Service · CRM & Lifecycle
Lifecycle marketing for the full funnel.
Email, SMS, push, and in-product messaging orchestrated as one lifecycle engine. Built on Klaviyo, Braze, Iterable, HubSpot, Customer.io, Postscript, or Attentive — wherever you live, we ship.
What we run on
The stack.
Certified, fluent, and shipping production work on every tool below. No theoretical knowledge — only platforms we've built programs on.
Klaviyo
Certified · DTC focus
Braze
Certified · Enterprise
Iterable
Certified · Cross-channel
HubSpot
Certified partner · B2B
Customer.io
Workflow-first
Postscript
Shopify SMS
Attentive
Multichannel SMS
Salesforce MC
Enterprise migration
Hightouch
Reverse-ETL backbone
Stripo
Template design system
What you receive
Things that ship.
Concrete outputs, not slide decks. Each one shows up in your stack and your inbox — never as a PDF.
48 hours
Lifecycle audit.
List growth, campaign performance, total CRM-attributed revenue, forecasts, and three-to-five opportunities sized in dollars. Built from your live data, never a template.
Always-on
A live portal.
Migration tracker, daily delivery, attributed revenue trend, lifecycle map, data spec, roadmap. Visible end-to-end.
Week 2-8
Flow library.
Welcome, post-purchase, replenishment, win-back, loyalty — wired on your platform. Exported as MJML or platform-native. Yours to keep.
Weekly
Readouts that read.
What shipped, what moved, what's next. Email or Loom. Always under 5 minutes.
A sample audit
Built in 48 hours, not 2 weeks.
Every CRM engagement opens with a live-data audit like this one. Synthetic numbers shown — the shape is real.
24–48hr turnaroundSample audit.Where the revenue is hiding.
BRCG's audit is a 24-to-48-hour read on your lifecycle program — list growth, campaign performance, CRM-attributed revenue, and the three opportunities worth more than the rest combined. Built from your live data, not a template.
Lifecycle drives 17.4% of revenue. The benchmark for this category is 25–35%.
List growth dropped 91% from its summer peak. Three flows carry 78% of program revenue — and one of them is the welcome series, which is converting at 2.1% against a 4–6% bar. The headroom is the audit.
CRM-attributed revenue · forecast
What you're running today. What it could be.
The current 26-week actual, the baseline 12-month forecast at today's cadence, the same forecast with the audit opportunities shipped, and the gap to the category benchmark.
01
Total CRM-attributed revenue · 26-wk window
$6.6M
Shopify-native tracking + ESP-attributed sends · live API read
02
12-month forecast at current cadence
$13.2M
Baseline extrapolation · before opportunities
03
12-month forecast with audit opportunities shipped
$19.4M
+$6.2M upside · sized per opportunity below
04
Lifecycle share of total revenue
17.4%
Benchmark 25–35%. The audit identifies the gap.
§ 01
List growth
Acquisition has collapsed. It looks like backfill, not growth.
Net new subscribers fell 91% from the July peak. The shape of the curve matches a one-time historical import, not ongoing acquisition. The organic store has zero list-build infrastructure standing today.
Subscriber acquisition
Source mix · last 30 days
§ 02
Lifecycle campaign performance
Disciplined weekly cadence holds. Mass blasts kill revenue per recipient.
Steady newsletters convert at $0.80–1.07 RPR. The promo blasts that double send-volume return less than 15% of the cadence-floor RPR. The juice is in restraint, not reach.
Engagement averages
Revenue per recipient
Biggest opportunities · sized
Four bets that close the gap. Not one-size-fits-all.
The audit ends with the three-to-five opportunities sized in dollars + shipped within the first 60 days of the engagement. Built for this client's stack, not a template.
Rebuild welcome series · 5-touch
Current welcome converts at 2.1% against a 4–6% bar. New sequence: brand story, social proof, bestseller spotlight, first-purchase incentive, FAQ. Ship week 2.
Stand up organic-store list-build
Sister store has zero list capture today. Build popup + quiz + checkout opt-in. Backfill 6 months of order history into the lifecycle program.
Replenishment flow · predictive
1.4M of the 1.72M list has at least one prior order. Build replenishment trigger firing X days before predicted reorder date. Per-SKU intervals.
Win-back · 60d / 90d / 180d
Currently zero win-back automation. 87K subscribers lapsed in the 60–180d range. Three-touch sequence with increasing offer depth.
TL;DR — six things to know
Migration in flight
Every signal, tracked.
