We help retain customers

Simplifying lifecycle marketing.

Our Expertise

From strategy to execution, we help businesses build smarter lifecycle marketing programs that drive engagement, conversion, and retention.

  • Email

  • Push Notifications

  • In-App Messages

  • SMS

  • Toasts

  • Modals

  • Direct Mail

  • Customer Research

Lifecycle & CRM Strategy

Great retention starts with a clear roadmap. We design full-funnel lifecycle strategies, mapping customer journeys, identifying automation opportunities, and defining success metrics that drive long-term engagement and revenue growth.

Campaign Execution & Optimization

Every message counts. We create high-performing email, push, and in-app campaigns—combining data-driven automation, compelling copy, and A/B testing to maximize engagement and conversions at every stage.

Personalization & Audience Targeting

Relevance is everything. We use Liquid Logic, AMP, and AI-driven segmentation to craft hyper-personalized experiences—delivering the right message to the right customer at the right time.

Marketing Automation Implementation

The right tools make all the difference. We partner with your technical teams to configure and optimize customer engagement platforms like Braze, Marketo, and Iterable, integrating them with analytics tools and automation workflows to ensure seamless execution at scale.

Marketing Technology Cost Optimization

More impact, less waste. We audit marketing automation and customer engagement platform contracts, eliminate redundant tools, and negotiate better terms—freeing up budget for high-value lifecycle initiatives that move the needle.

Segmentation & Audience Strategy

Precision drives performance. We develop sophisticated audience segmentation, predictive modeling, and suppression strategies to refine targeting, improve engagement, and prevent over-messaging.

Team Training & Enablement

Empowered teams create lasting success. We train marketing teams on best practices, build playbooks, and lead hands-on workshops, ensuring they have the skills to scale lifecycle marketing effectively.

Performance Analysis & Optimization

Data fuels better decisions. We build custom dashboards, analyze retention trends, and optimize lifecycle strategies using real-time insights—turning analytics into action.

Compliance & Best Practices

Stay compliant without sacrificing engagement. We ensure all lifecycle programs follow GDPR, CCPA, and CAN-SPAM regulations while optimizing subscription management, consent collection, and governance for sustained deliverability and trust.

Navigate the complexities of customer engagement with confidence.

We adapt to your needs

Every business has different CRM and lifecycle marketing objectives. Whether you need a quick strategy refresh, a deep system overhaul, or a full-time CRM leader, we offer flexible engagement models designed to fit your goals.

Advisory & Strategy Consulting

High-level guidance to refine your lifecycle approach.

Hands-On Execution

Implementation support for campaigns, automation, customer engagement platform migrations, and more.

Ongoing Optimization & Training

Continued performance monitoring, testing, and internal training.

Short-Term Engagements

Typical Duration: 4-8 weeks

Best for: Quick wins, audits, and high-impact optimizations—whether as a standalone project, part-time support, or the first step in a longer engagement

  • Full audit of your CRM and lifecycle marketing program

  • Identify key gaps in automation, segmentation, and messaging

  • A/B testing strategy & recommendations for quick performance lifts

  • Deliverability audit & best practice implementation

  • Customer engagement platform contract and marketing technology (MarTech) stack cost optimization

Mid-Term Partnerships

Typical Duration: 3-6 months

Best for: Hands-on execution, automation setup, and strategic revamps—ideal for companies needing part-time contract support or interim full-time leadership before making a permanent hire

  • Full customer journey mapping & segmentation strategy

  • Implementation of key automated workflows (onboarding, retention, win-back)

  • Customer engagement and customer data platform (CDP) setup and integrations (Braze, Marketo, Iterable, Salesforce, etc.)

  • Dynamic personalization & recommendation engine setup

  • Performance dashboards and reporting infrastructure

  • Cross-channel strategy for email, push, SMS, and in-app

Long-Term Leadership

Typical Duration: 6-12+ months

Best for: Ongoing CRM leadership, lifecycle evolution, and sustainable growth—whether through part-time contract support, full-time contract leadership, or a transition into a full-time employee

  • Full-scale lifecycle marketing strategy & execution

  • Ongoing optimization of automated campaigns & customer journeys

  • Advanced personalization & predictive modeling

  • Regular performance analysis, reporting, and iteration

  • Cross-functional collaboration with Product, Sales, and Engineering

  • Training & enablement for internal teams to ensure long-term success

Let’s build a smarter lifecycle strategy together.

We’ll assess your CRM programs and find the best approach to support your goals. Book a call to get started.

*All service scopes and timelines are estimates and may vary based on your team’s structure, existing documentation, infrastructure, and operational readiness.

“Passionate and results-driven”

Jaime has a deep understanding of Braze and helped deploy sophisticated segmentation and personalization.

— Nader T., Braze

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