You’ve got customer data to die for, a CRM system all set up, and ideas coming out your ears. But it still feels like you’re only scratching the surface when it comes to customer engagement. Congratulations, you’re in the right place. For a limited time, I’m offering free customer engagement consultancy in exchange for projects I can include in my portfolio.
Struggling to get what you need from your CRM?
Your customer engagement platform is powerful….but you’re only using about 10% of what it can actually do.
You’ve got customer data that could transform how you engage your customers… but you don’t have the time to work out what it’s telling you.
And you know you could be doing more with:
- Segmentation
- Personalisation
- Customer journeys
- Lifecycle marketing
- Marketing automation
- Platform AI capabilities
- Triggered communications
- Testing and experimentation
But knowing what’s possible and actually getting it done are two very different things — especially when you’re already juggling campaigns, targets, and a never-ending to-do list.
That’s where I come in... with a mutually beneficial opportunity that won’t cost you a penny.
Need help turning CRM ideas into action?
I’m Libby — a former in-house marketing manager turned martech writer.
For the last six years, I’ve written in-depth about omnichannel customer engagement, customer engagement platforms, and all the amazing stuff we can do with consumer data these days.
I know the strategy, tactics, and best practices. Now I want to get properly hands-on.
I’m particularly interested in getting stuck into CRM and customer engagement platforms that put customer data to work — like Braze, Klaviyo, MoEngage, Emarsys, Salesforce CRM, etc.
I’m looking for a CRM team that wants an extra pair of hands — for free — in exchange for the chance to work on real challenges, with real customer data, using real technology.
You get my time, expertise, and an external perspective on your problems. I get the hands-on experience I need to build my customer engagement offer.
A handful of my customer engagement guides for Braze. Check out What is customer engagement? if you're new to the field, or Pressure-tested productivity if you're looking for more advanced advice.
How can I help with your CRM and customer data?
That’s up to you. I have no preconceived structure for these engagements.
- A day brainstorming ‘what could we do with this data’? Sure
- A week-long sprint to build a specific triggered journey? Let’s do it
- A month-long internship leading to a strategy document? I’m game
This is your opportunity to get free customer engagement support, however you want it.
And there's no need to worry. You won't be granting me free access to your customer data and 'send all' settings. I don't touch anything without your say-so.
Why am I doing this?
To walk away from our engagement with two things: experience and evidence.
I want to boost my practical CRM and data experience. And I want to boost your meaningful metrics. Whether it’s click-through rate, conversion rate, revenue, retention, LTV… I want to help move the needle on the numbers that matter to you.
In exchange, you'll let me add you to a portfolio of real campaigns and results that I’ve created (anonymised if that’s your preference).
Why choose me for your CRM support?
In a nutshell
- 20 years in marketing
- Six years researching and writing about customer engagement
- CPD in data and marketing, and customer engagement
- CIM and DMA member
- Exceptional client recommendations
- Award-winning freelancer (CMA 2021)
I’ve spent 20 years working in progressively more senior in-house marketing roles across publishing, Higher Education, and the charity sector. For the last six years, I’ve been an award-winning freelance copy and content writer specialising in martech — particularly customer engagement, CRM, and marketing automation.
I’m also a member of the CIM and DMA, with professional accreditations spanning customer engagement, copywriting, and data and marketing. If you take a punt on me, you'll be getting senior-level strategic thinking at intern-level costs.
Some of my professional accreditations. Check out my LinkedIn profile for more about me
Any catches to this customer engagement consultancy offer?
Well, a small one. She’s called Annabel.
Annabel is my daughter, and she’s currently in treatment for cancer for the second time in three years. This means I’m fitting my professional life around significant personal commitments. So flexibility is going to be key. I’ll be upfront about availability, and I’ll work around the realities of your team wherever I can.
My daughter Annabel. You can follow her story on Facebook at HappilyEverAnnabel
Looking for free CRM consultancy? Let’s talk.
I’m looking for a small number of CRM and customer engagement teams to work with while I build the practical side of my consultancy. I’m keeping it small so I can give each project the time and attention it deserves — and so that the work is genuinely useful for both of us.
If you’ve got a CRM challenge you’ve been meaning to tackle, a customer data opportunity you haven’t had time to explore, or a long list of 'we really should…' ideas gathering dust, I’d love to hear about it.
Email me at hello@writeontyne.com and tell me a little about your CRM setup, what you’re struggling with, and what you’d like to achieve. If I think we can do something genuinely useful together, I’ll be in touch.
CRM and customer engagement FAQs
What does a CRM consultant do?
A CRM consultant helps businesses get more value from their customer data, CRM technology and customer engagement strategy. That might mean identifying new use cases for customer data, improving segmentation and personalisation, mapping customer journeys, developing lifecycle marketing strategies, exploring marketing automation or finding better ways to use an existing customer engagement platform.
What is omnichannel customer engagement?
Omnichannel customer engagement is about creating connected, relevant customer experiences across the channels and touchpoints your customers use — using customer data and technology to make those interactions more joined-up and useful. It’s also been the focus of a lot of my writing over the last six years. Check out a small selection here. https://authory.com/LibbyMarks/co/Braze
Do I need to be using a specific customer engagement platform like Braze or Klaviyo?
No. Those are platforms I’m particularly interested in getting hands-on experience with, but I’m interested in CRM, customer data and customer engagement challenges generally. If you’ve got an established CRM or customer engagement platform and a problem you’d like another brain on, I’m interested.
What experience do you have in CRM and customer engagement?
I have 20 years of in-house marketing experience, and six years as a marketing writer specialising in martech. I have an extensive portfolio of writing on customer engagement strategy, CRM, marketing automation, customer data, customer engagement technology and industry trends. And I hold professional accreditations in customer engagement, and data and marketing. I know everything I need to know about the strategy, tactics, and best practices. I just need the hands-on experience.
Is this really free CRM strategy and support?
Yes. There’s no consultancy fee. Just a simple exchange: you give me the opportunity to work on a real CRM or customer engagement challenge, and I give you my time, expertise and an outside perspective on the problem. Hopefully, we both walk away with something useful.
What kind of CRM projects are you looking for?
Anything where there’s an interesting problem to solve. That could be designing customer journeys, exploring marketing automation opportunities, or simply working out what your existing platform is capable of. I’m deliberately not limiting these experiences. I just want to do cool stuff and meet nice people.
Do you really expect me to let a rookie loose on my CRM data?
Not at all. You'll be in charge at all times. I won't take any action within your CRM or data systems without your explicit permission and training. Plus, a lot of what we work on can be done outside of your systems, such as journey mapping, trigger planning, or overarching strategy.
If you're interested, email hello@writeontyne.com to get the ball rolling.