Lifecycle marketing automation specialist

I build the triggered journeys that follow someone from sign-up to win-back, across email, SMS, WhatsApp and push. I built 57 automations for Syllabus.ng.

Illustration for marketing automationTrigger: sign-upWelcomeActive?noyesWhatsApp nudgeUpsell offerGoal event: first purchase

What I do

01

Journey design

I map each journey from trigger to goal event before building anything: who enters, what they receive, when they leave and what counts as success. A journey with no exit rule keeps messaging people who have already converted.

02

Segmentation and triggers

I tag people at the point of capture. At Syllabus.ng, a form on a class and subject page told us what each person taught or studied, so every contact entered the right flow from the first email.

03

Channel choice

I choose the channel by consent, cost and speed. At Ecobank, journeys for new, non-transacting and dormant customers ran on SMS and WhatsApp. At Syllabus.ng, email carries the flows and WhatsApp communities sit alongside.

04

Measurement and list health

I judge a journey by its goal event, not its open rate. At Syllabus.ng we also delete bounced and inactive contacts every quarter, because a smaller list that reads your emails is worth more than a big one that does not.

How I work

  1. 1

    Map the lifecycle

    List the stages from sign-up to loyal customer and the key action at each one.

  2. 2

    Fix the data

    Connect events, attributes and consent so triggers and segments can be trusted.

  3. 3

    Build the journeys

    Write each flow with its entry rule, exit rule, goal event and fallback.

  4. 4

    Test every branch

    Send test profiles through each path before a real customer sees it.

  5. 5

    Measure and prune

    Report goal events by journey, then retire flows that do not earn their place.

Proof

Who I help

Fintech and app businesses where the first transaction decides customer value.

E-commerce and subscription brands that need repeat revenue from existing customers.

Content and marketplace sites with traffic but no way to speak to a visitor twice.

Teams outgrowing per-contact pricing that need a CRM which scales with sends, not seats.

Tools and stack

  • Customer.io
  • CleverTap
  • Klaviyo
  • Intercom
  • Zoho CRM
  • FluentCRM
  • GA4
  • Mixpanel
  • SQL

Related skills

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Illustration for crm lifecycle marketingSign-upOnboardActiveAt riskWin backEmail, SMS, WhatsApp, push

Marketing skill

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Related case studies

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Questions

What is lifecycle marketing automation?

It sends each customer the right message at the right stage of their relationship with a product, triggered by what they did or did not do. Welcome, onboarding, first purchase, lapse and win-back are the usual stages. The rules live in a CRM, so messages go out without anyone sending them by hand.

How is this different from AI workflow automation?

This page is about customer journeys in a CRM: who receives which message, when, and why. My automation and AI workflows page covers back-office and AI automation, such as publishing pipelines and agents. The two can share tools, but the goal differs: customer behaviour here, operational time saved there.

Which marketing automation tools do you work in?

Customer.io, CleverTap, Klaviyo, Intercom, Zoho CRM and FluentCRM, all hands-on. I choose by product and volume: Klaviyo for e-commerce, Customer.io and CleverTap for event-driven app journeys, and FluentCRM when send volume would make per-contact pricing expensive, as it would have at Syllabus.ng.

How many automations does a business need to start?

Fewer than most expect. I start with a welcome journey, an onboarding journey and a win-back journey, each tied to one goal event. Syllabus.ng reached 57 automations because it segments by class, subject and exam. I add a journey only when a segment needs different messages.

How do you know an automation is working?

By its goal event, such as a first purchase or a reactivated account, not by opens or clicks. Where volume allows, I hold back a share of eligible customers and compare. At Ecobank, the scorecard for dormant-customer journeys was the month-on-month fall in inactive customers.

Want journeys that run without you?

Tell me what you are working on. I reply within two working days.

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