Customer Lifecycle, Retention & Automation

Depending on the business, this may include:

• New-customer trials

• First-purchase offers or campaigns

• Small-scale pilot programs

• Welcome flows

Depending on the business model, this may include:

• Loyalty or membership programs

• Points programs

• Customer benefits

• Repurchase reminders

• Replenishment reminders

• Renewal reminders

• B2B account check-ins

• Product training

• Account management

For equipment, engineering, B2B, and professional service clients, the focus is often on:

Maintenance, renewals, additional purchases, and referrals

Rather than applying a points-based loyalty program where it does not fit.

Programs can include:

• Referral rules

• Referral records

• Referral incentives

• Referral-source tracking

We can build:

• Email subscription forms

• Welcome emails

• Educational email sequences

• Campaign emails

• Repurchase emails

• Renewal emails

And segment communications by customer type.

Depending on the business, this may include:

• Mobile-optimized landing pages

• SMS campaigns

• Appointment reminders

• Service reminders

• Renewal reminders

Appropriate sending frequency and opt-out mechanisms should be configured.

For businesses with an app, projects may also include:

• App Store / Google Play listing optimization

• App-install campaigns

• Authorized push-notification campaigns

Automation should begin with one clearly defined workflow, rather than trying to automate

the entire business at once.

For example:

Customer submits an inquiry system records the source responsible team → →

member is notified follow-up task is created confirmation is sent when → →

applicable

Additional automation can then be added gradually, such as:

• Welcome emails

• Automated delivery of information or resources

• Internal lead alerts

• Follow-up reminders

• Repurchase reminders

• Renewal reminders