We are looking for someone to advise us on which platforms and systems to use and how to set them up in order to achieve the following:

• CRM set up and optimisation for all company departments
• Leads from website come through to CRM
• CRM links to email mail marketing so that when e.g. an event is executed, the client gets a thank you email
• Systems and processes are set up so that after e.g. 3 months lapse period, a previous client is sent an email with a discount offer
• When a client reaches a certain spend with the charity, they are sent an impact focused email telling them where their money has gone
• Everything to comply with GDPR

Quick Fix: 1-4 hours

Disability | Mentoring | Remote or Face to Face