The Lifecycle Marketing System
01 · THE AUDIT
I start with a comprehensive audit of your existing email program to understand what’s driving results, what’s underperforming, and where money is slipping through the cracks. I map how customers actually move through your brand and use real behavior, not guesses, so every decision supports repeat purchases and sustainable growth. You walk away with a clear lifecycle strategy that supports your broader growth plan.
What I’ll Do
Audit your existing flows, campaigns, list health, and performance to identify where revenue is being created today and where performance is being limited
Analyze the customer journey across key buying moments (first purchase, reorder cycles, seasonal stock-ups) to uncover missed opportunities to increase retention and lifetime value
Lead a founder alignment session and analyze customer reviews and feedback to refine messaging and voice so your emails sound like your best customers, not generic marketing
02 · THE BUILD
Next, I refine and strengthen your retention systems so email works consistently in the background without constant manual effort. This phase focuses on improving performance and structure—not rebuilding what already works—so your retention engine scales as the business grows. The goal is to turn one-time buyers into repeat customers and pantry staples into predictable recurring revenue.
What I’ll Do
Optimize your existing flows to improve timing, messaging, and structure so more first-time buyers come back and buy again
Identify and fix gaps in your lifecycle system where customers are falling through the cracks, increasing repeat purchases and lifetime value
Improve segmentation, automation logic, and key flow elements so emails feel timely and relevant, driving higher engagement and conversion rates
03 · THE PLAN
This is where strategy becomes a repeatable revenue engine. I build a structured campaign system so promotions are planned around your growth cycles and tied directly to business goals, not guesswork. The focus is on creating a predictable framework you can run again and again to drive reliable revenue.
What I’ll Do
Build a structured promotional calendar around launches, restocks, and key growth moments so campaigns are planned to support revenue targets, not sent on instinct
Create a repeatable campaign framework that turns successful promotions into systems you can forecast, measure, and scale over time
Plan and send campaigns that are fully written, reviewed, and approved by you, designed to improve opens, clicks, conversions, and revenue per send so performance compounds, not resets each month
04 · THE MOMENTUM
By the end of the initial build, you'll have a retention system running predictably in the background, with clear visibility into what's driving repeat purchases and revenue. From there, I keep it improving. I review performance, refine what's working, and build on the system month over month so it compounds instead of going stale.
What I’ll Do
Walk you through your core retention KPIs so you can confidently track what matters most to revenue, including repeat purchase rate, lifetime value, and revenue per send
Deliver a clear optimization roadmap so your team knows exactly what to prioritize next to keep improving results
Keep the system improving over time, testing, refining, and adapting it as your brand grows so email stays one of your strongest revenue channels.
The build is the foundation. From there, I stay on as your retention partner, running and growing the system with you over time.