Digital & AI
Email, CRM & Lifecycle
Owned-audience infrastructure. Every job below is scoped in estimated hours before work starts.
- Email marketing setup
- Mailchimp setup
- Klaviyo setup
- HubSpot setup
- ActiveCampaign setup
- Resend / transactional email setup
- Email template build
- Newsletter setup
- Welcome sequence
- Abandoned cart sequence
- Nurture sequence
- Re-engagement campaign
- List cleaning and hygiene
- Segmentation strategy
- Deliverability audit
- SPF/DKIM/DMARC setup
- Email A/B testing
- CRM setup
- CRM migration
- CRM cleanup and deduplication
- Sales pipeline setup
- Lead capture and routing
- Customer journey mapping
- Loyalty and retention program
- SMS marketing setup
- Push notification strategy
Jobs people actually ask us for in Email, CRM & Lifecycle
Real requests with the hours they usually take. Every one is scoped and priced before work starts.
Design a branded email newsletter template.
A branded newsletter template that renders correctly across email clients.
Write and send a monthly newsletter.
A monthly newsletter written, built and sent.
Create a welcome email sequence.
A welcome sequence that introduces the business and moves people toward a first purchase.
Create an abandoned-cart email sequence.
An abandoned-cart sequence with timing and incentives that recover revenue.
Create a post-purchase follow-up sequence.
A post-purchase sequence covering delivery, use, review request and reorder.
Create a lead-nurture email sequence.
A nurture sequence that earns the sale over several emails.
Create a re-engagement campaign for inactive subscribers.
A re-engagement campaign for subscribers who have gone quiet.
Create an event reminder sequence.
Event reminders timed so attendance actually improves.
Create a webinar follow-up sequence.
A webinar follow-up covering attendees and no-shows differently.
Create a product-launch email sequence.
A launch sequence from tease through to last call.
Create a seasonal promotion email.
A seasonal promotion email built and scheduled.
Create a customer-review request email.
A review request email timed to when the customer is happiest.
Clean and organize an email list.
Your list cleaned of bounces, duplicates and dead addresses to protect deliverability.
Segment an email list by customer type or behavior.
Segments built so people get email that's relevant to them.
Set up email signup forms.
Signup forms placed and styled where they'll actually be filled in.
Connect website forms to an email platform.
Website forms connected to your email platform, with tags flowing through.
Fix an email template that looks broken on mobile.
An email template fixed so it stops breaking on phones and in Outlook.
Improve subject lines and preview text.
Subject lines and preview text rewritten to earn the open.
Rewrite emails that are too long or unclear.
Long, unclear emails rewritten to one message and one action.
Set up basic email performance reporting.
Reporting set up so you can see opens, clicks and what they led to.
Create A/B test variants for an email campaign.
A properly structured A/B test with one variable and a clear result.
Build an automated birthday or anniversary email.
An automated birthday or anniversary email that runs itself.
Create a renewal-reminder email flow.
A renewal reminder flow that reduces lapses.
Create a win-back campaign.
A win-back campaign for customers who stopped buying.
Manage recurring email production from draft through scheduling.
Recurring email production handled from draft through approval to schedule.
Set up a simple CRM for a small business.
A CRM set up around how you actually sell, not the vendor's demo data.
Clean duplicate contacts in a CRM.
Duplicate contacts merged without losing history.
Import leads from a spreadsheet.
Leads imported from spreadsheets with fields mapped correctly.
Standardize contact fields and tags.
Contact fields and tags standardized so reporting becomes possible.
Build a lead pipeline.
A pipeline built with stages that mean something and can be reported on.
Create lead stages and deal stages.
Lead and deal stages defined with clear entry and exit criteria.
Create automatic follow-up tasks.
Follow-up tasks created automatically so leads stop going cold.
Route new leads to the right salesperson.
New leads routed to the right person by area, product or round-robin.
Connect website forms to a CRM.
Website forms wired into the CRM so nothing is retyped.
Create a lead-scoring system.
Lead scoring set up so the team works the best leads first.
Set up automated lead assignment.
Lead assignment automated with rules and fallbacks.
Create a new-lead notification workflow.
New-lead notifications that reach the right person fast enough to matter.
Create a missed-follow-up alert.
Alerts when a follow-up is overdue, before the lead is lost.
Build an appointment follow-up process.
A structured follow-up process after every appointment.
Create a no-response follow-up sequence.
A no-response sequence that keeps trying without being irritating.
Create a sales activity dashboard.
A dashboard showing sales activity, not just outcomes.
Create a pipeline report.
A pipeline report showing what's real and what's wishful.
Create a stale-deal report.
A stale-deal report surfacing the deals quietly dying.
Set up customer lifecycle tags.
Lifecycle tags so you can tell prospects, customers and lapsed apart.
Create a handoff process from sales to service.
A documented handoff so sold work reaches delivery cleanly.
Create a reactivation list from old leads.
A reactivation list built from old leads worth another attempt.
Document how the team should use the CRM.
Written guidance on how the team should use the CRM, so data stays usable.
Fix a CRM that became messy or inconsistent.
A CRM that has become a mess cleaned up and restructured.
Connect the CRM to email, calendar, forms, and other tools.
CRM connected to email, calendar, forms and the rest of your stack.
Automate weekly CRM cleanup and pipeline reporting.
Weekly CRM cleanup and pipeline reporting automated.
Need help with Email, CRM & Lifecycle?
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