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.”
Retention Lead, D2C (anonymized)
“The team fixed inboxing and set up flows that pay for themselves.”
Growth Manager, Marketplace (anonymized)

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

graph TD A[Acquisition] --> B[Onboarding] B --> C[Post-purchase] C --> D[Retention] D -->|Win-back| B S1[RFM Segments] --> C S2[Consent & Events] --> B S1 --> D

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
Deliverability
Double opt‑in
Frequency cap
CAPI / sGTM
/
LTV

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.

Scan lifecycle signals →

Free audit · PDF lifecycle checklist

Acquisition tracking
Consent & events
Conversion signals
Lifecycle opportunities

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,

segments, and trigger hygiene with and server‑side events.

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.