Loyalty & CRM strategy
Define loyalty propositions, customer journeys, CRM operating models, segmentation, lifecycle engagement and measurable customer value.
Senior product and technology thinking without vendor lock-in.
The advisory is designed for leaders who need clear direction before committing budget, choosing platforms, reshaping customer journeys or launching transformation work. The focus is practical: clarify the opportunity, reduce delivery risk and create a roadmap that can be executed.
Services
Where Szabo Advisory can help
AI-enabled personalization
Shape practical use cases for recommendations, next-best-action, customer insights, content personalization and analytics-led decisioning.
Platform & integration advisory
Assess architecture, data flows, POS and payments dependencies, vendor options, implementation risks and operating impacts.
Product discovery & roadmap
Turn ideas into clear propositions, MVP scope, business cases, prioritised roadmaps, delivery milestones and success metrics.
Delivery governance
Support complex programmes with decision structures, dependency mapping, stakeholder alignment and practical delivery controls.
Commercial readiness
Help refine positioning, service concepts, customer evidence, pitch materials and execution plans for new digital propositions.
Example use cases
Focused support for small and mid-sized organizations
Real estate & property services
Lead capture, client follow-up, referral journeys, CRM discipline and local digital growth.
Financial and advisory services
Customer onboarding, retention journeys, compliant service workflows and measurable relationship management.
Retail, hospitality & local services
Loyalty mechanics, repeat-purchase journeys, offers, customer data and practical digital operations.
Founder-led digital ventures
Product strategy, MVP scoping, platform choices, AI use cases and investor-ready execution narratives.
Approach
Clear, practical and evidence-led.
Engagements can start with a focused advisory review, a discovery workshop, or a structured roadmap exercise. Outputs are designed to be useful immediately: decision papers, capability maps, prioritised backlogs, vendor questions, implementation risks and measurable next steps.
- ClarifyDefine the customer, business and technology problem.
- AssessReview current journeys, data, platforms, vendors and constraints.
- ShapeDesign realistic options, roadmap, governance and success metrics.
- EnableSupport decisions, delivery alignment and stakeholder communication.
Contact
Discuss a customer platform, loyalty, CRM or AI opportunity.
For advisory enquiries, use the email below with a short description of the business challenge or opportunity.
Advisory services are provided independently. Szabo Advisory is not affiliated with, endorsed by, or acting on behalf of any current or former employer, client, technology vendor, platform provider, or commercial organization referenced in professional experience. Industry examples on this website are illustrative and do not imply an existing client relationship.