Leverage Audit

A focused 1–2 week diagnostic to pinpoint the highest-leverage improvements across customer acquisition, customer identity, lifecycle activation, and measurement, with a practical 30/60/90 plan.

Book a 20-Minute Fit Call

View All Services

A wooden desk with an open binder, a sheet of paper with handwritten notes, a pen, a cup of coffee, a small potted plant, a closed laptop, and a spiral notebook.

Who it’s for

Built for retail and omnichannel teams facing active customer acquisition, identity, lifecycle, or measurement challenges.

  • CMOs / VPs of Marketing

  • CRM / Lifecycle leaders

  • Marketing Ops / MarTech leaders

  • Analytics / Growth leaders

Common symptoms

If any of this sounds familiar, start here.

“We’re investing in customer acquisition, but we can’t clearly tell what’s working.”

“Identity is fragmented across channels.”

“Email is slipping—opt-outs up, engagement down.”

“Personalization is stuck in theory.”

“Attribution is debated, not trusted.”

“We’re busy, but outcomes don’t compound.”

What we assess

Four areas. One clear diagnosis.

  1. Customer identity + data foundation

    How customers are recognized, captured, and deduped across web, email, POS, and paid.

  2. Lifecycle activation + automation coverage

    Trigger coverage, segmentation, frequency strategy, deliverability signals, and what’s missing.

  3. Measurement + attribution confidence

    Event definitions, conversion logic, reporting gaps, and what decisions the data can actually support.

  4. Operating system

    Process, governance, QA, ownership, vendor dependencies—where execution slows down.

What you get

You leave with clarity—and a plan.

  • Leverage Scorecard (1-page): current state across the four areas

  • Opportunity Map: prioritized levers (impact vs effort)

  • 30/60/90 roadmap: what to do next, in what order

  • Executive readout: decision-ready summary for leadership

How it works

Simple. Fast. Focused.

Week 1

  • Kickoff + goals

  • Access review (what you already have)

  • Rapid audit (docs, dashboards, flows, data model)

Week 2

  • Working session (findings + priorities)

  • Roadmap finalization

  • Executive readout + next-step recommendation

What happens next

After the Audit, the right next step may be an internal fix, a focused sprint, a lifecycle build, advisory support, or no further Reliq engagement.

  • If identity + attribution is the bottleneck: Identity + Attribution Sprint (4–6 weeks)

  • If lifecycle activation is the bottleneck: Lifecycle Activation System (8–12 weeks)

  • If you just need senior guidance: Advisory Retainer

  • If it’s not a fit: I’ll tell you.

  • You’ll know what to address, in what order, and why.

Frequently Asked Questions (FAQ)

  • Light lift. Usually one kickoff + one working session, plus targeted questions as we review your current setup.

  • Ideally, yes—read-only access to key tools and reporting. If not possible, we can work from exports and documentation.

  • It’s designed for omnichannel B2C retail. If you’re a different B2C model with similar complexity, we can still assess fit quickly.

  • Fixed-fee. Shared after a short fit check on the Audit call.

  • Yes.

  • The free Quick Check reviews one public customer acquisition path and returns three practical observations. The Leverage Audit is a paid 1–2 week diagnostic using internal inputs, working sessions, and a prioritized 30/60/90 roadmap.

Platform Experience

20+ Platforms evaluated, implemented or scaled

Select tools across CDP, ESP, analytics, and data infrastructure

Bloomreach/Exponea

Acquia CDP

Oracle Responsys

Snowflake

Epsilon PeopleCloud

Treasure Data

MailChimp

Listrak

Salesforce Marketing Cloud

Zeta Global

What leaders say

A few notes from people I’ve worked with.

“Deneke is a hardworking, top-performing professional with strong e-commerce expertise, clear communication, and a consistently professional demeanor. He’s reliable, dedicated, and upbeat, manages high-volume workloads, and adapts quickly to last-minute changes. I highly recommend him and would welcome the chance to work with him again.”

— Annie Yeh, CEO, EMEG Inc (LinkedIn)

“Deneke is an exceptional marketing leader. At TigerDirect, he built an ‘A’ team focused on maximizing customer lifetime value and using data to deliver relevant communications across channels. Over our work together, nearly all KPIs increased—driven by hard work, best practices, and a willingness to test and challenge assumptions.”

— Howie Konopko, EVP / Managing Director, Publicis CRMOne (LinkedIn)

Ready to Find the Highest-Leverage Improvements?

Book a short call to confirm fit and choose the best starting point.

Book a 20-Minute Fit Call

Prefer email? hello@reliqstrategy.com