Our Services

We help businesses engage, retain, and grow their customer base efficiently and effectively, offering flexible consulting models tailored to your needs—whether it's a quick-win project or a long-term strategic partnership.

Great retention starts with a clear roadmap.

Lifecycle Marketing & CRM Strategy

  • Design full-funnel lifecycle strategies for onboarding, retention, and reactivation

  • Map customer journeys and identify key automation opportunities

  • Define key success metrics like LTV, engagement, and conversion rates

  • Audit existing programs and recommend optimizations

Consistency drives impact.

Multi-Channel Engagement

  • Align messaging across email, push notifications, in-app messages, SMS, toasts, modals, and direct mail

  • Ensure a seamless experience across every customer touchpoint

  • Optimize automation, timing, and content for maximum engagement

  • Meet customers where they are with relevant, data-driven messaging

Every message counts.

Campaign Development & Execution

  • Plan, write, and build campaigns that engage, convert, and retain

  • Develop automated journeys for onboarding and engagement

  • Optimize transactional emails for branding, clarity, and conversion

  • Ensure responsive, accessible HTML/CSS for flawless rendering across devices and inboxes

  • Implement A/B testing for subject lines, content, and design

Relevance is everything.

Personalization & Targeting

  • Build dynamic content that adapts to user behavior and preferences

  • Implement advanced personalization with Liquid and conditional logic

  • Leverage AI-driven segmentation for tailored messaging

  • Optimize localization and geo-targeted campaigns

The right tools make all the difference.

Marketing Automation & Customer Engagement Platform Setup

  • Configure and optimize customer engagement platforms like Braze, Marketo, and Iterable

  • Set up automated workflows for email, push, and SMS campaigns

  • Integrate customer engagement platforms with analytics tools like Looker, Amplitude, and Segment

  • Ensure deliverability best practices (SPF, DKIM, DMARC)

Precision drives performance.

Segmentation & Audience Strategy

  • Develop real-time audience segmentation based on behavior and engagement

  • Implement predictive modeling to trigger highly relevant messages

  • Build suppression strategies to avoid over-messaging and optimize deliverability

  • Create lead scoring models to improve conversions

  • Use quantitative and qualitative insights to optimize strategy

Data fuels better decisions.

Performance Analysis & Optimization

  • Build and maintain dashboards in Looker, Amplitude, and Braze

  • Analyze retention trends to refine lifecycle strategy

  • Monitor and optimize sender reputation and email deliverability

  • Run A/B and multivariate testing to drive continuous improvement

More impact, less waste.

Marketing Technology Cost Optimization

  • Audit marketing technology (MarTech) and customer engagement platform contracts for cost savings opportunities

  • Identify and eliminate redundant or underutilized features

  • Negotiate better terms with vendors to support scalability

  • Reallocate resources to high-impact lifecycle initiatives

Empowered teams create lasting success.

Training & Enablement

  • Train marketing teams on lifecycle best practices and automation tools

  • Develop internal playbooks for campaign execution and optimization

  • Lead hands-on workshops for customer engagement platform implementation and strategy

  • Mentor teams on data-driven decision-making and personalization

  • Foster cross-functional collaboration for seamless execution across marketing, product, engineering, and analytics

Stay compliant without sacrificing engagement.

Compliance & Best Practices

  • Ensure GDPR, CCPA, and CAN-SPAM compliance for all lifecycle communications

  • Implement preference centers and subscription management frameworks

  • Develop governance for promotional vs. transactional messaging

  • Optimize consent collection for improved deliverability and engagement

Stop second-guessing your campaigns and start seeing real impact.

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 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.

Have questions?

Send us a message and we’ll be in touch soon.