The opportunity
Help prospects and customers move from interest to implementation, with timely support along the way.
PlusThis / Lifecycle automation
Lifecycle automation built around the customer journey.
From first interest to ongoing adoption, I built connected journeys that helped people take the next useful step.
My role
Strategy, journey design, email copy, CRM setup, automation, reporting, and coordination with product and support.
Journeys for every stage of the lifecycle.
I built connected experiences for lead generation, trial conversion, webinar funnels, onboarding, retention, and ongoing customer education.
From first interest to ongoing value
- 1
Lead generation
- 2
Free trial
- 3
Onboarding
- 4
Product activation
- 5
Retention
A lifecycle overview, with follow-up tailored to progress at each stage.
Different behavior. Different follow-up.
I personalized journeys around the actions contacts took, so follow-up reflected their engagement, setup progress, and next step.
Free trials
Tool ideas for users who had not implemented a tool. Reminders when an onboarding call had not been scheduled.
Webinars
Recordings, offers, and resources for attendees. A limited-time replay for those who missed the session.
Events & other journeys
The same behavior-based approach guided event and other lifecycle journeys.
Platforms I’ve worked with
Lifecycle expertise. Across platforms.
Hands-on experience building marketing automation and customer journeys with these tools.
Keap / Thryv
HubSpot
HighLevel
ActiveCampaign
Drip
Examples of the Lifecycle Process.
A look at the journey planning, reminder sequences, and attendance-based follow-up behind the customer experience.
