Full Lifecycle Program Setup
Your lifecycle program, built in 45 days.
Available for HubSpot and Customer.io customers only.
When B2B and PLG SaaS companies are ready to grow, lifecycle is the gap that lingers longest.
Hiring takes months, management, and iteration. The better option is to ship it in a sprint. Get the core lifecycle system set up in 45 days, with an experienced lifecycle architect. You get every program written, built, and live — fast and without the commitment of a full-time hire.
What’s included
Email design, copy written and drafted and implemented in your ESP. All written following the brand and design guidelines you provide.
| Program | Emails |
|---|---|
| Welcome email | 1 |
| User onboarding (Free, Trial, Paid) | 4 |
| Nurture program — 3 months of coverage | 6 |
| Form confirmations (Demo, contact, etc.) | 1 |
| Milestone emails | 2 |
| Expansion + Upgrade (Limit notifications, paywalls, etc.) | up to 3 |
| Win-back | 1 |
| Abandoned cart | 1 |
| NPS → review | 2 |
~21 emails written and built. 45 days from kickoff to live.
Works with: HubSpot · Customer.io · B2B SaaS · PLG SaaS · Series A–C
How it works
01 — Qualification call
30 minutes to confirm your tool is set up, data is flowing, and you’re ready to move. No sense starting the clock until the foundation is solid.
02 — Research and intake
You fill out a short intake form with links to your tone of voice, product docs, positioning, etc. I go deep on your product, your ICP, and what success looks like for your users. This is what makes the copy feel like it was written for your customers.
03 — Sprint
Every email is written and drafted. Every workflow is built and configured in your tool. Triggers, segments, delays, goals — all set up and logic-checked.
04 — Walkthrough and handoff
A 60-minute session walking through everything that was built, how the logic works, and what to watch once it’s live. You leave owning it completely.
Prerequisites
- HubSpot or Customer.io account with basic setup in place
- A defined user and account object with core attributes (plan, signup date, last active)
- Product events or user properties flowing into your ESP
- Someone on your team who can own data questions if gaps come up