03 Optimisation & Lifecycle

Ongoing CRM & lifecycle email automation

Most businesses invest heavily in generating leads but underinvest in nurturing them. Lifecycle email automation closes that gap.

Your database is an asset. Work it.

Most businesses invest heavily in generating leads but underinvest in nurturing them. The result is a CRM full of contacts who showed interest but never converted, lapsed customers who haven't heard from you in months, and missed opportunities to cross-sell or upsell to your existing base.

Lifecycle email automation addresses this gap. By building intelligent sequences triggered by user behaviour, purchase history, or engagement signals, you can deliver the right message at the right moment — without requiring manual effort from your team.

What we build and manage

We design, implement, and continuously refine automated email programmes across the full customer lifecycle. This typically includes:

  • Welcome sequences for new subscribers or enquiries
  • Lead nurturing flows that educate and build trust over time
  • Post-purchase follow-ups and review requests
  • Re-engagement campaigns for dormant contacts
  • Segmented promotional campaigns aligned with your commercial calendar

We work with the major CRM and email platforms — HubSpot, Mailchimp, Klaviyo, ActiveCampaign — and can advise on platform selection if you're considering a change.

Continuous refinement

Automation is not something you set up once and leave running. Subject lines, send times, content, and segmentation rules all benefit from ongoing testing and optimisation. Our retainer includes regular performance reviews, A/B testing of key flows, and adjustments based on engagement data. The goal is to improve open rates, click-through rates, and — most importantly — the revenue attributable to your email channel.

Talk to us

Thirty minutes. No pitch deck.

We'll tell you honestly whether we can help. If we can't, we usually know someone who can.

What the thirty minutes covers: what you're trying to grow, what's worked so far and what hasn't, and an honest view on whether we're the right team to own it.