We implement lifecycle campaigns that turn user activity into revenue—driving purchases, upsells, and long-term value across any GTM motion.
Whether the motion is product-led growth (PLG), sales-led growth (SLG), or a blend of both—LifecycleX campaigns are built to drive revenue across the entire user journey.
We start by digging into user behavior and the systems already in place—then design lifecycle campaigns that meet users where they are—and move them forward.
Think journey-aligned nurture engines, adoption campaigns, upsell flows, and more—all built on repeatable frameworks that scale.
Most sales-led SaaS teams are doing the work to generate leads—but dropping the ball after capture. Leads sit idle. They get passed straight to sales. And they show up to conversations under-informed, unqualified, and unready to buy.
LifecycleX fixes that with journey-aligned nurture engines built around lead activity data.
We build systems inside platforms like HubSpot that capture leads from across the marketing mix—.com forms, demo requests, gated content, paid ads—and route them into CRM dealboards with workflows that drive movement down-funnel.
Every campaign touchpoint is personalized using lead behavior and intent signals.
• Email are triggered based on real-time activity
• Lead scores update dynamically based on engagement
• Workflows route leads to the right next step: more nurture or handoff to sales
This isn’t one-size-fits-all automation. It’s a personalized engine that adapts to how each lead behaves.
The result? Sales gets better-prepared prospects. Marketing drives more impact. And the pipeline becomes a true revenue system.
Free trial signups are hard-earned. SaaS teams invest heavily in acquisition—paid media, content, SEO—to drive free trials. But most fall short on what's next.
LifecycleX bridges that gap with campaigns that turn more free trials into paid subscriptions.
Using Customer Experience Platforms (CEPs), we implement activity data-triggered email, SMS, and in-app campaigns that align with how each user engages during their trial. These aren’t generic nudges. They’re personalized messages designed to drive key actions that lead to conversion.
We typically build:
• Day 1 orientation emails and guided walkthroughs
• Timely nudges based on in-app behavior
• Contextual in-app messages that highlight value moments
• Countdown reminders as trial expiration approaches
• SMS touchpoints that prompt logins or upgrade decisions
All of it adapts based on how the user interacts during the trial. If someone’s activated core features? That journey looks different than someone who hasn’t logged in.
The result is a smarter path to subscribe—designed to meet users where they are and prompt conversion when the time is right.
Most onboarding sequences are one-size-fits-all—linear, time-based, and completely disconnected from how users are actually progressing in the platform.
LifecycleX fixes that.
We build adoption campaigns that align to what users are doing (or not doing) inside the product—using customer activity data to drive timely, relevant messages that accelerate onboarding and long-term value.
These campaigns go beyond the standard welcome series. They adapt to real behaviors and nudge users toward key moments of value, fast.
What we typically implement:
• Milestone-based onboarding journeys (not just time-based)
• In-app messages, emails, and texts triggered by key actions or inactivity
• “Next best action” logic to guide users through setup and feature activation
• Smart nudges to prevent early drop-off or inactivity
The goal: shorten time to value, deepen product engagement, and keep users on-platform long enough to experience the core benefits of their subscription.
Because true adoption isn’t about getting through a checklist—it’s about making sure users actually get what they came for.
Most SaaS platforms offer more than one product or feature set—but few have a strategy in place to actively cross-sell those offerings based on actual user behavior.
Instead, customer data sits idle. And users stick to the one thing they originally signed up for. We turn that untapped opportunity into revenue.
LifecycleX builds cross-sell campaigns that identify gaps in product usage, then deliver personalized outreach—email, SMS, in in-app—to introduce the right add-on, upgrade, or adjacent solution based on what users aren’t using yet.
What we typically implement:
• Campaign logic based on feature usage and subscription status
• Personalized messaging for each cross-sell opportunity
• CEP-powered campaigns that run across email, SMS, and in-app channels
• Dynamic CTAs that match where users are in their journey
Every user receives outreach that feels relevant, not random. That means better engagement—and a lot more expansion revenue.