CRM Marketing Strategy Course 2.0

In his career, Tom has been a CRM marketing team member, been a Head of CRM, consulted with 30+ Heads of CRM and progressed to leading the biggest retention and CRM team in Europe, including Heads of Retention Strategy, Customer Value Management, CRM Technology, Retention Analytics and Heads of CRM... 📈

So, in November 2023, we launched a CRM Marketing course on Udemy and within 3 weeks, over 1140 students had taken the course. The course received multiple 4 and 5 star reviews and was widely acclaimed, culminating in internal distribution rights for a CRM Marketing tech vendor. 

Tom was also the highest-rated CRM instructor on Udemy for a while, which was awesome ❤️

Testimonials for the CRM Marketing 1.0 course, which gathered over 1140 students in Q4 2023: 




Darren Kunar

"A straightforward yet powerful guide through the complexities of managing customer relationships. Its simplicity makes it incredibly easy to follow...The resources provided are user-friendly, adding practicality to the learning experience, making it a valuable asset for anyone seeking effective CRM strategies."



Tobey Bonney

"With 9 years of CRM experience, I wasn't sure how much I would gain from this course, however I have to really give Tom praise for what he has done here and would recommend to CRM professionals, whatever their level."



"I have worked in CRM for many years and this course has given me more information on the strategic framework in 1.5 hours than I've picked up in my previous roles."


Michael Lavoie

"Very relevant content presented in a clear and simple framework. The presenter's knowledge and experience are evident, but more importantly the content is presented in a logical format making it easier to apply. A nice balance of strategic guidance and actionable recommendations."


Patrick Zurcher

"This course is well structured and does an amazing job of breaking down CRM Marketing in an understandable way. Tom explains concepts and procedures (e. g. how to do proper research, testing, and analytics) more comprehensively than any other marketing course I've taken.."


Lawrence H. 

"An excellent course. A go-to for anyone looking to set up an effective CRM programme from scratch, or optimise existing communications to maximise ROI. Very clear and easy follow.."

CRM Marketing 1.0 learning outcomes were: 

  • To learn how to use CRM marketing to drive sales, increase engagement, improve loyalty and drive advocacy
  • To learn how some of the world's biggest brands approach CRM marketing, marketing automation, and leverage AI to deliver programs that maximise results through hyper-personalisation
  • Learn how to build a comprehensive, highly personalised customer lifecycle marketing program tailored to your business's specifics. This course provided specific examples for those working or interested in FMCG, Financial Services, Retail, Automotive, Gaming, and B2B. However, the principles in this course can be applied to any industry vertical, either B2B or B2C.
  • To learn how to execute highly personalised CRM marketing programs at scale, optimise, iterate and maximise performance in order to drive repeat sales, engagement, loyalty and advocacy.

So we are now planning to build a new CRM Marketing Strategy course.  - CRM Marketing 2.0. 


This course will still focus on CRM Marketing Strategy. 

But will be more specific. 

A masterclass covering; 

👉Easily executable tactics to drive retention and prevent churn, particularly in free trial, onboarding, in life and when customers cancel a recurring agreement.

👉A deep dive into AI for CRM Marketing, including tech developments and CRM-specific prompt engineering best practice. 

👉Where to focus limited resources to maximise retention success leveraging our Moments of Truth framework. 

👉As per the first CRM Marketing course, it will be 1.5 hours long with several 5-10 minute video lessons. 

👉If you did v 1.0, you will get even more value from 2.0!  

What You Need to Do


✍️ If this sounds good, click the button below to join the waiting list. 

❓In a few weeks, you will receive a short survey where you can contribute feedback on what you would specifically like to see in the course.

👍 All waiting list participants can pre-order at a 50% discount (list price = $99, pre-order price = $49).

👉All pre-orders come with a 100% refund guarantee if you are not satisfied for any reason. 

🎉 Once we reach 50 pre-orders, pre-ordering will close and one month later, the course will enter pre-launch, where pre-order customers get exclusive access.

🎉🎉Then full launch will happen one month later. 



Retention Mastermind Course


Leveraging the Retention Accelerator Operating System, the Retention Mastermind course will include 20+ hours of short form 10-20 minute video lessons, to be used as a reference to enable you to maximise your retention impact. The course will be available on subscription and includes access to monthly Q&A calls with the instructor. 

Cohort driven admissions, with the first admissions starting in Q1 2025.  


Try Our Free Newsletter

Retention Insights for Leaders, Founders and Directors. Transform your retention impact in just 5 minutes per week, with 'The Retention Blueprint' Newsletter. 

I consent to sharing my details for the purposes of Subscription & Retention Coaching Limited contacting me to inform me of retention best practice, tips, advice and promotions.