Services
I provide CRM and email marketing expertise in two ways: as a fractional lead for teams without that specialism in-house, or as freelance support on a defined project.
Some clients have no in-house marketing function and need someone to own CRM and email. Others have a marketing team already, but not the specialist CRM and email skills, or the technical depth in the platforms themselves, to get full value from what they've already invested in. Either way, I bring 20 years of hands-on experience and a senior leadership background to get it right.
Many clients start with an audit, which reveals the quick wins and the longer-term priorities. From there, we agree whether ongoing fractional support or a scoped project is the better fit.
Photo by Hannah Veale
CRM Strategy & Implementation
What I do:
I help businesses audit, optimise, and implement CRM systems that actually get used. From mapping your sales processes to training your team, I'll ensure your CRM drives results and gives you clear visibility of what's working.
This includes:
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CRM audits and health checks
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Sales process mapping and optimisation
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Lifecycle stage and deal pipeline setup
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Workflow and automation development
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Data cleanup and migration
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Team training and adoption support
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Integration configuration
Who this is for:
Businesses struggling with low CRM adoption, unclear processes, messy data, or wanting to implement a new CRM properly from the start.
Platforms I work with:
HubSpot, Salesforce, ActiveCampaign and more.
Ready to discuss how I can help? Book a discovery call →
Email Marketing Strategy & Execution
What I do:
I help businesses move from ad-hoc batch emails to sophisticated, automated programmes that drive measurable engagement and revenue. Whether you need strategic direction or hands-on execution, I'll build email marketing that delivers results.
This includes:
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Email marketing audits
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Email strategy and content planning
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Campaign creation and execution
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Automated journey development
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Segmentation and personalisation
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A/B testing and optimisation
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Deliverability optimisation
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Performance reporting and analysis
Who this is for:
Businesses with low email engagement, sending ad-hoc emails with no strategy, or wanting to implement sophisticated segmentation and automation but lacking in-house expertise. I also work with marketing agencies who need specialist email marketing support for their clients.
Platforms I work with:
HubSpot, DotDigital, ActiveCampaign, Pardot, Mailchimp, Klaviyo and more.
Platform Setup, Migration & Optimisation
What I do:
I help businesses select, implement, migrate to, and optimise their CRM and email marketing platforms. Whether you're new to a platform like HubSpot or struggling to get value from your current setup, I'll ensure your technology investment delivers ROI.
This includes:
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Platform selection and evaluation
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New platform setup and configuration
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Data migration from legacy systems
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Platform optimisation and feature adoption
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Integration setup and troubleshooting
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Technical audits and health checks
Who this is for:
Businesses buying a new platform, migrating from another system, or underutilising features in their current platform.
Platforms I work with:
I'm a Partner for HubSpot, ActiveCampaign, and DotDigital but I also work with many other platforms.
Fractional CRM & Email Marketing Support
What I do:
I work as an embedded, part-time CRM and email marketing lead for businesses that don't have this specialism in-house. Typically 2–5 days a month, ongoing.
This includes:
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Campaign planning and execution
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Automation and workflow upkeep as the business changes
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Performance reporting and insight
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Ongoing optimisation and quick wins
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Direct access for ad hoc questions and fixes
Who this is for:
Businesses without a dedicated CRM or email specialist — whether there's no marketing team yet, or an existing team that needs this expertise on an ongoing basis.
Platforms I work with:
HubSpot, DotDigital, ActiveCampaign, Pardot, Mailchimp, Klaviyo and more.
How we work together
Discovery Call (Free)
15-minute conversation to understand your challenges and goals - book yours here →
Audit Phase (Optional)
Most clients start here - I'll assess your current setup and provide a roadmap of quick wins and strategic priorities.
Project or Retainer
Choose project-based work for specific deliverables, or ongoing fractional / retainer support (typically 2-5 days/month) for continuous optimisation.
Photo by Hannah Veale
Client Testimonials
Discover what my clients say about working with me
As new subscribers to Hubspot, we reached out to Libby to help us create the structure to import our existing data into the CRM. Not only was she able to quickly ascertain our business needs and the parameters of our data she also guided us through the creation of Sales Channels and Pipelines, and provided videos to ensure our entire team was able to work within the new systems.
Libby is very knowledgeable about databases, is friendly and approachable, and brings her tech insight into the project to create goal-based solutions. Highly recommended.
Michelle Dalton, The Rockfine Group