Ongoing Email Optimisation Retainer

Our outsourced CRM email partner. Continuous optimisation, monitoring, and strategic guidance so your email programme grows revenue reliably – working alongside your team

Why Choose an Optimisation Retainer?

Email is too important to leave on autopilot. Growth-stage companies need ongoing iteration, monitoring, and expert input to keep performance climbing. Our retainer service blends deliverability guardrails with lifecycle optimisation, so your programme stays healthy and keeps growing.

Performance Monitoring & Reporting

Engagement, deliverability, and list health tracked every month. You’ll see trends clearly and spot issues before they cost revenue.

Ongoing Programme Optimisation

Continuous improvements to journeys, segmentation, and campaigns. We refine what’s live and close gaps where customers are falling through

Strategic Roadmap Planning Reviews

Quarterly sessions to align priorities with your business goals. We balance quick wins with longer-term experiments for sustained growth.

Deliverability Assurance & Guardrails

Ongoing monitoring of SPF, DKIM, DMARC and inbox placement. Problems are caught early, keeping your reputation and revenue protected.

Testing & Experimentation Guidance

Structured tests on subject lines, journeys, and frequency. We help you validate changes with data so you scale what works and cut what doesn’t.

On-Demand Expert Support

Direct access to consultants for troubleshooting, guidance, and campaign advice. No waiting in a queue - you’ll have a trusted partner on call.

How Our Retainer Works

Initial Setup & Baseline

We start with a structured review of your current CRM email programme, mapping journeys, audiences, and deliverability guardrails

Monthly Monitoring

Engagement, deliverability, and list health tracked each month. You’ll know exactly where performance is holding steady and where it’s slipping

Proactive Optimisation

Small but impactful changes made continuously - from fixing gaps in journeys to refining segmentation and improving campaign cadence.

Quarterly Roadmap

Every quarter we step back to prioritise the bigger fixes and strategic experiments that will compound growth over time.

Reporting & Insights

Concise reports highlight results, surface risks, and recommend next steps. Executive-ready and designed for easy sharing.

Expert Email Optimisation Partner

Don’t leave your CRM email programme on autopilot. Get continuous optimisation, monitoring, and strategic guidance from experienced consultants.

Why It Pays for Itself

Drive Continuous Growth

Small improvements every month turn your CRM email programme into a consistent revenue driver.

Protect Brand Reputation

Keep inbox placement healthy and prevent over-sending or customer fatigue from damaging trust.

Catch Issues Early

Monitoring surfaces engagement and deliverability problems before they impact results.

Strategic Clarity

Quarterly roadmaps align your programme with business goals, so email drives measurable outcomes.

Expert Partnership

Direct access to senior consultants who guide, troubleshoot, and keep your team moving.

Know your email programme could be doing better? Let’s prove it.

Book a Review

Pick a slot that suits you. We’ll confirm that it’s a good fit and walk you through your Email Optimisation Retainer next steps.

Prefer to share details first?

Fill this in and we’ll contact you within a few business hours to arrange a call to discuss our Email Optimisation Retainer

Frequently Asked Questions

The Review is a one-time diagnostic that gives you a 90-day roadmap. The Retainer is ongoing — we become your partner to monitor performance, optimise journeys, and keep your email programme growing month after month.

Very little. We handle the monitoring, analysis, and recommendations. You’ll join a monthly check-in and a quarterly roadmap session. Beyond that, you decide how much to involve your internal team in implementing changes.

It depends on your goals, but common examples include: improving activation and re-engagement journeys, refining segmentation to reduce waste, testing new frequency strategies, and tightening deliverability guardrails.

What deliverability support is included?

SPF, DKIM, DMARC monitoring, inbox placement checks, and list health reporting are included as standard. This ensures your programme grows safely and sustainably.

We track improvements in engagement (opens, clicks, conversions), deliverability (placement and reputation), and downstream business metrics (signups, retention, revenue). You’ll see clear evidence of impact in monthly reports.

Yes – three months. This allows enough time for improvements to show and for your programme to benefit from quarterly roadmap planning.