Leverage Audit
A fast diagnostic to pinpoint the highest-leverage fixes across customer identity, lifecycle automation, and measurement — with a clear 30/60/90 plan.
Who it’s for
Built for omnichannel B2C retail teams.
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 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.
Identity + data foundation
How customers are recognized, captured, and deduped across web, email, POS, and paid.
Lifecycle + automation coverage
Trigger coverage, segmentation, frequency strategy, deliverability signals, and what’s missing.
Measurement + attribution trust
Event definitions, conversion logic, reporting gaps, and what decisions the data can actually support.
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, you’ll know the right path.
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.
Frequently Asked Questions (FAQ)
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Light lift. Usually one kickoff + one working session, plus targeted questions as we review your current setup.
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Ideally, yes—read-only access to key tools and reporting. If not possible, we can work from exports and documentation.
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It’s designed for omnichannel B2C retail. If you’re a different B2C model with similar complexity, we can still assess fit quickly.
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Fixed-fee. Shared after a short fit check on the Audit call.
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Yes.
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 create measurable lift?
Book a short call to confirm fit and choose the best starting point.
Prefer email? hello@reliqstrategy.com