Marketing Automation, CRM, and Lifecycle Marketing
Winning a customer is the beginning of the relationship, not the end. This workshop teaches small teams to nurture and retain at scale using a clean CRM foundation and a focused set of automated lifecycle flows that drive repeat revenue. This class is available upon request and is not offered on a public schedule. Contact us to arrange a session for yourself, your team, or your organization.
Hands-On Training Taught by Experts
Live, Online, Instructor-Led
Skills you can use immediately
This course includes
- Live, instructor led workshop delivered in three 4-hr sessions
- A hands on build of a customer journey map and core lifecycle flows
- Guidance on CRM foundations, lifecycle stages, and clean first party data
- Practical lead scoring, segmentation, and deliverability basics
- Best practices that help you avoid over automation and bad data
- Digital learning materials and take home resources
- Certificate of completion
Most marketing spends everything on getting attention and neglects what happens after. Marketing automation, a customer relationship management system, and lifecycle marketing are how a small team nurtures and retains customers at scale without adding people. Done well, automated lifecycle flows are among the highest return activities in all of marketing. This class shows you how to build that system, guided by an experienced instructor.
The foundation is what makes it work. Your CRM has to be the single source of truth, your lifecycle stages have to reflect reality, and your first party data has to be clean and consented, since poor data is the make or break factor. On that base, a small set of flows drives most of the value, including a welcome series, abandoned cart or browse recovery, post purchase nurture, re-engagement and win back, and lead nurture. Fewer, better workflows outperform dozens of noisy ones. AI can add an intelligence layer on top of these flows, and the deeper agentic work is covered in the AI Agents workshop that follows this one.
You will work with your instructor to map a customer journey, set accurate lifecycle stages, build a welcome flow and a nurture flow, set up simple lead scoring and segmentation, and connect email and text to your CRM. You will learn to measure pipeline influence, retention, and lifetime value rather than just opens. The class is hands-on and intensive, and it is designed to make difficult topics easier to understand so you leave with a working system and the judgment to avoid the trap of over automating.
What you'll learn at a glance
- Understand how a CRM, marketing automation, and lifecycle marketing work together
- Map the customer journey across awareness, consideration, conversion, and retention
- Set accurate lifecycle stages and keep first party data clean and consented
- Build the core revenue flows, including welcome, abandoned cart or browse, post purchase, re-engagement, and lead nurture
- Set up simple lead scoring and segmentation that send attention where it counts
- Connect email and text messaging to your CRM as a single source of truth
- Protect deliverability and respect privacy and consent rules
- Measure pipeline influence, retention, and lifetime value rather than just opens
- Know where AI adds an intelligence layer, and where the deeper agentic work is covered next
- Recognize and avoid the common mistake of over automating with too many low value workflows
Prerequisites
There are no prerequisites for this workshop. It is most useful for marketers with some email or CRM exposure who want a real, connected system rather than scattered sends. Basic comfort using a computer and a web browser is all that is expected. Access to your CRM or email tool is useful for hands on practice, and this class pairs well after the Email Marketing workshop and before the AI Agents workshop.
Tuition
Price may vary based on group size.
$695/student
Private, group and organizational pricing options available.
This class is offered upon request. Contact us to schedule a session.
This course includes
- Live, instructor led workshop delivered in three 4-hr sessions
- A hands on build of a customer journey map and core lifecycle flows
- Guidance on CRM foundations, lifecycle stages, and clean first party data
- Practical lead scoring, segmentation, and deliverability basics
- Best practices that help you avoid over automation and bad data
- Digital learning materials and take home resources
- Certificate of completion