An invitation for readers who want CRM to drive impact

Happy New Year!

You previously clicked through to learn more about my CRM Marketing 2.0 course.

I don’t often promote it, but at the start of the year, I’m opening access briefly to a small group of newsletter readers who’ve shown interest before, including you.

This isn’t a tactical CRM course.

It’s the system I use to help teams move CRM from “send more messages” to a discipline that:

• drives measurable commercial impact

• shapes customer experience at key moments

• and earns credibility with senior stakeholders

The course can be watched in one sitting (just over 2.5 hours) or you can dive in and out at your own pace. There are 11 modules and most are about 10-20 minutes.

What it covers (at a high level)

• How CRM creates value beyond direct conversion

• Measuring CRM’s real commercial impact

• Identifying and optimising moments of truth

• Audience strategy and lifecycle design

• Onboarding, habit formation, and customer love

• Applying behavioural science to drive action

• Designing CRM UX that customers actually respond to

• Using AI responsibly to scale CRM output

It’s practical, opinionated, and grounded in real-world examples and case studies.

What others have said

“This course gave me more strategic clarity on CRM than I’ve picked up in years of roles.”

“This content is rich with relatable examples and proven frameworks that can translate across functions and verticals.”

For this group only, the course is available for $99 until Sunday (usually $149).

Coupon code: NEWYEAR

Access link: CHECKOUT

After midnight Sunday, the 4th, it closes again.

Pro tip: Many people get this covered by their company. If you need an invoice, just reply or email me at tom@retention.coach.

Until next time,

Tom