Five core capability areas, each powered by AI and built to produce measurable business outcomes. Available as monthly retainers or as a standalone Lifecycle Audit Sprint.
Map the full customer lifecycle from first touch to advocacy. AI-assisted personas, gap analysis, segment design, and a prioritized 90-day roadmap. Works for both B2B and B2C clients.
Make your existing tools work at full capacity. Most SMBs use 15–20% of HubSpot, Klaviyo, or Cordial. Trigger-based workflows, lead scoring, nurture sequences, CRM sync.
Brand-voice AI workflows from brief to copy to QA. Dynamic content based on behavior and segment. Subject line optimization and personalization at scale.
Full-funnel dashboards connecting email, CRM, and ad spend. AI-generated insight narratives. Cohort analysis, LTV tracking, churn prediction. Delivered in Tableau or Looker.
Coordinate email, SMS, and paid retargeting into coherent customer journeys. One unified lifecycle experience. Suppression logic, fatigue management, cross-channel attribution.
Evaluate, recommend, and implement customer data platforms. How should your data model support lifecycle marketing? High-value advisory few SMB consultants can credibly offer.
All engagements begin with a free 2-hour Lifecycle Audit · 3-month minimum · Cancel anytime after
Two hours, no cost. I'll review your current stack and tell you exactly which tier makes sense — and what results you can realistically expect.
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