Lifecycle & CRM
Automations that increase repeat purchases and margin — with journey coverage and revenue attribution.
Lifecycle essentials
Onboarding & Post‑purchase
Journeys that educate, convert second orders, and set healthy frequency caps.
Segmentation & Personalization
RFM cohorts, triggers, and dynamic content that lift AOV and repeat rate.
Deliverability & Consent
Domain alignment, warmup plans, and compliant opt‑in to protect inboxing.
+18%
repeat purchase rate after onboarding fixes
+26%
AOV lift from lifecycle personalization
-32%
spam complaints via deliverability cleanup
Who this is for
- • Brands with steady acquisition wanting better LTV
- • Teams open to segmentation and frequency guardrails
- • Willingness to wire events and consent properly
Who this is not for
- • Broadcast‑only lists without opt‑in hygiene
- • “Set and forget” flows with no iteration
- • No ownership of templates or testing
How we work
- • Journey coverage reviews each cycle
- • Deliverability monitoring and warmup plans
- • Shared dashboards for revenue and LTV
“Lifecycle is finally measurable — coverage up, complaints down.”
“The team fixed inboxing and set up flows that pay for themselves.”
What we optimize for
Lifecycle turns intent into margin. We focus on LTV, contribution, and coverage — not just broadcast volume.
- • Repeat purchases and higher AOV
- • Journey coverage by cohort and stage
- • Deliverability health (IP/warmup, spam traps)
- • Opt‑in growth with compliant consent
Early deliverables
- • Journey map and priority flows
- • ESP/WA/SMS setup with webhooks
- • Templates, segments, and triggers
- • Consent mode and server‑side events
- • Measurement plan and dashboards
Customer Lifecycle Journey
Automated journeys from acquisition to retention, powered by RFM segmentation and event-driven triggers.
Lifecycle Automation Flow
Data-driven journeys with segmentation and win-back loops
Phase 1 · Align
- • Data audit, events, consent
- • ESP/CRM integration and warmup
- • Journey coverage baseline
Phase 2 · Build
- • Onboarding and post‑purchase flows
- • Segments and templates
- • Webhooks for triggers
Phase 3 · Optimize
- • Deliverability and frequency caps
- • Cohort coverage and LTV tracking
- • Handoffs from paid/social
Key Terms ▾
- RFM
- Recency, Frequency, Monetary RFM SegmentationGroups customers by Recency, Frequency, and Monetary value.Why it matters: Targets offers by behavior to lift LTV.
- Deliverability
- Inbox placement health DeliverabilityInbox placement health driven by domain reputation and sending practices.Why it matters: Poor deliverability kills revenue from email/SMS.
- Double opt‑in
- Confirmed consent Double Opt‑inConfirming subscription via follow‑up, reducing spam complaints.Why it matters: Improves list quality and deliverability.
- Frequency cap
- Guardrail to limit sends Frequency CapLimit on messages per user over time.Why it matters: Prevents fatigue and unsubscribes.
- CAPI / sGTM
- CAPI / sGTMConversions API (CAPI)Server‑side events for ad platforms.Why it matters: Improves attribution and optimization quality.server‑side GTM (sGTM)Running Google Tag Manager on the server.Why it matters: Cleaner signals and less client bloat.
- LTV
- Lifetime value Lifetime Value (LTV)Revenue a customer is expected to generate over time.Why it matters: Guides investment in acquisition and retention.
Ridsys Digital · Ridsys Growth Scan™
Map your lifecycle readiness — from acquisition to retention.
Growth Scan checks tracking, consent setup, and conversion signals that power lifecycle automation. Get a PDF with lifecycle‑specific opportunities.
Free audit · PDF lifecycle checklist
Audit Your Lifecycle
We'll map coverage, fix deliverability, and stand up priority flows that lift revenue.
Journeys
Acquisition, onboarding, post‑purchase, win‑back, and reactivation flows with clear guardrails for frequency and fatigue.
Data & Segments
Unified profiles, RFM
Measurement
Journey coverage, deliverability health, and LTV‑oriented reporting with cohort views.
Frequently Asked Questions
What platforms do you support?
ESP/CRM tools like HubSpot, Mailchimp, WebEngage, Salesforce, etc.
Can you set up WhatsApp/SMS journeys?
Yes—opt‑in capture, templates and lifecycle automations.
How do you ensure deliverability?
Domain authentication, list hygiene and content/volume best practices.
Do you segment audiences?
Yes—behavioral, RFM and lifecycle segments.
How do you measure CRM success?
Journey coverage, engagement rates and attributed revenue/LTV.