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.
From CRM strategy to the messages that ship. We build lifecycle programs tied to user state, not channel-by-channel campaigns.
Talk to RomuloEach engagement runs standalone. Most teams take them as a package.
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.
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.
The first session decides retention. We design the activation sequence — push, email, in-app — that gets users to value before they bounce.
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.
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.
The recurring touch that keeps you in the inbox without burning the list. Editorial cadence, segmentation and the discipline to not over-send.
Lifecycle stages, current messaging, channels and the events behind them, mapped end to end.
Program designed, debated with your team and prioritized before anything ships.
Flows built, copy reviewed and decisions made together.
What shipped, what converted, what comes next.
Program reviewed against retention and revenue goals, next cycle planned.
Product in market with enough users that lifecycle moves the number. Past pre-product-market-fit.
You want senior people building the flows, not a deck recommending what your team should send.
Retention is leaking, onboarding drops off, or your CRM tool is set up but barely used.
Easy App Reports is a real product, used by hundreds of app teams. The same data layer powers the events your lifecycle programs fire on.
See Easy App Reports
A sample of the teams whose lifecycle and growth we have had a hand in.
Push, in-app, deep links, ATT-safe identifiers, lifecycle events. Mobile retention, not repurposed web email playbooks.
We optimize for activation, retention and revenue. Open rates are a means, not the scoreboard.
Messages fire on user state, tied to the events your funnel produces. No batch-and-blast to the whole list.
Braze, Iterable, Customer.io, OneSignal, CleverTap. We work with your stack or help you choose. No reseller incentives.
Start with the self-serve version. Ten questions, three minutes, a written read on where you sit. No email required.