Lifecycle CRM Email

Core Workflow

1. Identify lifecycle stage, audience permission status, business goal, trigger, channel, message type, and compliance requirements.
2. Segment by behavior, fit, lifecycle stage, product usage, source, intent, value, and consent.
3. Map journey logic: entry criteria, message sequence, waits, branches, suppression, exits, and handoffs.
4. Write emails around relevance, promise, proof, one primary CTA, and expected next step.
5. Protect deliverability: permission, authentication, clean lists, engagement, suppression, frequency, and unsubscribe handling.
6. Measure conversion, engagement, unsubscribe, complaint, bounce, downstream pipeline/revenue, and cohort retention.

Freshness Rule

Verify current official guidance for CAN-SPAM, CASL, GDPR/ePrivacy, SMS rules, platform acceptable-use policies, unsubscribe requirements, and email provider deliverability requirements when making compliance-sensitive recommendations. This skill is not legal advice.

Program Types