Lifecycle & CRM
Recover, nurture, and expand revenue with timely messaging, clean data, and clear next actions across the entire customer lifecycle.
Primary KPI: Pipeline created from nurture and recovery. Revenue per recipient.
Scope: Segmentation, routing, SLA timers, email and SMS automations.
Method: Triggered flows tied to real states. Short, plain, outcome-driven messages.
Proof: Recovery report on aged leads and stalled opportunities.
Lifecycle & CRM captures the value you already paid to acquire. The objective is to raise conversion from first touch to revenue, shorten cycle time, and expand lifetime value through orderly follow-up, segmentation, and triggered programs. We do not blast lists. We design flows that map to real decision states and observed behaviors, then we measure revenue per recipient and revenue per send.
The diagnostic reconciles reality. We inventory CRM objects, lifecycle stages, properties, lead sources, assignment rules, and current automations. We review deliverability, list hygiene, complaint rates, and link behavior. We trace how a new lead is handled in the first 72 hours. We search for black holes where leads wait for human action. We quantify recovery potential from aged leads and stalled opportunities.
The build sequence is staged. Stage one is hygiene and routing. We enforce required fields, standardize source and campaign, fix assignment automation, and implement service-level timers. Stage two is recovery. We deploy short, plain, high-intent follow-ups to revive aged leads and open opportunities. Stage three is nurture. Educational sequences that match the offer ladder and move prospects toward a diagnostic or a purchase. Stage four is expansion. Onboarding, usage triggers, cross-sell, and win-back programs that respect customer value and timing.
Every flow has a clear purpose and a hard stop. No endless drips. We state the goal, the primary KPI, the trigger, the message logic, the fallbacks, and the suppression rules. We ship minimal viable flows first, then add sophistication only when the marginal return warrants the complexity. We monitor reply rates, booking rates, pipeline created, revenue attributed, and churn effects. Messaging remains spare and concrete. People respond to relevance and clarity, not theatrics.
The stack is pragmatic. CRM for truth, marketing automation for triggers, attribution for revenue link-back, and BI for roll-up. We integrate with the paid and web systems through shared definitions. Qualified demand means the same thing across all layers. The weekly view includes recovery volume, revenue from revived leads, conversion lift from nurture, and expansion revenue. The outcome is simple. Higher revenue from the same attention and less leakage at every handoff.