The Agentic CRM Playbook
How operators deliver one-to-one CRM without a failed tech project. The six stages, what good looks like at each, and where most teams get stuck.
Six things the playbook covers
- Why rules-based iGaming CRM has hit a ceiling, and why the Friday bonus is costing you margin
- How Netflix, Uber, Duolingo and DoorDash already run agentic CRM, and what operators can take from it
- The six-stage delivery playbook, with where each stage stalls
- Guardrails that build player protection into the agent, not around it
- The content maths nobody does, and how a small team fills the menu
- A 24-point readiness checklist to score your programme
3
agentic CRM projects delivered since February 2026
35
global brands through agencies and consultancies
27
years in retention and lifecycle
CRM, retention and VIP leaders at sportsbook and casino operators, and the executives who own NGR, active players and the bonus line.
Tom Burrell is the founder of Retention AI. Since February 2026 he has delivered three successful agentic CRM projects. He has 27 years in retention and lifecycle, including SVP at DAZN, and has worked with 35 global brands through agencies and consultancies.
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