MIKHAIL DADOV
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Mikhail Dadov

CRM Audit

CRM Audit: data quality, lifecycle gaps, measurement, and priorities. Senior CRM strategy and leadership.

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When I am the best fit

I connect data quality, lifecycle gaps, measurement, and priorities with customer economics, clear decision rights, and cross-functional leadership.

  • 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
Experience and results

European fintech: lifecycle governance on Bloomreach

I audited and migrated CRM in Bloomreach, covering measurement, consent, KYC, onboarding, segmentation, and 20+ lifecycle journeys. Conversion increased by 10% and retention revenue by 3%. The work connected customer data, product requirements, and commercial priorities.

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
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CRM Audit: data quality, lifecycle gaps, measurement, and priorities. Senior CRM strategy and leadership.

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Questions teams usually ask

I connect data quality, lifecycle gaps, measurement, and priorities with customer economics, clear decision rights, and cross-functional leadership.

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?

The first phase is scoped around your priorities. Timing depends on access to data, the number of platforms, and the agreed depth of review.

Can you help implement the audit recommendations?

Yes. The agreed scope can include roadmap delivery, lifecycle redesign, vendor coordination, or interim leadership.