Marketing + digital

Lifecycle + Retention Marketing

Lifecycle and retention marketing focuses on building lasting relationships with customers beyond the first conversion. Through personalized messaging, automation and strategic content, brands nurture audiences, increase loyalty and drive repeat engagement through email and SMS.

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Map and optimize customer journeys across key lifecycle stages, from onboarding to re-engagement and loyalty

Develop lifecycle and retention strategies across email, SMS and CRM flows aligned with customer behavior and business goals

Build and manage automated flows, triggers and segmentation to deliver timely, personalized messaging

Optimize messaging, cadence and creative through ongoing testing and performance analysis

Track retention metrics such as engagement, repeat purchase, churn and lifetime value

Provide ongoing insights and recommendations to improve customer loyalty, retention and long-term growth

Klaviyo

Email Marketing

Customer Segmentation

HubSpot

SMS Marketing

Braze

Attentive

Lifecycle marketing goals

Here’s what you can unlock with the right agency

Build strong customer relationships across the full user journey

Increase retention, loyalty and repeat conversion

Drive brand affinity through personalized communication

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HOW IT WORKS

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Frequently asked questions

What is lifecycle and retention marketing?

Lifecycle and retention marketing focuses on engaging customers after their first interaction or purchase. Through personalized messaging across channels like email, SMS and CRM flows, brands nurture relationships, increase customer loyalty and encourage repeat engagement over time.

How can an agency support existing programs?

A lifecycle marketing agency will audit your current journeys, messaging and performance to identify gaps and opportunities. From there, they help optimize email and SMS flows, customer segmentation / lists and sending cadence to improve engagement and retention without starting from scratch.

What channels are included in lifecycle marketing?

Lifecycle marketing typically includes email, SMS, in-app messaging and CRM-driven communications. The exact mix depends on your audience, goals and existing tech stack. The right agency will test and determine which channels will be most effective.

What metrics are used to measure success?

Success is measured using metrics such as open and click rates, repeat purchases, churn, lifetime value and overall engagement. A lifecycle marketing agency tracks these KPIs to continuously improve performance and support long-term growth.

Email + SMS marketing

LSU Online matched with an agency that elevated their SMS strategy through personalized, conversion-driven flows. With added email and creative support, the team helped turn communications into impactful brand touchpoints.

Lifecycle Marketing

Breef matched Smalls with a retention-focused team to run a comprehensive email and SMS marketing program. They built and optimized flows, pop-ups and segmentation guided by performance dashboards and clear KPIs to support strategic iteration.

email design

Carolina Core FC collaborated with an agency that enhanced their email marketing through custom HubSpot templates for events, merch and ticket sales, building a consistent, conversion-optimized system with a distinct visual identity.

email marketing

Lexi Australia collaborated with a Breef agency to develop a targeted email strategy to boost brand awareness and expand into new markets within the U.S. The agency optimized email flows, content and conversion tactics to drive customer loyalty.