MIKHAIL DADOV
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Mikhail Dadov

CRM Audit Consultant

CRM audit services for teams that need a sharp view of the current stack, customer lifecycle, measurement, segmentation, and commercial priorities before the next growth step.

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When I am the best fit

I step in when a team needs a fast diagnosis of stack, journeys, data quality, segmentation, and ownership before scaling CRM or fixing retention.

  • Teams with CRM activity but weak commercial visibility
  • Companies preparing a relaunch, CDP migration, or vendor reset
  • Leaders who need an outside view before hiring, reorganizing, or replatforming the function
What clients get
  • Clear diagnosis of journey gaps, segmentation gaps, and measurement blind spots
  • A prioritized roadmap with commercial logic instead of a channel wish list
  • Recommendation on team roles, vendor responsibilities, and the next decision points
Typical scope
  • CRM/CDP stack, vendor map, and ownership model
  • Lifecycle journeys, triggers, segmentation logic, and reporting
  • Commercial priorities, KPI model, and the first operating fixes
Quantified case

Bloomreach fintech audit and lifecycle rebuild

For a fintech program built on Bloomreach, I rebuilt measurement, segmentation, and 20+ lifecycle journeys. The result was +10% conversion and +3% retention revenue, but the key point is what came before that: a sharp diagnostic of how the current system was really working.

When to bring me in
  • Retention is under pressure but the team cannot agree where the real bottleneck is
  • The business is about to replace a platform, agency, or team structure
  • CRM is busy, yet leadership still sees it as a channel rather than a revenue engine
Contact

CRM audit services for teams that need a sharp view of the current stack, customer lifecycle, measurement, segmentation, and commercial priorities before the next growth step.

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Questions teams usually ask

I step in when a team needs a fast diagnosis of stack, journeys, data quality, segmentation, and ownership before scaling CRM or fixing retention.

Questions teams usually ask

FAQ

What comes out of the audit?

A diagnosis of the current CRM system, a prioritized roadmap, and a clear view of what to fix first across stack, journeys, ownership, and commercial logic.

How long does it usually take?

Most audit mandates start with a compact first phase. The goal is speed and clarity, not a long consulting theater process.

Can the audit turn into implementation support?

Yes. Many teams start with the audit and then keep me on for roadmap support, lifecycle redesign, or fractional CRM leadership.