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Email & CRM Strategy Workshops

A bespoke, hands-on, in-person workshop that gives you and your team the strategy, understanding and plan to take your email and CRM function to the next level in one or two focused days.

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You know email should be doing more, you're just not sure where to start

Most teams aren't failing at email. They've just inherited a setup, run out of ideas, or never had the time to step back and think strategically. 

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  • Open rates and clicks are down, and you don't know if it's content, deliverability, or something structural.

  • You're sending on a calendar because that's what's always been done - not because it's the right strategy.

  • You can feel the opportunities - in your flows, your data, your segmentation — but you don't know how to unlock them.

  • You don't have the in-house expertise to confidently say: this is what we need to do next, and this is why.

TRUSTED BY TEAMS AT

A workshop that builds the plan with you

The Email & CRM Strategy Workshop is a blended approach of strategy, planning, training and development - built entirely around your business, your audience, and your systems. You don't get a list of recommendations. You leave with a plan you understand, believe in, and can act on immediately.

01

Deep dive pre work

Before we meet, I get fully immersed in your business. I review your emails, health-check your setup, understand your data and systems, and identify risks, opportunities and structural issues. So when we're in the room together, we're building solutions - not diagnosing problems.

02

A full-day (or two-day) in-person workshop

We spend focused, uninterrupted time together — in person, or online if needed. The agenda is crafted around what will make the biggest impact for your team. We cover everything from data and segmentation strategy to intent-based email marketing, flow hierarchy, messaging frameworks, deliverability, re-engagement, and more. Or we go deep on the one thing that will move the needle most.

1 day for small teams · 2 days recommended for larger teams

03

Your strategy, delivered in full

Within 1–2 weeks after the workshop, you receive a comprehensive strategy document and action plan — everything from priorities and quick wins to a full roadmap covering data collection, automations, messaging frameworks, content, and performance measurement.

Delivered within 1–2 weeks post-workshop

04

Optional: ongoing support sessions

Three months of optional online sprint sessions to help your team embed the strategy, answer questions as they arise, and keep momentum going.

Add-on available

"Every organisation needs to go on an email improvement journey with Beth. She is the perfect combination of highly knowledgeable, fun to spend time with, and brimming with ideas and solutions."

Tim Watson

Director of Marketing & Comms, OHE
"I found the workshop incredibly engaging and informative, and loved Beth's personal approach. She allowed the team to openly think about new ideas whilst being comfortable to be honest about any barriers."

Katie

Digital Content Officer, Jerry Green Dog Rescue
"I was given this huge project and didn't know where to start. After the workshops, I could see the bigger picture and gained the confidence to approach it. The work done so far feels transformative."

Candyd Casidsid

Marketing & Communications Manager, OnePulse
"Working with Beth at Astral has been a transformative project for us as a business. She has guided us on Customer Journey Inisights, email strategy, content, design and planning, and helped to implement the new system, all whilst giving the team confidence and competency. I can’t recommend her highly enough."

Sarah Winnett

Head of Marketing, CIPP
"Six months after working with Beth, the impact has been genuinely transformative. Her audit didn’t just give us answers but it gave us a very important and clear roadmap for rebuilding email properly across the organisation. We’ve since restructured and created a central CRM and email team, something we’d talked about for years but never had the clarity or confidence to implement."

Head of marketing

What you will leave with

You'll leave the workshop knowing exactly what's helping and harming your performance and exactly what to do about it.

A clear, practical email and CRM strategy

Tailored to your audience, your systems, and your commercial objectives. Including your data, systems, intent and messaging strategy.

Defined priorities and quick wins

Things you can implement the week you get back. Not in six months.

A structured action plan and roadmap

Covering data collection, automations, flows, messaging, content, and performance tracking.

Messaging frameworks, segmentation and sending hierarchy

So your communications are structured, intentional, and effective at every stage.

A performance tracking and measurement plan
So you're always measuring what matters — and you know when something needs to change. (and it's not opens and clicks).
Training and upskilling for your team

I don't just tell you what to do — I walk through how it works, so you can own it confidently.

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Beth O'Malley, Email & CRM Consultant | Creator of astral

The person in the room with you knows email

I'm Beth, an independent email and CRM consultant with over 12 years of experience in the field and 4 years of running in-person workshops with marketing teams across every industry.

I've sat in rooms with one-person marketing teams and twenty-strong departments. I've worked with charities, B2B service businesses, SaaS companies, retailers, membership organisations, D2C and many, many more.

What I bring isn't a standard framework dropped on your business. It's immersion — in your data, your audience, your systems, and your goals, so that what we build together is specific, actionable, and yours.

People tell me they've never thought about email the way we approach it in the workshop.

That's exactly what I'm here for.

Things people ask before booking

Everything you need to know

"We don't have a big team - is this still right for us?"

Absolutely. Some of the most impactful workshops I run are with one or two people. We focus on what's achievable and high-impact for your situation — not a wishlist that overwhelms a small team.

"We're worried we'll leave with a huge to-do list and no time to action it."

That's the opposite of what we build. We prioritise together, identify quick wins you can implement immediately, and structure everything around what's realistic — not what's theoretically ideal.

"We already know our problems — we don't need an audit."

Good — the workshop isn't an audit. The pre-work handles diagnosis so we walk in ready to build. Knowing your challenges means we can move faster and go deeper on what matters most.

"We're not sure our team has the technical skills to keep this going."

Training and upskilling is built into the workshop. We walk through concepts and frameworks together — not just what to do, but how it works — so your team leaves confident, not dependent.

"Is this available online, or only in person?"

Both. In-person is recommended for the depth of collaboration it enables, but online workshops are available and run to the same standard. We'll discuss what works best for your team when you enquire.

"How much are is a workshop?"

A one day workshop starts from £1,800, and a two-day in-person workshop with 2x 90 minute online follow-up sessions starts from £2,500. 

Let's talk about your workshop

Fill in the form or schedule a time to talk (below) and I'll be in touch within 48 hours to discuss your goals, team, and whether a workshop is the right fit.

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