Certified PartnerFree CRM audit · not a sales call
Find the revenue your CRM is leaving on the table.
A real deliverable, not a disguised sales call. We pull your live CRM data, detect your stack, and benchmark your lifecycle against your top 3 competitors — then hand you a prioritized plan to close the gaps, plus a live dashboard you keep.
- Built on your live CRM data and your detected stack — not a generic checklist
- Your flows, segments, deliverability, and lifecycle benchmarked vs your top 3 competitors
- Prioritized 90-day CRM plan with revenue projections, plus a live dashboard you keep
Trusted by 140+ brands
KlaviyoBrazeHubSpotIterableCustomer.ioPlatform-agnostic and certified. Whatever CRM you run, we run it.
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.”
What we audit in your CRM
A bespoke CRM audit. A live dashboard. A clear plan.
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 ops review.
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 gap analysis.
We model the revenue you're leaving on the table — missed winback windows, under-segmented audiences, untriggered flows — and size each opportunity.
Live dashboard.
You get a dashboard with rebuy rate, winback conversion, flow performance, and channel attribution. It's yours to keep — not a PDF that goes stale.
Beyond the audit
We don't just find the gaps. We close them.
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