Marketing Automation
Marketing automation

Lifecycle programmes, mapped to how people buy

We map your buyers' journeys from first touch to customer, then build the automated programmes that move people along them, with reporting that shows which stages convert.

At a glance
Platforms
Account Engagement, Marketing Cloud
Works with
Sales Cloud
Scoped and priced in
Statement of work

Why nurture programmes stall

The emails usually go out. What's missing is the structure around them.

  1. No agreed lifecycle

    Marketing and sales define a lead differently, so nobody can say where a prospect is or what comes next.

  2. Campaigns built one at a time

    Each send is planned on its own, with no joined-up plan across channels to move people towards a sale.

  3. ROI nobody can prove

    Campaign reporting stops at opens and clicks, so the budget case rests on opinion.

Customer lifecycle timeline from first contact to repeat customer, with email, review and reminder steps

What's included

Scoped per project in the statement of work.

  1. Persona & journey mapping

    Who you sell to, how they buy and what they need at each step, agreed with marketing and sales.

  2. Lifecycle stages

    One shared definition of each stage from first touch to customer, and the rules that move people on.

  3. Nurture programmes

    Automated nurture journeys and customer surveys, built in Account Engagement or Marketing Cloud.

  4. Content & templates

    Digital content plus responsive HTML email and landing page templates for every stage.

  5. Lifecycle & attribution reporting

    Stage and multi-touch attribution reporting, so you can see which programmes lead to revenue.

  6. Maintenance & insights

    Ongoing programme upkeep and regular insight, or a managed service if you'd rather hand it over.

Method

How a lifecycle project runs

Our seven-step delivery process, grouped into four stages.

  1. Scope & map

    Scope agreed in a statement of work, then a workshop maps personas, journeys and lifecycle stages.

  2. Design

    Each programme's audience, content and exit rules set out in a Configuration Blue Print.

  3. Build & test

    Programmes built with regular show-and-tells, then tested end to end before your sign-off.

  4. Launch & improve

    Go-live with training for your team, then ongoing contact to review results and plan what's next.

Technical scope

For the people who'll sign the scope off. Everything here is confirmed in the statement of work before the build starts.

Platforms
Account Engagement, Marketing Cloud, Sales Cloud
Channels
Email, landing pages, surveys, ad retargeting
Programme types
Customer lifecycle campaigns, account-based marketing
Deliverables
Personas, journey maps, lifecycle spec, templates, attribution dashboards

Questions

Nurture is part of it. A lifecycle programme also covers what happens once someone becomes a customer, not just the route to a sale.

Account Engagement or Marketing Cloud, whichever you already run. If you haven't chosen yet, a platform selection review is the place to start.

Yes. We review what's already running, keep what works and fold it into the new lifecycle rather than starting over.

Yes. Account-based marketing and account-based ad retargeting are part of our digital strategy services, and fit into the same lifecycle.

Not just as instructed

Book a free consultation

Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.