funnel.
- 03
Not sure where to spend next
The evidence for each channel is thin.
Start with your question
Choose the situation closest to yours.
Leads arrive, few become customers
How I'd start: Review CRM stages, follow-up and handover.
Talk about thisWhat I offer
Three ways to work together, with clear starting prices.
Marketing Performance Review Main service
A focused two-week review of your marketing and CRM data, reporting and team processes.
From £4,500 + VAT
Service detailsCRM Journey Review
How leads move through your CRM, from first contact to retention.
From £3,000 + VAT
Service detailsMonthly Performance Partner
Ongoing scorecard review, interpretation, test planning and decision support.
From £1,500 a month + VAT
Service details
Founding client offer: 20% off for my first three clients. See details
The Marketing Performance Review
Two weeks. One clear picture of what's working, and what to fix first.
- Funnel view
- How leads become customers.
- Measurement gaps
- Where reporting falls short.
- KPI scorecard
- A practical set to track.
- Five priorities
- What to improve first.
- Presentation
- Findings, then a discussion.
Depth depends on your data. No guaranteed revenue or return.
Where I look. Select a stage.
Where traffic comes from, and whether it is tracked properly.
Illustration only. No real figures.
Your roadmap
From first conversation to lasting improvement.
- Start
Introductory call
A short, free conversation about your goals and your data. No obligation.
- Next
Scope and fixed fee
I confirm the scope, data access and a fixed fee in writing.
- Week 1
Discover and diagnose
I map your funnel and find gaps in measurement and reporting.
- Week 2
Decide
You get a KPI scorecard, five priorities and a presentation.
- Ongoing
Improve
Act on the plan yourselves, or with monthly support.
More on each step on the How I work page.
How clear is your picture?
Six questions, about a minute. A self-check, not an audit.
0 of 6 answered
Can you see how many leads become customers, stage by stage?
Do your reports show commercial results, not only clicks and opens?
Does everyone agree on how your key numbers are defined?
Do your campaign, website and CRM data connect in one place?
Does leadership look at a short scorecard regularly?
Do you plan tests, and learn from them, before moving budget?
Working together
Who I work with
- Founders
- Growing fast, short on clear numbers.
- Marketing leaders
- Need proof of what is working.
- Lean teams
- No in-house analyst to lean on.
Best suited to growing B2B, technology and financial services businesses.
What to expect
- Plain English
- No jargon, no filler.
- Honest about data
- I'll say where the data falls short.
- Direct access
- You work with me, start to finish.
- Clear next steps
- A short list of what to do first.
Selected work and services
Real examples, a sample deliverable and ways to start.
Questions
What do I need to provide?
Access to the marketing, website and CRM data you have, the reports your team uses, and a short intro call.
How long does the Review take?
Two weeks. The shape is adjusted to your data and your team's time.
Can you guarantee more revenue?
No. I give you an honest view of what your data shows and what to improve first.
What if our data is messy?
The depth of analysis depends on your data. If it is patchy, I will say so, and some of the work may focus on fixing that.
What do your services cost?
Starting prices are on the Services page: the Review is from £4,500, the CRM Journey Review from £3,000 and the Monthly Performance Partner from £1,500 a month, all plus VAT. I confirm a fixed fee after our first conversation.
Who will I work with?
Me, directly.
Let's make sense of your numbers 📈
Tell me what's frustrating you about your reports. We'll take it from there.
Book an introductory conversation