Hidden leaks
Broken journeys and gaps quietly leave revenue on the table.
Discovery by Euphemia
Discovery: a clear-eyed audit of your CRM and email marketing.
Find the broken journeys, missed opportunities and under-used features. A personal, senior-led review that shows you what to fix first.
19+ years of CRM marketing experience. Clear priorities. Practical next steps.
Find your starting point
Which sounds most like you?
Your next step: Discovery
Start with a clear view of your programme.
Discovery looks across your CRM setup, journeys and data to find what’s working and where your attention will make the biggest difference.
- A review of your platform setup
- Gaps in journeys and segmentation
- A prioritised roadmap, yours to keep
One complete audit. The same senior expertise, wherever you start.
Selected experience
Companies worked with.
Experience spanning global brands, scaling technology businesses and specialist services.
Why Discovery
Your platform should be earning its keep.
Blunt targeting
Poor segmentation turns relevant messages into background noise.
Unused potential
Powerful platform features often sit untouched or misconfigured.
Discovery gives you a clear, prioritised view of what’s working, what isn’t, and the smartest place to focus next.
19+ years of CRM marketing experience
Meet Phil
An experienced eye.A practical way forward.
You’re not getting a junior analyst running a template. You’re getting an experienced consultant’s eyes directly on your programme.
With in-house and fractional roles across financial services, luxury retail, fintech and FMCG, plus hands-on experience with Braze, Klaviyo and HubSpot, the review connects platform detail to commercial reality.
Platform partners
Hands-on expertise across leading platforms
Client testimonials
Trusted to turn complexity into progress.
“Phil brought deep CRM and Braze expertise, quickly understood our business and translated our priorities into a clear, practical roadmap. He combines strategic thinking with hands-on delivery and makes it happen.”
Gillian
VP of Marketing, Tutorful
“Phil brought the RevOps thinking as well as the technical delivery. We came out with a governed CRM and reporting our team can use.”
Natalie
Head of Marketing, Maple Finance
“Phil operates as a true senior extension of the team rather than just a pair of hands. He mentors, challenges our thinking, and delivers strategic input alongside the execution work we need at pace.”
Phlo Clinic
Client testimonial
What’s included
One focused package. No tiers.
A complete senior review, findings session and prioritised report.
A practical diagnosis.
Clear evidence, honest priorities and recommendations your team can act on.
Full review of your CRM and email marketing setup and configuration
Audit of key automated flows and journeys, including welcome, abandoned cart or browse, win-back and reactivation
Segmentation, personalisation and list health review
Deliverability and data hygiene check
Findings call or workshop with your stakeholders
Written report with prioritised quick wins and longer-term fixes
What happens after you book
A simple route to clarity.
Book and pay
Secure your Discovery and we’ll arrange the kick-off.
Align the scope
A focused call to understand priorities and access.
Audit conducted
Your setup, journeys, data and performance are reviewed.
Findings delivered
A stakeholder session plus a prioritised written report.
FAQ
The useful details.
How long does Discovery take to deliver?
Discovery is typically completed within two weeks of the kick-off call and receiving the agreed access. We’ll confirm exact timings before you book.
What access do you need from us?
Read-only access to your CRM or email platform is usually enough. We may also ask for relevant reporting, campaign plans and a short overview of your current priorities. Full admin access is not required.
Can Discovery lead into ongoing work with Euphemia?
Yes. The report stands alone and gives your team a practical roadmap, but Euphemia can also help implement recommendations or provide ongoing fractional CRM support if that is useful.
Do you sign an NDA?
Yes. We’re happy to sign a mutual NDA before any access is shared, and all information reviewed during Discovery is treated as confidential. For cancellation or refund requests, contact hello@euphemiaconsultants.co.uk directly.
How much does this cost?
Discovery has one fixed fee for the complete package, shown when you open checkout. It gives you direct access to senior, hands-on expertise, not a templated audit delegated to a junior analyst, and covers the review, findings session and written recommendations.
Ready for a clear-eyed view?