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Bring us in for one part of email, or the whole thing.
cc’d Consultancy is a specialist email and CRM consultancy helping growing businesses make more of the traffic, subscribers, customers and users they already have.
We plug in where support is needed most, from list growth, pop-ups and automations to campaigns, customer journeys, strategy, reporting and full email and CRM management.

Email & CRM Audit and Strategy
Understand what is working, what is being missed and what should happen next.
This is for businesses that know email could be contributing more, but need a full view of the current setup before investing more time, budget or internal capacity.
We review your email activity, customer journeys, performance, data and wider marketing, then turn what we find into a clear set of priorities your team can act on.
This can include:
Email and lifecycle audits
Account refreshes
Customer journey reviews
Campaign and automation reviews
Performance analysis
Platform reviews
Segmentation reviews
Testing plans
Strategic roadmaps
Support for your internal team
You will leave with
A clear understanding of what is working, what is being missed and what deserves attention first.
How we fit in
This is a focused strategic engagement.
Your team can take the plan forward internally, or we can stay cc’d in to help implement the recommendations through a project or ongoing partnership.
Email Builds and Rebuilds
Build what is missing. Rebuild what is no longer doing enough.
This is for businesses with a specific part of their email setup or customer journey that needs creating, improving or properly connecting.
We diagnose the problem, shape the journey, write and design the work, then build and test it properly.
This can include:
Automation builds and flow rebuilds
Welcome journeys
Post-purchase journeys
Replenishment programmes
Win-back and re-engagement
Pop-ups and data-capture journeys
Segmentation structures
Creator email foundations
Onboarding and activation programmes
Campaign-planning systems
Reporting frameworks
Platform migrations
Account refreshes
You will leave with
A fully working part of your email system, shaped around your business, your customers and your data, rather than a generic checklist of what every brand is told it needs.
When we share the first email, you will not receive a flat file and have to imagine how it works. You will receive a working email you can experience in the same way your subscribers will.
How we fit in
This is a defined project with clear responsibilities, deliverables, timelines and measures of success from the start.
Ongoing Email & CRM Support
Give email the ownership, direction and capacity it has been missing.
This is for businesses that need email to move forward consistently, but do not currently have the time, leadership or full team required in-house.
We can lead the whole channel, take ownership of a defined workstream or work alongside your existing email, CRM or marketing team.
This can include:
Fractional email and CRM leadership
Ongoing campaign and lifecycle strategy
Campaign planning, copy and design
Automation planning and optimisation
List growth and data-capture work
Segmentation and personalisation
Reporting and testing
Briefing internal teams and contractors
Managing a defined workstream
Supporting launches and wider campaigns
Connecting email to paid, social, product and customer experience
You will leave with
Clearer direction, more consistent delivery and someone responsible for making sure the work continues moving. Email becomes part of the wider plans, rather than another channel finding out what is happening at the last minute.
How we fit in
Ongoing support shaped around the gap in your team.
That might mean providing strategic leadership, supporting an internal specialist, taking ownership of a particular workstream or leading both strategy and delivery.
A few ways we’ve been cc’d in
From rebuilding the foundations to becoming part of the ongoing team, here are a few examples of what that has looked like in practice.
Copy and design
Yes, we write and design the emails too.
Strategy is central to what we do, but it does not have to end with a document. We write subject lines, campaigns, automations and customer journeys that sound like your brand and give people a reason to act.
Our in-house design is created around your visual identity, customer and content.
Depending on how we work together, we can advise, write, design, build, brief, manage, report and optimise.

Not sure which type of support you need?
Where we get cc’d in depends on what your business needs next.
You might need a full view of what is working before deciding what happens next. You might know exactly what needs building, but not have the specialist time or capacity to get it live. Or you might need someone experienced to take ongoing ownership and keep the whole channel moving.
Tell us what is happening now, what feels missing and what you are trying to change. We will help you work out the most useful place to begin.





