CRM & Lifecycle

Journeys that feel human. Stacks that don’t break.

Salesforce Marketing Cloud setup, rebuilds, journey architecture, deliverability. Lifecycle automation that doesn’t read like automation. Built on years of operational work across the Rémy Cointreau Group, Penta Hotels, Candriam, and others — and the kind of engagements where the marketing team inherited an instance nobody documented.

Salesforce Marketing Cloud setup, rebuilds, journey architecture, deliverability. Lifecycle automation that doesn’t read like automation. Built on years of operational work across the Rémy Cointreau Group, Penta Hotels, Candriam, and others — and the kind of engagements where the marketing team inherited an instance nobody documented.

Lifecycle architecture

One core model

Core data model

1 contact = 1 record

Consolidated DEs

Engaged segments

Journeys

Pre-purchase

Post-purchase

Reactivation

Win-back

Inbox

Journey

Email

SPF · DKIM · DMARC

Inbox

Clean events

Monitored

Documented

01 — The inherited CRM

Most enterprise CRMs are quietly broken.

Most enterprise CRMs are quietly broken.

Most enterprise CRMs are quietly broken.

You inherited the instance. Or your predecessor did. Or three contractors before that one did. Either way, here’s what you have:

You inherited the instance. Or your predecessor did. Or three contractors before that one did. Either way, here’s what you have:

A database with 400,000 contacts. Maybe 80,000 are still real. Open rates have been drifting down for two years and nobody’s sure why. Journeys are still running that nobody can edit because nobody knows what they trigger from. Three Data Extensions hold the same data with different field names. Deliverability is fine on Gmail, dying on Outlook, and unmeasured on the corporate inboxes that actually matter.


The dashboards show big numbers. Total subscribers up. Sends per month up. List growth up. The CFO is happy. The CMO is starting to ask why revenue per email isn’t moving.


This is what we get hired to fix.

02 — What we do

Five things we fix, in roughly this order.

Five things we fix, in roughly this order.

Five things we fix, in roughly this order.

Most engagements start with one piece. Most expand to all five — because the pieces don’t work in isolation. Here’s the shape of the work.

01

Core data model

We rebuild the underlying data architecture. One contact equals one record. Data Extensions consolidated, field naming standardized, relationships mapped. Most of the deliverability and segmentation problems downstream trace back to this layer being a mess. Fix it once, every other layer gets easier.

02

Database hygiene

Active vs. inactive vs. dead contacts, properly classified. Engagement-based segmentation that reflects real behavior, not just “subscribed.” Dead weight removed from sending lists. The database shrinks. Open rates and inbox placement improve. Total subscribers goes down. The right metrics go up.

03

Journey architecture

Lifecycle journeys mapped to actual customer behavior — pre-purchase, post-purchase, reactivation, win-back. Triggered by clean events, not arbitrary date logic. Each journey owns its goal, its exit criteria, and its measurement. No more “we have 14 active journeys and we’re not sure what they do.”

04

Deliverability and infrastructure

Sender Authentication Package (SAP) configured properly. SPF, DKIM, DMARC aligned. IP and domain warm-up where needed. BIMI for the brands that warrant it. Inbox placement monitored across providers. The work that nobody finds sexy until the inbox numbers are back where they should be.

05

Operating handover

Docs, Loom walkthroughs, runbooks, and training that lets your team actually run the stack after we leave. Most SFMC engagements end with a handover doc nobody reads and a consultant who’s mysteriously still on retainer eight months later. We’d rather not be that consultant.

03 — How we work

A typical engagement, end to end.

A typical engagement, end to end.

A typical engagement, end to end.

Engagement length depends on the state of the instance. A from-scratch Marketing Cloud build runs six to ten weeks. A rebuild of an existing messy instance runs three to six months — most of that work is in the audit and the data model, not the journey config. Project, retainer, or hybrid for ongoing operation after that.

01

Audit

Two to three weeks. We map the existing instance — every Data Extension, every active journey, every automation, every sender profile. We run a deliverability check across providers. We pull the engagement data and tell you which segments are actually alive. You get a written diagnosis of what’s broken, what it’s costing, and what we’d fix first.

02

Core model

The longest phase, and the one that pays back the most. We rebuild the data layer — consolidated DEs, clean relationships, proper subscriber model. Most of what comes after gets easier or harder based on what happens here.

03

Activation

Journeys mapped, built, and launched. Templates designed. Deliverability infrastructure set up. UAT, go-live, hypercare. Weeks of work, but predictable once the model underneath is right.

04

Handover or managed service

Docs, Loom walkthroughs, and a working machine. Your team keeps running it after we leave. Or we stay on a managed-service retainer — campaigns, journey iterations, ongoing optimization. Most enterprise clients pick the second.

04 — Beyond SFMC

We’re SFMC-deep. We’re not SFMC-only.

We’re SFMC-deep. We’re not SFMC-only.

We’re SFMC-deep. We’re not SFMC-only.

Salesforce Marketing Cloud is our deepest practice — built on years of operational work across enterprise B2C, multi-brand groups, and complex data architectures. It’s where we win.

Salesforce Marketing Cloud is our deepest practice — built on years of operational work across enterprise B2C, multi-brand groups, and complex data architectures. It’s where we win.

If you’re already on HubSpot, Klaviyo, Mailchimp, or another platform, we work in it. We’ve shipped on most of the major ones at some point in our careers. The depth varies by platform — we’re honest about which we run day-one and which we’ll need to spin up on, and we’ll tell you when something else is the better fit for what you actually need.

05 — Selected work

A few engagements that show the shape of the work.

A few engagements that show the shape of the work.

A few engagements that show the shape of the work.

Premium B2C, multi-brand groups, hospitality, financial services. The common thread isn’t the industry — it’s the kind of Marketing Cloud instance that needs senior hands to fix or build right.


Other Marketing Cloud engagements include Candriam (financial services, NDA scope) and others under retainer.

06 — Hospitality

Running a hotel on Thynk?

Running a hotel on Thynk?

Running a hotel on Thynk?

We have a productized SFMC offer for hospitality brands running on Thynk — three packages from clean platform setup to full lifecycle automation. Different page, different sales motion, same SFMC depth underneath.

Got a messy SFMC instance? Let’s audit it.

20-minute call. We walk you through what an audit covers, what you’d get, and whether it’s the right starting point. No deck. No pitch theatre.

Got a messy SFMC instance? Let’s audit it.

20-minute call. We walk you through what an audit covers, what you’d get, and whether it’s the right starting point. No deck. No pitch theatre.