Certified PartnerFree CRM audit · not a sales call
Your CRM is leaving revenue on the table.
Find it with a free audit. We pull your live CRM data, assess your current programs, and benchmark your lifecycle strategy against your top 3 competitors. You'll get a prioritized plan to close the gaps, plus a live dashboard you get to keep.
- We audit your live CRM data, including segments and flows. No generic checklists.
- You'll see where your current strategy stands against your top 3 competitors.
- You keep a prioritized 90-day CRM plan with revenue projections, plus a live dashboard with current insights.
Trusted by 140+ brands
- Free, with zero obligation
- A real deliverable, not a sales call
- Delivered on your live data in 5 business days
The full picture
What we're looking for in your CRM.
Flows & journeys.
Every automated flow and journey mapped — welcome, post-purchase, winback, rebuy, VIP — with the gaps and dead ends flagged.
Segmentation & data.
How your audiences are built and what data drives them. We find where segmentation is shallow and personalization is missing.
Deliverability.
Sender reputation, authentication, and list hygiene — what's landing in the inbox vs. spam, and what it's costing you in revenue.
Campaign operations.
Send cadence, list hygiene, personalization depth, A/B testing coverage. We score your campaign operations against the top 10% of programs we've built.
Revenue gaps.
We model the revenue you're leaving on the table — missed winback windows, under-segmented audiences, untriggered flows — and size each opportunity.
Inside your portal
See what it's like to work with us.
Every engagement comes with a living portal — your events and attributes, your lifecycle map, a template library, performance, and experiment readouts, all in one place and refreshed nightly from your account. Click through it.
Overview
Program health at a glance — refreshed nightly from your account.
Revenue by flow · last 30 days
CRM-attributed revenue, wired back to the flow that drove it.
Experiments at a glance
Events & attributes
Every event and attribute tiered by what's live in production, with real fill rates. When engineering ships a field, it moves to Live and the plan updates.
Tracked events · last 30 days
| Property | Type | Description | Example |
|---|---|---|---|
product_id | string | SKU viewed | NW-TRL-JKT |
category | string | Product category | outerwear |
price | number | List price | 148.00 |
Profile attributes · production fill
| Attribute | Type | Prod fill | Example | Used by |
|---|---|---|---|---|
Live email | string | 100% | sara@… | 14 |
Live first_name | string | 99% | Sara | 12 |
Live lifetime_orders | number | 96% | 4 | 9 |
Live last_order_days | number | 96% | 23 | 6 |
Live total_revenue | number | 94% | $568 | 8 |
Live avg_order_value | number | 91% | $142 | 7 |
Live city | string | 88% | Denver, CO | 5 |
Live state | string | 86% | CO | 4 |
Live email_engagement | string | 82% | high | 6 |
Live referral_count | number | 71% | 2 | 2 |
Canary loyalty_tier | string | 72% | Summit | 3 |
Canary channel_pref | string | 58% | email | 3 |
Canary birthday | date | 44% | 1994-08-12 | 2 |
Canary size_preference | string | 41% | M | 2 |
Planned predicted_ltv | number | 14% | $610 | — |
Planned churn_risk | number | 8% | 0.34 | — |
Lifecycle map
Your program documented stage-by-stage — entry and exit events, every message, the channel, and the conversion window.
Welcome → First Order
31-day conversionaccount_createdorder_placed
Browse → Cart Recovery
7-day conversionproduct_viewedorder_placed
Post-Purchase → Repeat
45-day conversionorder_placed2nd order_placed
Winback
30-day conversion60d inactiveorder_placed
Content library
The blocks we build, each previewable with your live data and ready to paste into your ESP. This is what lands in the inbox.
Content blocks
Performance
Sends, deliverability, and experiment results — updated nightly, with a plain-language verdict on every test.
Daily sends · last 14 days
By message
| Message | Channel | Sent | Deliv. | Open | CTR | Unsub |
|---|---|---|---|---|---|---|
| Welcome #1 — Brand story | 42,100 | 99.4% | 46.2% | 4.1% | 0.2% | |
| Cart reminder | 18,300 | 99.1% | 51.8% | 6.7% | 0.3% | |
| Order shipped | 12,900 | 99.6% | 68.4% | 8.2% | 0.1% | |
| Back in stock | Push | 9,400 | 97.2% | 22.0% | 5.4% | — |
| Winback offer | 7,600 | 98.8% | 33.5% | 3.9% | 0.6% |
Conversion funnel · last 30 days
product_viewedcart_startedcheckout_startedorder_placedreview_submittedRight column = step-to-step conversion from the previous stage.
CRM readouts
Every experiment written up with the verdict, the numbers, and a comment thread — a decision record you keep, not a slide that goes stale.
Your portal, built on your live data — yours to keep after the audit.
Get my free audit
300%
signup conversion lift
in 6 months
50+ A/B tests on forms, offers, and timing.
What clients say
Don't take our word for it.
“BRCG operates like they're part of our team. Senior people doing the actual work, fast turnarounds, and they understand the complexity of our scale without needing hand-holding.”
“The testing framework BRCG built changed how we think about email. Every element gets tested, every result gets documented. Our signup conversion tripled and email became our top revenue channel.”
“We had rich quiz data sitting unused. BRCG turned it into 50+ personalized flows and took email from barely contributing to 40% of our revenue.”
Beyond the audit
The full growth stack, when you're ready to close the gaps.
Paid media, SEO, and demand gen that fill the pipeline.
CRM, onboarding, and lifecycle messaging that turn signups into revenue.
Flows, automation, and loyalty that keep customers coming back.
Engineering & integrations.
Need a CDP connected, an ESP migrated, or a custom integration built? We have the engineering team to do it.
Data enrichment.
Missing firmographic or behavioral data? We connect enrichment providers and build the segments that drive personalization.
Migration & tooling.
Moving platforms? We plan, execute, and QA migrations across Braze, Klaviyo, Iterable, HubSpot, and Customer.io.
Reporting & attribution.
Revenue wired to its source — flow, segment, and campaign — so you can prove exactly what your CRM is driving.
How it works
Three steps. One week.
Request your audit.
Drop your email and the CRM you run. Two minutes, no call required to get started.
We audit your stack.
We pull your live data, detect your setup, and benchmark your lifecycle against your top 3 competitors. Delivered in 5 business days.
Get your plan.
A prioritized 90-day CRM roadmap with revenue projections, plus a live dashboard you keep. You decide if you want our help executing it.
Ready to find the revenue you're missing?
Request your audit. We'll deliver it on your live data within a week — no obligation, no pitch.
Get my free audit
Shipping V2 to 100%. Next test: offer depth on the reminder — $ off vs free shipping.
Love this. Can we get the rec block into the browse-abandon flow too?