Service organizations starting CRM marketing for the first time
What to prepare and in what order, from sorting out the terminology to defining the first campaign, is set down as a single execution plan.
CRM Strategy Consulting
A consulting service that assesses customer data and campaign status to fix the KPIs and the order of execution.
- Customer Engagement
- Strategy & design
- Build & onboarding
- Managed operations
01Overview
Service overview
CRM Strategy Consulting assesses your customer data and campaign status to fix the KPIs, the key campaigns, and the order of adoption. CRM marketing usually stalls not at the solution contract but at the question of what to send. The metrics and the data are checked first, and what gets handed over is narrowed to one or two revenue-linked key campaigns.
02Who it fits
Where it fits
Marketing teams sending push without being able to measure results
Metrics counted by send volume are rebuilt around conversion, and the events measurement requires are written down item by item.
Organizations that need supporting material before an internal approval
Total cost, the expansion path, and what happens in the first quarter are left behind as a document that goes straight into the approval request.
03What we deliver
Scope of delivery
01
CRM status assessment
The current state of channels, campaign history, customer data structure, and measurement is examined. Where the gaps sit shows up in a document, so the investment order is set from data.
02
KPI and key-campaign design
Business goals are translated into conversion and retention metrics, and the one or two highest-impact journeys become the key campaigns. With the first campaign clearly scoped, the build schedule holds.
03
Adoption roadmap
Which campaign goes live when is set quarter by quarter, and the cost change that comes with MAU growth is written in beside it. The first-quarter scope and the path after it are settled before the contract, so internal approval moves faster.
How the service works
From customer data to campaigns ready to build
Review data and measurement, then define key campaigns and an implementation sequence around business goals.
Review data and existing campaigns
Design KPIs and key campaigns
Set an implementation roadmap
04Why this way
Points of difference
Each point lists the deliverable that backs it.
Planning inside what the tool actually does
A strategy document gets abandoned at execution mostly because the plan and the tool's real behaviour do not line up. As OneSignal's official partner in Korea, IXC checks segments, events, and channel conditions against what can actually be built, then fixes the KPIs and the key campaigns. Nothing has to be re-planned once the build starts.
Backed by
- CRM status assessment report
- Campaign design and data definition
Client work · Cooperative
Cooperative, company C — member management
Member records sat at the centre, and product, stock, and supplier management were built on the same data.
Learn moreThe consulting does not end at a document
A roadmap stops where it is if there is nobody to execute it. IXC keeps software development, QA, and cloud operations in-house, so building a finished key campaign and then running it both stay inside the same company. Where you decide to execute it yourselves, the design document and the data definition become the takeover pack.
Backed by
- Working campaigns and integration records
- Performance report and expansion backlog
05How to start
From first call to kickoff
Every stage ends with an agreed scope and a deliverable in your hands.
Step 01
Assess the baseline
We gather campaign history, customer data structure, and channel status, and turn them into a baseline within two weeks of kickoff.
DeliverableCRM status assessment report
Step 02
Design the scenario
We fix one or two key campaigns against the KPIs and settle the data items they require at the design stage.
DeliverableCampaign design and data definition
Step 03
Build and verify
We build the channel integrations, segments, and journeys, then confirm missends and omissions through test sends.
DeliverableWorking campaigns and integration records
Step 04
Hand over and expand
We review results with you for four weeks after handover and agree the next quarter campaigns in priority order.
DeliverablePerformance report and expansion backlog
06Contract options
Ways to work together
- Remote delivery
- Fixed price
07Service levels
Service levels
2weeks
Baseline diagnosis after kickoff
1–2campaigns
Key campaigns set against the KPI
4weeks
Results reviewed after handover
08Example engagements
Client work and example engagements
Work we took on, plus example engagements where we have no case yet.
All client workA team with send counts but no idea what drove subscription conversion
Assume send counts are all that remain, and nobody can answer what contributed to subscription conversion.
Example approachReset the KPIs around subscription conversion and write the events measurement requires into the data definition.
Intended directionEvery campaign is compared on the same conversion basis, and the next investment order follows from it.
Cooperative, company C — member management
Members, suppliers, products, and stock all had to run inside one system.
What we doMember records sat at the centre, and product, stock, and supplier management were built on the same data.
What it leavesWhat goes out to members, and the operations behind it, come from one record.
Ongoing
So that the same information is not corrected in several files: building a cooperative business system
So that the same information is not corrected in several files. Members, products and inventory, HR, and business operations were connected in one system built on shared data.
09FAQ
Frequently asked questions
CRM Strategy Consulting delivers four things — the status assessment report, the KPI and key-campaign design, the data definition, and the adoption roadmap. The baseline is shared within two weeks of kickoff, and the design deliverables follow as each one is settled.
Under the OneSignal announcement, existing accounts need a paid plan for mobile push and in-app messages from October 1, 2026 once they exceed 1,000 MAU. Web push and email stay free, and IXC reviews the transition quote and plan selection with you.
OneSignal is a customer engagement platform used, by its own published figures, by one in four global app publishers. IXC supports adoption and operations in Korea for commerce, media, and gaming.
It splits into the OneSignal licence and the IXC service fee. The licence is usage-based on MAU, and the service fee is quoted per project or as a monthly subscription depending on scope. Send us an inquiry and we will follow up with a detailed quote.
We begin with campaign history, customer-data structure, and channel status. A baseline is prepared within two weeks of kickoff, then one or two key campaigns aligned with KPIs and their required data collection are finalized during design.
We review performance together for four weeks after handover. Results inform the performance report and priorities for campaigns to expand in the following quarter, recorded in an expansion backlog for the internal team.
We share the findings from the first stage, then agree scope and schedule on that basis before delivery. A finished request for proposal is not required: the current environment and the outcome you want are enough to start.
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12Related resources
Resources for this service
Guides and checklists you can use during review and kickoff.
See all resources
Guides
2026.09.04
Moving OneSignal from free to a paid plan
What to work through when a free OneSignal account reaches the paid boundary — plans, billing axes, data cleanup, and the stay-or-move call.
Brochures
2026.09.04
CRM services overview — built on OneSignal
How six services run in sequence on a single tool, from diagnosis and design through build and managed operations.
Guides
2026.09.10
CRM campaign measurement and experiment workbook
Define target behavior, comparison groups, observation windows and missing data to turn campaign results into the next action.
Contact
Contact us
Tell us your current environment and target outcome, and our team will review it and reply.
Direct line
Phone lines are open weekdays 09:00–18:00
ServiceCRM Strategy Consulting
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