I will audit your email or lifecycle marketing to uncover hidden revenue growth


About this gig
Most businesses send emails. Few build behavior-driven lifecycle systems that increase activation, reduce churn, and grow Customer Lifetime Value.
I'm a Senior Lifecycle Marketing Strategist with 15+ years of experience architecting CRM and marketing automation programs for SaaS and growth-stage businesses. I specialize in segmentation frameworks, retention strategy, and performance-driven lifecycle design.
In this audit, I will review your existing email, SMS, or automated flows and identify high-impact, low-hanging fruit opportunities to improve engagement and revenue.
This may include:
- Welcome or onboarding flow optimization
- Lead nurturing and segmentation gaps
- Retention touchpoints and churn risk
- Automation logic and timing
- KPI alignment and performance strategy
Youll receive a clear, prioritized action plan that is practical, strategic, and immediately usable.
This service is designed for businesses with an existing email list or CRM database. Includes 1 revision for clarification or refinement of recommendations. Implementation services are not included.
Limited availability each month to ensure high-quality strategic review.
Get to know Stacy S
Lifecycle CRM Leader
- FromUnited States
- Member sinceFeb 2026
Languages
English
FAQ
Who is this service best for?
This audit is designed for businesses with an existing email list, CRM, or automated flows. If you are still validating an idea or do not yet have an audience, this may not be the right fit.
Do you implement the recommendations?
No. This service includes strategic analysis and a prioritized action plan. Implementation can be handled by your internal team or marketing partner.
What platforms do you work with?
I have experience with HubSpot, Braze, Iterable, Mailchimp, Klaviyo, and other CRM/marketing automation platforms. The focus is strategy, not platform setup.
What do you need from me to get started?
Access to your existing flows (screenshots or exports), basic performance metrics, and a brief overview of your goals.
Is this a live consulting session?
The audit is delivered in written form. A 30-minute strategy call can be added as an upgrade.

