THE LIFECYCLE INTENSIVE
THE LIFECYCLE INTENSIVE
A thoughtful audit of your customer journey.
Your lifecycle marketing strategy should do more than sending emails and basic flows, you want it to create an experience that keeps customers connected to your brand and gives them a reason to come back.
Over one focused week, I'll step into your business to uncover what's working, what's being missed, and where your biggest opportunities lie.
You'll walk away with a clear 90-day roadmap designed to help you build stronger customer relationships and a lifecycle strategy you feel confident in.
Some lovely words from a past client:
“Stephanie was very prompt with her project and provided me with updates all along the way. I appreciated her recap at the end of the day of what she accomplished, and also the clear lines of communication we had throughout the project.
Any questions that came up we discussed with ease, and I loved her tactfulness of using Loom to show me exactly what she was looking at so that I could best advise. She was super professional and helpful, and did a great job with the project of providing me with exactly what I was looking for. If you are considering hiring Stephanie, I highly recommend her for your next project!”
Does something feel off with your current strategy?
You’re doing everything. Sending campaigns, you have flows built, your list is growing, but…
You're not sure your customer journey is working as hard as it could.
You have ideas, but no clear priorities.
Your emails feel reactive instead of intentional.
You know retention matters, but you're unsure where your biggest opportunities are.
You're ready to invest in lifecycle marketing, but you want a strategy before making changes.
You know that email should be driving more meaningful revenue but, it’s hard to see the bigger picture when you’re inside the business everyday.
That's where this intensive comes in.
Together we'll uncover what's working, what's quietly getting in the way, and where your biggest opportunities exist to create stronger customer relationships and long-term growth.
My Process
The Lifecycle Intensive is full of recommendations for your email strategy, it was created for those who are ready to take their email marketing to the next stage but need some guidance getting there.
Take a look at how our partnership will look like…
Step 1 — Understand Your Brand
Every great lifecycle strategy starts with understanding the people behind it.
We'll spend an hour talking about your business, your customers, your goals, and the kind of experience you want your brand to create. This is my favorite part to be honest :))
This is our foundation for our whole partnership and helps me make recommendations that feel aligned with where you want your business to go.
Step 2 — Deep Dive Audit
Over the next week, I'll review every stage of your lifecycle marketing, including:
campaigns
automations
segmentation
signup experience
copy
performance
customer journey
I'll look at what's working, where customers are dropping off, and the biggest opportunities to strengthen engagement, retention, and loyalty.
Step 3 — Your Roadmap Forward
We'll meet again to walk through everything together.
You'll receive a clear 90-day action plan with prioritized recommendations, quick wins, and long-term improvements—so you know exactly where to focus your energy next.
If you'd rather have someone implement everything for you, that's where my Done-for-You option comes in.
What’s Included:
✓ 60-minute Discovery Session
We'll explore your business, goals, audience, and current lifecycle strategy.
✓ Complete Lifecycle Audit
A deep review of your campaigns, automations, customer journey, segmentation, forms, copy, and performance.
✓ Personalized Strategy Document
A detailed breakdown of findings, opportunities, and recommendations tailored specifically to your brand.
✓ 90-Day Roadmap
A clear, prioritized action plan showing exactly what to focus on over the next three months.
✓ Strategy Review Call
We'll walk through everything together so you leave feeling confident about your next steps.
✓ 48 Hours of Follow-up Support
Questions always come up after strategy sessions—I leave space to answer them.
Your Investment
Audit + Roadmap —
$450
Perfect for founders who want a clear roadmap and plan to implement it themselves.
Includes:
✓ Discovery session
✓ Complete lifecycle audit
✓ 90-day roadmap
✓ Strategy review call
✓ 48 hours of support
Strategy + Implementation - Price will vary
For founders who want to hand everything over.
After the audit, I'll recommend the best next step based on your goals—whether that's a one-off implementation project or ongoing lifecycle support.
Every proposal is tailored to your business, ensuring you receive exactly the level of support you need.
Looking for a lighter starting point?
If you're not quite ready for a full audit, the Email Clarity Hour is a great first step.
It's a focused strategy session where we'll work through your biggest lifecycle challenges together and create a clear plan for what comes next.
Sometimes one conversation is all it takes to uncover your next best move.
FAQs
How long does the lifecycle intensive take?
From our discovery call to delivery of your strategy document, the full process typically takes about one week.
What platforms do you work with?
I work primarily with HubSpot, Klaviyo and MailChimp, but I can adapt to most major email marketing platforms.
What do you need from me?
We’ll have our initial call and then I’ll request temporary access to your email platform so I can review campaigns, flows, and segmentation..
Do you implement the changes?
That’s totally up to you. You can either take the roadmap and implement the changes yourself or I can do them for you!
Do I need to provide content or images?
Yes, yes, yes!! This is going to make our partnership so much smoother. If you already have branded photography or assets, I’ll use them. If not, I can source royalty-free images or recommend a designer/photographer for custom visuals.
Can we keep working together after the intensive?
Absolutely! Many clients choose to move into a monthly retainer for ongoing strategy, campaigns, and optimization once they see the results of the audit.