Lifecycle that actually lifts LTV.
HubSpot, Klaviyo, Salesforce, Customer.io — wired into your product, your store, your ads. Agents draft flows, write copy, and monitor performance. Seniors set the strategy and approve every sequence that ships.
CRM + lifecycle, wired to behavior.
Not broadcast emails. Real lifecycle automation — triggered by product events, enriched with first-party data, optimized against LTV instead of open rates.
Email marketing automation
Welcome, nurture, cart, win-back, re-engagement, VIP. Flows designed against your actual funnel, not a template pack.
Marketing automation
Lead scoring, behavior-triggered flows, segmentation refresh, list hygiene — continuously, not once a quarter.
CRM implementation
HubSpot, Salesforce, Pipedrive setup with your sales process mapped in. Pipeline stages, automations, reporting.
Sales enablement
Templates, sequences, playbooks, meeting insights. Agent-drafted proposals based on your tone.
Lead nurturing
MQL → SQL progression flows with content-gated milestones, scoring, and handoff automation.
Customer retention
Churn-risk models, win-back campaigns, expansion nudges. LTV is the KPI, not list size.
How the crm & automation agent works.
Every flow runs in a tight loop — send, observe, tune. Agents analyze performance continuously; seniors review direction monthly.
Flow + cohort performance
Every triggered send is measured for open, click, conversion, revenue contribution, and churn signal. Rolled up by cohort and flow weekly.
Agent drafts experiments
Subject-line variants, copy angles, send-time shifts, segment splits. Agents propose; seniors pick what to actually run.
Draft + senior review
Agent drafts the email copy in your brand voice; a senior lifecycle strategist reviews and edits before anything hits a subscriber.
Ship A/B test
Approved variant goes live with statistically-valid sample sizes. Winners promoted, losers documented.
What you can order
from this engine.
Each deliverable has a scoped unit cost. Mix across services within your monthly allocation, or add 5-unit top-up blocks anytime.
| Deliverable | Type | Units |
|---|---|---|
| CRM audit & strategyCurrent-state map + lifecycle opportunities | Research | 10= €1,000 |
| HubSpot / Salesforce setupPipeline, properties, automations, reports | Setup | 25= €2,500 |
| Klaviyo / Customer.io setupAccount config, integrations, segmentation | Setup | 15= €1,500 |
| Lifecycle flow — single journeyWelcome / cart / post-purchase / win-back · each | Setup | 8= €800 |
| Email design systemReusable modules, brand-matched, responsive | Setup | 12= €1,200 |
| Monthly lifecycle planWeekly sends + flow tuning + copy drafts | Agentic | 12= €1,200 |
| Lead scoring modelMQL criteria, SQL handoff, monthly recalibration | Agentic | 8= €800 |
| Deliverability auditDMARC, SPF, DKIM, domain reputation, list hygiene | Research | 6= €600 |
| Strategy sync — 45 min + written next stepsMonthly lifecycle review | Consulting | 3= €300 |
Projects: Builds that exceed a monthly plan — websites, Shopify stores, headless commerce, analytics stacks, CRM implementations, AI agents — are priced as a fixed unit bundle, quoted up front, and either paid as a one-off project or spread across monthly plans.
Unit estimates are tentative; final scope is set during your first sync. Because agents do the production work, a unit delivers typically 2–5× the output of an hourly agency for the same spend.
Share of total revenue attributed to lifecycle email across ecom clients after 90 days.
Average time to ship a new triggered flow — brief through launch including senior review.
Measured across managed sending domains. Domain authentication + list hygiene maintained weekly.
A/B tested across subject lines, preview text, body, CTA. Winners feed the pattern library.
Three shapes where lifecycle changes the math.
Not every business has the volume or cycle to justify lifecycle investment. These shapes do.
DTC brands with repeat purchase
Email drives 20–30% of revenue for mature DTC brands. We build the flows, tune the sequences, and feed the paid retargeting engine.
- €500k+ revenue
- Repeat purchase pattern
- Klaviyo live but basic
Product-led SaaS with trials
Trial-to-paid, activation, expansion, retention. Lifecycle triggered by product events, not marketing cadence.
- Free trial / freemium
- Activation gap
- PLG motion
High-consideration B2B
Long sales cycles need content-gated nurture. We design the content ladder and the scoring model; sales closes warmer leads.
- ACV > €10k
- Content already exists
- Sales-led close
CRM & Automation runs as a project, then a monthly plan.
Typical crm & automation engagement: CRM setup (25) + 4 lifecycle flows at 8 units each (32) = a 57-unit setup project, then the monthly lifecycle plan at 12 units/mo. The 57-unit setup is quoted as a fixed project. The ongoing 12 units/month fit inside a Foundation plan (20 units).
CRM & Automation, specifically.
The questions we hear most often about this engine. Don't see yours? Ask us.
Do you build on our existing platform or migrate us?
Build on what you have, 90% of the time. Platform migrations are expensive and risky; the tool rarely matters as much as how it's configured. We'll migrate only when the current tool is genuinely incompatible with your roadmap.
How do agents write email copy without it sounding off?
Brand-voice rules documented upfront — tone, vocabulary, sentence length, what to avoid. Agents draft inside those rules. A senior editor reviews every single email before it sends. Agents don't press send.
What about deliverability — we've been burned before?
Deliverability is the infrastructure, not a hope. We audit DMARC/SPF/DKIM on day one, monitor sender reputation weekly, and enforce list-hygiene rules (re-engagement before suppression). Inbox placement is tracked separately from open rates.
Can you integrate with our ecommerce store / product?
Shopify, WooCommerce, BigCommerce, Stripe — all standard. Custom product events via webhooks or Segment. If your product publishes events, agents can trigger flows on them.
How do you avoid sending too much email?
Frequency caps at the subscriber level, not the flow level. Cross-flow suppression during major sends. Engagement-based sunsetting of unengaged subscribers. We care about inbox placement more than campaign volume — a degraded sender reputation costs more than a missed send.
Other engines that fire well with this one.
These services share data and playbooks with CRM & Automation — stacking them inside the same package compounds results faster than running them in silos.
Ready to fire the crm & automation
engine?
Start with the CRM audit & strategy (10 units): in 5 days you get a map of your current setup and the 3 highest-lift flows to build next.