CRM and Lifecycle Marketing
CRM and lifecycle marketing from Adverto turns the customers you've already paid to acquire into repeat revenue. We map the lifecycle from signup to renewal, build the journeys that move people along it in your CRM, and measure them on retention and revenue per customer rather than open rates. A fixed-scope build, or an ongoing program.
Who it's for
- Subscription and SaaS businesses where churn is eating the growth from acquisition
- Teams with a CRM full of contacts and one newsletter a month
- B2B companies whose leads go cold between the form and the sales call
What's included
- Lifecycle map: the drop-off points and the moments worth a message
- Journeys built and tested: onboarding, activation, win-back, renewal and expansion
- Email, SMS, push and in-app, in the CRM you already use
- Segmentation and lead scoring, so each message reaches the people it's for
- Reporting on retention and lifetime value by cohort
How it runs
Map
Your data and the messages you send today. A lifecycle map with the gaps that cost the most.
Build
The highest-value journeys first, built and tested with the tracking to read them.
Run or hand over
We run and extend the program on retainer, or hand your team the journeys and a playbook.
Acquisition is the expensive half
Every customer you keep is one you don’t have to buy again. As paid media gets more expensive, a working onboarding journey is often the cheapest growth left in the business.
Start where the drop-off is
Most lifecycle programs start with a newsletter. We start with the biggest drop-off in your data, because one journey in the right place is worth more than ten in the wrong one.
Built to be read
Every journey ships with its tracking, and with a holdout group where the numbers allow, so you can see what it added.
CRM and Lifecycle Marketing: the usual questions
Which platforms do you work in?
HubSpot, Braze and Salesforce most often, with Zapier or n8n connecting them to the rest of your stack. If you're on something else, we'll work in it.
Is this for B2B or B2C?
Both. For B2C it's usually onboarding and win-back. For B2B it's lead nurture and the handoff to sales.
How is it measured?
Retention and lifetime value by cohort. Opens and clicks only tell you a message was read.
Paying to acquire customers you then lose?
Bring your churn or repeat-purchase numbers to the call. We'll show you where the first journey should go.