Take the Customer Relationship Management Health Check

Are you really deepening your audience relationships so they are better engaged and ready to become long term supporters?

And do you want to:

  • Achieve audience connection and engagement
  • Increase your income across the organisation
  • Choose the right CRM/Ticketing system
  • Be clear what your CRM goals are
  • Simplify your processes and have a clear customer journey
  • Avoid costly CRM (system) mistakes

If the answer is Yes to ALL or SOME of these, then you are on the road to developing a CRM (Customer Relationship Management) strategy and you/your organisation could benefit from answering the five simple questions in the CRM Health Check Quiz.


Because it’s a chance to review how you are doing, or if you haven’t got started to begin your journey.  You can get personalised feedback on next steps from me, that will help you to understand where you are now, be clear on what to do next and I’ll give you access to useful tools, services and expert 1:1 advice so that you are able to achieve your CRM goals.

How does it work?

It’s simple.  It takes just 5-10 minutes to complete the questions. Then submit your answers and I’ll be back in touch.