Home/Services/Lifecycle & CRM
Klaviyo · HubSpot · Salesforce

The cheapest revenue is the customer you already have.

Trial-to-paid sequences, win-back flows and churn prevention built in Klaviyo, HubSpot and Salesforce. We turn the list you already paid to acquire into recurring, predictable revenue.

FinTech Investment
+$420K
Incremental revenue from users already in the database.
Read the case study
In short
ProDigital360 builds lifecycle marketing and CRM programs in Klaviyo, HubSpot and Salesforce — trial-to-paid onboarding, win-back and churn-prevention flows. Because these customers are already acquired, lifecycle is typically the highest-margin revenue an account has; one FinTech client recovered $420K from its existing list.

Your database is leaking revenue.

You spent real money acquiring every contact in your CRM. Then most of them went quiet — no onboarding sequence, no win-back, no churn trigger. The acquisition cost is sunk; the revenue is just sitting there unclaimed.

Lifecycle marketing reclaims it. Trial-to-paid sequences, abandoned-flow triggers, win-back campaigns and churn prevention — built on the data you already own. No new ad spend required.

It’s the highest-margin channel most accounts have, and the most neglected. One FinTech recovered $420K from a list it had already paid to build.

Inside a Lifecycle & CRM engagement.

The full lifecycle, from first session to win-back.

01

Trial-to-paid sequences

Onboarding flows that move free and trial users to paid before they go cold.

02

Win-back & re-engagement

Triggered campaigns that reclaim lapsed customers — the cheapest revenue you can win.

03

Churn prevention

Behavioural triggers that catch at-risk customers before they cancel, not after.

04

Onboarding flows

Guided first-run sequences that turn signups into active, retained users.

05

Segmentation & RFM

Recency, frequency and value segmentation so every message lands with the right cohort.

06

CRM hygiene & lead scoring

Clean data, deduplication and scoring so sales acts on the right contacts at the right time.

Build the flows that pay every month.

How a lifecycle engagement runs.

Week 1

Audit list & flows

Review list health, existing flows and the revenue currently left on the table.

Week 2–3

Build core flows

Welcome, trial-to-paid, abandoned and win-back sequences built and instrumented.

Week 4

Segmentation & triggers

RFM segmentation and behavioural triggers wired into the CRM.

Ongoing

Test & expand

A/B test subject lines, timing and offers; expand the flows that compound.

Platforms
Klaviyo · HubSpot · Salesforce
Focus
Retention · LTV · win-back
Proof
+$420K from an existing list
Margin
Highest-margin channel

The numbers behind the claim.

Lifecycle & CRM isn't a theory here. This is a live account, verified from platform data.

FinTechNDA
+$420K
Lifecycle revenue · already-known users
FinTech Investment

$420K in incremental revenue from users already in the database.

Klaviyo trigger sequences, win-back flows and churn prevention run against a 180K-user list — revenue reclaimed with zero new ad spend.

See the result

Lifecycle & CRM — your questions.

Straight answers. If yours isn't here, email info@prodigital360.com and we'll write a real answer back.

What is lifecycle marketing? +

Lifecycle marketing uses email and CRM automation to move existing contacts through the customer journey — onboarding, trial-to-paid, retention and win-back — maximising the value of customers you have already acquired.

Which platforms do you work in? +

Klaviyo, HubSpot and Salesforce — including flow build, segmentation, CRM hygiene and lead scoring.

How is lifecycle different from email marketing? +

Email is one channel; lifecycle is the broader strategy across the entire customer journey, often spanning email, SMS and in-app messaging. See our dedicated email marketing service for channel-specific work.

What kind of results does lifecycle deliver? +

Because the customers are already acquired, returns are high. One FinTech client recovered $420K in incremental revenue from its existing 180K-user database.

Do you handle CRM setup? +

Yes — CRM hygiene, deduplication, lead scoring and routing are part of the engagement, not an add-on.

Often paired with this.

Want results like these?

Book a free 20-minute Revenue Leak Audit. We’ll review your campaigns, find the biggest leak, and write you a plan — same week.

  • Free 20-minute call with a senior strategist
  • Written audit summary within 5 business days
  • Clear plan, prioritised by revenue impact
Book a free audit