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Lifecycle Automation

Campaigns that watch for a signal, then send themselves.

A cart sits abandoned, a trial nears expiry, a customer goes quiet — real behavior triggers the segment, the sequence and the send, without anyone remembering to schedule a campaign.

Lifecycle Flow

RUNNING

Behavior Trigger

Cart abandoned

Segment

High-intent

Sequence

3-step flow

Send

Email + SMS

Convert

Order placed

No campaign to schedule — the behavior fires the trigger, and the rest runs on its own.

Active Sequences

LIVE

Welcome Series

4 steps · Email

RUNNING

Cart Abandonment

3 steps · Email + SMS

RUNNING

Win-back

2 steps · Email

QUEUED

Always on

Three sequences, always watching, never stale.

Each sequence runs independently once its trigger fires — a welcome series for new sign-ups, a recovery flow for abandoned carts, a win-back window for customers who've gone quiet. Nobody has to remember to send anything; the behavior does it for them.

Coverage

The behaviors we build triggers around.

Every sequence starts with a real signal from your store, site or CRM — not a fixed send date on a calendar.

Cart Abandoned
New Sign-up
Trial Expiring
Opened, No Click
Gone Quiet 30+ Days
Repeat Purchase

What's included

Lifecycle email & SMS

Behavioral triggers

Segmentation & personalization

Frequently asked questions

What platforms do you actually build these automations on?

It depends on what you're already running. For ecommerce that's usually Klaviyo or a similar email/SMS platform connected straight to your store; for B2B it's often HubSpot or ActiveCampaign layered on top of your CRM. We build within the platform you have (or help you pick one) rather than pushing a single tool regardless of fit — the automation logic matters more than the interface it runs in.

How is this different from the CRM automation you offer?

CRM automation is about what happens to a lead once they're in your pipeline — scoring, routing, rep assignment. Marketing automation is customer-facing: email and SMS sequences triggered by behavior, often before a lead or deal record even exists. The two frequently share a trigger (a form fill can start both a sales follow-up and a nurture sequence), but they solve different halves of the same handoff.

How many sequences does a typical setup include?

Most first builds start with three to five core sequences — usually welcome, cart or lead abandonment, and a win-back window — mapped to whichever behaviors happen most often in your data. We'd rather get those tuned and actually converting before adding more, instead of launching ten sequences at once that nobody has time to watch.

Let's build the system

Ready to see what your business looks like fully connected?

A 30-minute call to map your current systems and where automation would actually move the needle.