Lifecycle / Email / SMS
Dedicated Lifecycle & Email/SMS Specialists for US Teams
Onboarding, retention, win-back, upsell — owned channel specialists who build the automated revenue infrastructure that compounds over time. Klaviyo, HubSpot, Iterable, Braze. Full-time, dedicated, embedded in your stack.
Revenue From Customers You Already Have
Acquiring a new customer costs 5× more than retaining an existing one. Yet most teams invest heavily in acquisition and underinvest in the lifecycle that compounds it. Email and SMS aren't newsletters — they're an automated revenue machine when built and owned by someone who specializes in it.
A dedicated lifecycle specialist builds and continuously optimizes every stage of your customer journey — from first email to win-back. They own the flows, the segmentation, the testing cadence, and the reporting. 40 hours a week, fully embedded in your platform.
- Full customer journey — onboarding through win-back
- Email + SMS — both channels, integrated strategy
- Platform-matched — Klaviyo, HubSpot, Braze, Iterable
- Month-to-month — no long-term contracts
Lifecycle Stages We Cover
We match lifecycle specialists by vertical and platform — DTC brands have different lifecycle needs than SaaS companies. Tell us your model and tools and we'll find the right fit.
Onboarding & Activation
Welcome flows, activation sequences, product education emails, and behavior-triggered onboarding that reduces time-to-value.
Focus: Get users/customers to their first win faster
Nurture & Engagement
Lead nurture sequences, educational drip campaigns, re-engagement workflows, and content-driven lifecycle marketing for trial and free users.
Focus: Keep subscribers engaged until they convert
Retention & LTV
Win-back campaigns, churn risk scoring, VIP loyalty flows, subscription renewal sequences, and long-term customer value optimization.
Focus: Reduce churn, increase repeat purchase, grow LTV
Upsell & Cross-sell
Post-purchase flows, product recommendation sequences, upgrade triggers, and expansion revenue automation for SaaS and DTC.
Focus: Revenue from customers you already have
SMS Lifecycle
Conversational SMS sequences, transactional messaging, re-engagement SMS, and integrated email+SMS flows for maximum reach.
Focus: High-open-rate owned channel for time-sensitive messages
Analytics & Reporting
Cohort analysis, lifecycle stage reporting, deliverability monitoring, revenue attribution, and A/B test result tracking.
Focus: Data-driven continuous improvement
Platform Ecosystem
Your specialist is matched to the platforms you already use — not forced to learn your stack from scratch.
Klaviyo
DTC and e-commerce lifecycle — flows, segmentation, campaigns, and Shopify integration.
HubSpot
B2B and SaaS lifecycle — workflows, sequences, lead nurture, and CRM-triggered automation.
Iterable
Multi-channel lifecycle for growth-stage and enterprise companies — email, SMS, push, in-app.
Braze
Mobile-first lifecycle for apps and consumer tech — real-time triggers, Canvas, and journey builder.
Attentive / Postscript
SMS-first platforms for DTC brands — list growth, compliance, and high-volume campaigns.
Customer.io
Developer-friendly lifecycle tool for SaaS and B2C — event-triggered workflows and API-driven automation.
Common Deliverable Examples
You define the scope and deliverables — your dedicated lifecycle specialist executes. Here are examples of what specialists in this role typically own:
Full lifecycle audit and gap analysis
Onboarding and activation flow development
Win-back and churn prevention campaigns
Upsell and expansion revenue sequences
SMS list growth and compliance setup
Cohort and LTV analysis dashboards
A/B testing framework and cadence
Deliverability monitoring and list hygiene
The Retention Revenue Case
Lifecycle marketing is the highest-ROI owned channel. Demand for dedicated lifecycle and email/SMS specialists has grown +20% YoY as DTC and SaaS teams shift from acquisition-only to retention-first strategies.
+20%
YoY demand growth for lifecycle and email/SMS retention specialists
5× cheaper
To retain an existing customer vs. acquiring a new one
20–30%
Of DTC and SaaS revenue typically comes from email and SMS channels
Engagement Options
Dedicated lifecycle specialists on a full-time or part-time basis — or paired with paid media for a complete acquisition-to-retention team.
Individual Specialist
Dedicated Lifecycle Specialist
Full-time (40h/week) or part-time (20h/week) lifecycle specialist — platform-matched, owning your entire owned channel from onboarding through win-back.
From ~$2,500/mo
Retention Pod
Lifecycle + Paid Media
Lifecycle specialist paired with a paid media specialist — acquisition and retention working in coordination around shared LTV, CAC payback, and ROAS targets.
Custom pricing
Pricing Guidance
Dedicated lifecycle and email/SMS specialists start at approximately $2,500/month for full-time engagement. Specialists with advanced platform expertise (Braze, Iterable), multi-channel experience, or SaaS-specific lifecycle knowledge may be higher. Part-time and pod options are available.
See how pricing worksFrequently Asked Questions
Common questions about dedicated lifecycle and email/SMS specialists for US teams.
What is the difference between a lifecycle specialist and an email marketing specialist?
Email marketing specialists focus primarily on campaigns and broadcast sends. Lifecycle specialists own the full customer journey — onboarding, activation, retention, win-back, and expansion — across email and SMS. The focus is on moving customers through lifecycle stages, not just sending newsletters. Most of our specialists cover both.
Which platforms do your lifecycle specialists work with?
Our specialists most commonly work with Klaviyo (DTC), HubSpot (B2B/SaaS), Iterable (enterprise), Braze (mobile-first), Attentive/Postscript (SMS), and Customer.io (developer-friendly SaaS). We match by your platform and customer lifecycle type — DTC, SaaS, or B2B.
Can they handle both email and SMS?
Yes. Many of our lifecycle specialists manage both channels within a single platform (Klaviyo, Attentive, Iterable) or across an integrated email+SMS stack. SMS-specific expertise includes TCPA/CTIA compliance, list growth tactics, and SMS-exclusive flow design.
Do they work with our CRM and product analytics?
Yes. Lifecycle specialists connect lifecycle platforms to your CRM (HubSpot, Salesforce) and product analytics (Mixpanel, Amplitude, Segment). Behavior-triggered workflows — based on product events, feature usage, or purchase history — are a core differentiator from campaign-only email.
How do they measure success?
Primary KPIs include lifecycle-attributed revenue, flow revenue per recipient, open/click/conversion rates by lifecycle stage, churn rate change, and LTV by acquisition cohort. Secondary metrics include deliverability (inbox placement, bounce rate, spam complaints) and list health.
What does pricing look like?
Dedicated lifecycle and email/SMS specialists start at approximately $2,500/month for full-time (40h/week). Specialists with advanced platform expertise (Braze, Iterable), multi-channel experience, or SaaS-specific lifecycle knowledge may be higher. Part-time and pod options are available.
Ready for a Dedicated Lifecycle Specialist?
Tell us your platform, customer lifecycle type, and retention goals — we'll match you with a specialist within 48 hours.
Month-to-month · Free replacement guarantee · Platform-matched specialists
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Let's Talk Lifecycle & Retention
Share your platform, customer model, and retention goals — we'll match you with a vetted lifecycle specialist.
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Vetted shortlist in 48 hours
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Scale up or pause anytime
Free replacement guarantee
We fix the fit — at no cost
50–70% cost savings
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Vetted shortlist in 48h
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