Lifecycle migrations are messy. The status of every event, attribute, and segment is visible end-to-end — never a black box.
Live
3shipping in production
Rolling out
3warming up
Legacy
2static, scheduled to retire
Planned
2queued for next sprint
Built, not borrowed
The flow library.
Twelve+ template families organized by lifecycle stage. Each one built from real engagements, tuned per platform. Yours to keep.
Acquisition
First touch · subscribe → first purchase
Welcome series · 5 touches
Brand story, social proof, bestseller spotlight, first-purchase incentive, FAQ.
Browse abandonment
Three-touch sequence with dynamic product blocks pulling from your catalog.
Cart abandonment · 24h / 4d / 7d
Cadenced reminders with progressive urgency. Optional 10%-off final touch.
Activation
First purchase → second purchase
Post-purchase D+3
Set expectations, link care guide, drive UGC. No upsell yet.
Post-purchase D+14
Cross-sell with category-based dynamic product recs.
Replenishment trigger
Fires X days before predicted reorder date. Subject-line tested quarterly.
Retention
Repeat purchaser → loyal customer
Loyalty tier upgrade
Tier-change celebration with new benefits unlocked.
VIP early access
Segment-only product drops 24h before public launch.
Referral prompt
Post-3rd-order trigger with personalized referral code.
Win-back
Lapsed customers · 60+ days inactive
Win-back · soft touch
We miss you, with no offer. Tests whether they re-engage organically.
Win-back · 20% off
Direct offer with limited-time window. Used for D+90 segment.
Sunset / suppress
Final-touch unsubscribe-respectful sunset for D+180 non-openers.
How we work
Phased delivery.
Each phase has a defined output. Nothing ships without one.
Day 1-2
Audit.
Live API read of your ESP, behavior data, and revenue. Free, 48 hour turnaround.
Week 2-4
Migration.
Events, attributes, segments, templates. Parallel-write where it matters.
Week 3-8
Flow build.
Welcome, post-purchase, replenishment, win-back, loyalty, sunset.
Week 9+
Optimize.
Subject-line bandits, send-time AI, predictive segmentation. Weekly readouts.
Full scope
Everything we cover.
- Lifecycle audit: current flows mapped, gaps sized, revenue leakage identified — in 48 hours
- Full flow rebuild: welcome, post-purchase, replenishment, win-back, loyalty, sunset
- ESP migrations: Klaviyo ↔ Braze ↔ Iterable, with parallel-write data integrity
- AI-powered send-time, send-frequency, and dynamic personalization
- Deliverability rescue: reputation, IP warmup, postmaster monitoring
- Live portal: migration tracker, daily delivery, attributed revenue, weekly readouts
Proof
It works.
Get started
Free audit. 48 hours.
No deck, no pitch. Tell us about your stack — we'll reply with where we'd focus first.
Request your free audit.
Built from your live data, not a template. Turnaround under 48 hours.
FAQ
Common questions.
How fast can you start on crm & lifecycle?
Audit ships in 48 hours. Build typically starts in week 2 once the audit findings are signed off, and the first live deliverables go out by week 4 — no quarterly timelines.
Who actually does the work on crm & lifecycle?
The same strategist who runs your audit ships the work. No handoff to a junior team after the pitch. On Discord the operator who designed the self-service CRM architecture was the same person pushing flows to staging. On Rhoback the same operator ran all 50+ Klaviyo A/B tests. Typical BRCG team: 2–3 senior operators embedded directly in your ESP and project board.
Do you require a long-term contract?
No. We work month-to-month. If we're not driving outcomes you should be able to leave clean — we'd rather earn the next month than lock you into one.
What does engagement look like — agency, embedded, or both?
Embedded by default. We work inside your stack — Slack, your ESP, your ad accounts, your project board — like an extension of the team, not as an outside vendor sending decks.
How does pricing work?
Project work is fixed-fee tied to a scoped deliverable. Ongoing programs are monthly retainers — no long-term contracts, no minimums buried in the paperwork. We share ranges on the first call because fit has to work both directions.
In their words
What the teams say.
BRCG led our SendGrid → Braze migration four years ago and they've been our CRM team ever since — campaign ops, experimentation, rebrands, integration planning. Braze is now a real DAU lever for the product, not just transactional email.
Marketing leadership
Zero
Zero
Talk to the people doing the work.
Book a call. We'll create a free audit on your stack — what's working, what's not, what we'd change first.
Book a growth call