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Need a quick win? We can help.

Our standalone Lifecycle Projects are designed to deliver
strategic clarity and real results in just 4–6 weeks.

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Whether you're looking to identify low-hanging fruit, better utilize your tools, or finally tackle that lifecycle pain point that’s been slowing you down, we’ll help you pinpoint where to focus and provide a high-impact deliverable your team can use right away.

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With deep in-house and client-side experience, we know how to drive meaningful, measurable, incremental progress without a heavy lift on your end. It's the perfect way to start seeing value—fast.

Need a quick win? We can help.

Lifecycle project: noun

A short-term engagement that delivers strategic clarity, measurable wins, and momentum for long-term growth.

Customer Journey Audit

Discover the Full Potential of Your Customer Experience

Our Customer Journey Audit gives you a clear, visual map of every key touchpoint your customers encounter—from acquisition through retention—so you can spot gaps, remove friction, and build a more cohesive, effective experience.

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This audit is both a strategic deep dive and a powerful alignment tool. It gives your team a clear, shared view of your current lifecycle—and highlights immediate opportunities to make it stronger. It's especially helpful for onboarding new hires, getting leadership buy-in, and breaking down cross-team silos.

Timeline

4-6 week project from kickoff to final roadmap

What we'll need to get started

  • Access to your Customer Engagement Platform (CEP)

What you get

  • Detailed Action Plan

  • Clear, Visual Roadmap 

  • Prioritized Initiative List

Strategic Roadmapping

Chart a Clear Path Forward– Fast

When you’re facing a complex challenge, exploring a new opportunity, or trying to get your team bought into a strategic plan, it can be hard to know where to start.

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That’s where our Strategic Roadmapping engagement comes in. In just six weeks, we’ll help you define your goals, map your milestones, and create a clear, actionable plan to move forward with clarity and confidence.

Timeline

4-6 week project from kickoff to final roadmap

What we'll need to get started

  • Access to your Customer Engagement Platform (CEP) and analytics tools (if applicable)
     

  • Availability from key stakeholders across tech, marketing, branding, and lifecycle teams for short interviews and workshops

What you get

  • Detailed Action Plan

  • Clear, Visual Roadmap 

  • Prioritized Initiative List

Martech Audit: Get More Out of the Tools You Already Use

Empower Your Team To Work Smarter, Not Harder

Most teams are only using a fraction of what their Customer Engagement Platform (CEP) can do. Features get overlooked, data gets messy, automations get bloated—and before you know it, conversion and growth can start slowing down.

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This audit provides you with a focused, actionable report that helps your team clean up your platform, optimize automations, and unlock missed opportunities. In just a few weeks, we highlight what’s working, what’s underutilized, and where to focus next—so you can unlock more value from the tools you already have, without a major investment or replatforming

Timeline

4-6 week project from kickoff to final report

What we'll need to get started

  • Access to your Customer Engagement Platform (Iterable, Braze, Klaviyo, etc.)

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  • Any supporting analytics dashboards, reports, or documentation you’re able to share

What you get

  • Detailed Insights Report - Example 

  • Executive Summary of key findings 

  • Prioritized Action Items

Verbose Email Design Systems

Build Better Emails, Faster

Keeping up with the pace of lifecycle marketing is hard when every email has to be built from scratch. That’s why we created the Verbose Email Design System (EDS)—a modular, Figma-based toolkit that helps your team move faster, stay consistent, and collaborate more easily.

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Your EDS is built specifically for your brand, with flexible components and ready-to-go modules that make it simple to design high-performing, beautiful emails. Of all our standalone projects, this is the one clients most often call a game-changer for scaling lifecycle efficiently.

Timeline

6 weeks

What we'll need to get started

  • References of your existing emails

  • Brand direction materials

What you get

  • Email module Strategy 

  • Custom Design Solution 

  • A ready-to-use Figma Design System

  • Custom HTML Builds (if needed) of all the modules

AI Decisioning

Accelerate Testing, Unlock Insights

Imagine compressing 4 years of testing into just 1 month. That’s what’s possible when you apply AI strategically.

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Our AI Decisioning Package gives your team the strategy, structure, and systems to scale AI-powered testing with confidence. Think of it as your blueprint for smarter, faster experimentation—with guardrails in place to ensure trust and mitigate risk.

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This is ideal for teams that:

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  • See the potential of AI but want the right controls in place

  • Operate with limited creative or strategic bandwidth

  • Want to stay ahead of the curve on AI trends and capabilities

 

It’s a foundational toolkit for teams ready to run always-on experiments and turn AI into a trusted testing partner.

Timeline

  • 12 Weeks

What we'll need to get started

  • Examples of current email campaigns

  • Brand guidelines and directional materials

  • Access to key stakeholders to align on business goals

What you get

  • A robust Lifecycle Strategy aligned with your goals

  • Clear Guardrails & Governance for safe and effective AI use

  • A Modular Email Design System built for scale

  • A flexible, AI-ready Testing Framework to support rapid experimentation

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