Beyond Analytics
Consulting
Beyond Consulting Lifecycle Marketing

Retention by design.

From CRM strategy to the messages that ship. We build lifecycle programs tied to user state, not channel-by-channel campaigns.

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The Engagements

What we do.

Each engagement runs standalone. Most teams take them as a package.

01

CRM Strategy

The operating plan for activation, retention and monetization. Which moments matter, which channels carry them, and what good looks like — before a single message goes out.

02

Customer Journey Mapping

Every lifecycle stage mapped to the events your product emits. Where users stall, where they churn, and where a well-timed message changes the outcome.

03

Onboarding Flows

The first session decides retention. We design the activation sequence — push, email, in-app — that gets users to value before they bounce.

04

Drip Campaigns

Behavior-triggered sequences tied to user state, not the calendar. Reactivation, winback and nurture flows that fire on what people do, not when a marketer remembers them.

05

Upsell & Cross-Sell

Monetization moments built into the journey. Trial conversion, plan upgrades and cross-sell triggered at the point the value is obvious, not blasted to everyone.

06

Newsletters & Broadcasts

The recurring touch that keeps you in the inbox without burning the list. Editorial cadence, segmentation and the discipline to not over-send.

How We Work

How we engage.

Embedded Team One senior lifecycle strategist plus a CRM operator, depending on scope.
  1. Weeks 1-2

    Diagnostic

    Lifecycle stages, current messaging, channels and the events behind them, mapped end to end.

  2. Week 3

    Strategy & Roadmap

    Program designed, debated with your team and prioritized before anything ships.

  3. Weekly

    Working Sessions

    Flows built, copy reviewed and decisions made together.

  4. Monthly

    Debrief

    What shipped, what converted, what comes next.

  5. Quarterly

    Cycle Close

    Program reviewed against retention and revenue goals, next cycle planned.

Fit

Who this is for.

Stage

Product in market with enough users that lifecycle moves the number. Past pre-product-market-fit.

Mode

You want senior people building the flows, not a deck recommending what your team should send.

Situation

Retention is leaking, onboarding drops off, or your CRM tool is set up but barely used.

Common Concerns

What you will not run into here.

Industry

We speak app.

Push, in-app, deep links, ATT-safe identifiers, lifecycle events. Mobile retention, not repurposed web email playbooks.

Metrics

Retention over opens.

We optimize for activation, retention and revenue. Open rates are a means, not the scoreboard.

Data

Triggered, not blasted.

Messages fire on user state, tied to the events your funnel produces. No batch-and-blast to the whole list.

Tools

Tool-agnostic.

Braze, Iterable, Customer.io, OneSignal, CleverTap. We work with your stack or help you choose. No reseller incentives.

Not sure if you need us yet?

Start with the self-serve version. Ten questions, three minutes, a written read on where you sit. No email required.