I will audit and optimize your Brevo setup

Audit your Brevo setup, identify technical issues, and improve your data structure, segmentation, automations, and integrations.

Cadence Digital

audit and optimize your Brevo setup

If your Brevo account has grown over time, contains multiple automations, lists, segments, integrations, or custom fields, it can become difficult to know whether everything is still structured correctly.

This service gives you a complete technical review of your Brevo setup so you can identify weaknesses, simplify your architecture, improve data quality, and build a cleaner foundation for future automation.

We analyze how your account is currently configured, highlight potential issues, and provide clear recommendations to make your setup more reliable, maintainable, and scalable.

About Cadence Digital

Cadence Digital is a CRM automation and integration agency specializing in Brevo, customer data, APIs, webhooks, segmentation, and automated workflows.

We have supported more than 90 businesses across Europe with CRM integrations, automation projects, contact synchronization, and technical audits.

Our approach combines technical analysis with a strong understanding of marketing operations, allowing us to identify both structural problems and practical improvements.

What is included

Depending on your existing setup, the audit can cover:

  • Review of your Brevo account structure
  • Analysis of contact attributes and custom fields
  • Review of lists and segmentation logic
  • Identification of duplicate or unnecessary data
  • Review of opt-in and consent management
  • Analysis of existing automations and workflow logic
  • Review of triggers, conditions, delays, and exit rules
  • Identification of overlapping or redundant workflows
  • Review of API and webhook integrations
  • Analysis of data synchronization with external systems
  • Review of web form integrations
  • Identification of missing or inconsistent data flows
  • Recommendations for improving naming conventions and account organization
  • Review of technical dependencies
  • Recommendations for making your setup more scalable
  • Prioritized action plan for improvements
  • Technical documentation of key findings

Who is this service for?

This service is ideal for businesses that already use Brevo but are not fully confident that their setup is structured correctly.

It is particularly suitable for:

  • Businesses that have been using Brevo for several months or years
  • Teams that inherited an existing Brevo account
  • Companies with multiple automations and integrations
  • Businesses experiencing synchronization or data quality issues
  • Marketing teams preparing to scale their automation strategy
  • Companies migrating data or processes into Brevo
  • Businesses using Brevo alongside HubSpot or another CRM
  • Teams that want a second expert opinion before launching new workflows

It is also useful before a larger integration or automation project, as the audit can identify technical issues that should be addressed first.

What you receive

At the end of the audit, you will receive a clear overview of your current Brevo setup and our recommendations.

We prioritize findings based on their impact and urgency, so you can distinguish between critical technical issues, useful improvements, and optional optimizations.

Where relevant, we can also recommend how to reorganize your contact data, simplify your segmentation, restructure automations, or improve the way external systems communicate with Brevo.

Why audit before adding more automation?

Adding new workflows to a poorly structured account can create unnecessary complexity and make future maintenance more difficult.

An audit helps ensure that your foundations are solid before you continue expanding your CRM and automation strategy.

By identifying problems early, you can reduce duplicate data, avoid conflicting automations, improve segmentation, and make future integrations easier to manage.

Our goal is not simply to identify problems, but to give you a practical roadmap for building a cleaner, more reliable, and more scalable Brevo environment.

About the freelancer

Cadence Digital

Emailing and CRM agency | Brevo experts

🇬🇧 UNITED KINGDOM

Cadence Digital is a specialist CRM automation and integration agency helping businesses turn disconnected tools, scattered customer data, and manual processes into reliable, automated systems. Founded in 2021, Cadence Digital started with a simple observation: many companies invest in powerful platforms such as Brevo, HubSpot, custom web applications, and booking systems, but still struggle to make them work together efficiently. Too often, teams rely on manual exports, incomplete customer records, poorly structured automations, or integrations that become difficult to maintain over time. Our mission is to solve that problem. Since our launch, we have supported more than 90 businesses across Europe, from growing e-commerce brands and SaaS companies to tourism operators, service businesses, and marketing teams. Our work typically sits at the intersection of CRM, email automation, customer data, APIs, and operational workflows. The agency was founded by professionals with backgrounds in digital marketing, CRM strategy, web development, and automation. Before creating Cadence Digital, our team worked on customer lifecycle projects involving email marketing platforms, payment systems, web forms, internal databases, and custom integrations. This combination of marketing understanding and technical expertise allows us to build solutions that are not only functional, but also practical for the teams who need to use them every day. Brevo is one of the core platforms we work with. We help companies structure their accounts correctly, connect external tools, synchronize customer information, build segmentation logic, and create automated workflows triggered by real customer actions. Our services include setting up Brevo automations and integrations using APIs and webhooks, connecting web forms to Brevo, synchronizing contacts and custom fields, creating email automation workflows, and auditing existing Brevo setups to identify technical issues and improvement opportunities. We can also advise on the wider architecture behind an automation project. This includes determining which data should be stored in Brevo, which information should come from a website, CRM, booking platform, or point-of-sale system, and how different tools should communicate with each other. For us, a good automation is not simply one that works today. It should also be understandable, testable, scalable, and easy to maintain. That is why our projects often include data mapping, trigger logic, segmentation, API or webhook configuration, testing, documentation, and handover. We take the time to understand the client's existing setup before recommending a technical solution. Cadence Digital works with both English- and Dutch-speaking clients and collaborates with businesses operating across multiple markets. Whether you need to connect a web form to Brevo, automate customer journeys after a purchase or booking, integrate an external platform, or review an existing setup, our goal remains the same: build a robust system that reduces manual work and makes better use of your customer data. At Cadence Digital, we believe automation should create clarity, not complexity.

View Cadence Digital's profile

How ordering works

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  2. Chat through our messaging from start to finish of the project.

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Total delivery time: 6 day(s)