Lifecycle Audit and Retainer Scoping (Onboarding)

Lifecycle Audit and Retainer Scoping (Onboarding)

1. 01

   Map the client's current lifecycle stages and identify gaps

   Review existing automated flows and manual touchpoints across acquisition, onboarding, engagement, and winback. Note where behavioral triggers are missing or where messaging is generic.

2. 02

   Assess data quality and segmentation readiness

   Check for duplicate records, incomplete profiles, and whether event tracking is properly implemented. Clean data is a prerequisite for any meaningful personalization.

3. 03

   Evaluate the existing tech stack for integration capabilities

   Determine which platforms (e.g., Customer.io, Iterable, Stamped) are in use and how well they connect with the client's CRM, ecommerce, or product analytics. Identify data silos that will block unified journeys.

4. 04

   Quantify revenue impact of current lifecycle performance

   Pull metrics like repeat purchase rate, churn, and winback conversion to establish a baseline. Use this to project the financial upside of optimization, which will anchor your retainer proposal.

5. 05

   Define a phased optimization roadmap with quick wins first

   Prioritize fixes that require minimal effort but deliver measurable results, such as fixing a broken welcome flow or adding a post-purchase email. Sequence larger initiatives like loyalty programs for later phases.

6. 06

   Draft a retainer scope tied to recurring deliverables

   Structure the engagement around monthly optimization cycles, including flow audits, A/B testing, and reporting. This positions your agency as a long-term partner rather than a one-off project vendor.

7. 07

   Align on success metrics and reporting cadence

   Agree on KPIs such as retention rate, customer lifetime value, and email revenue per recipient. Set a monthly reporting rhythm that ties your work directly to client revenue outcomes.