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audit package

CRM and Email Platform Audit

audit by otium

Current State Assessment of your Keap Pro, Keap Max or Keap Max Classic Account, other CRMs and associated integrations.

We are experts in harnessing the power of popular Marketing Automation and Customer Relationship Management (CRM) platforms. We are available to evaluate, repair, improve and support customers with their existing tools and automations.

Otium offers a detailed Current State Assessment of popular CRM tools.

features

The Review Includes a review and customized presentation regarding:

  • Data Organization – Tagging Name and Category Standards
  • Data Organization – Custom Field Uses
  • Email Deliverability – List Hygiene and Automated Management
  • Email Deliverability – Authentication and Reputation
  • Performance – Saved Searches Inventory
  • Performance – Campaign Design Integrity
  • Performance – Reporting Design Integrity
  • Security – Active Integration Review

investment

• $499-999 USD

how to get started

01.

book your program with deposit

We’ll set up your program dates, let you know what to expect, and  send you onboarding resources!

02.

Kick off your program with goal setting and customer journey mapping

We’ll collaborate in two brainstorming sessions to dive deep into the “why” and the “what” of our solution.

03.

Get coaching and new tools throughout the program

We’ll deliver and implement automations frequently, and meet to coach you on business success and strategies to make the most out of your solution.