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 [email protected] 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