CRM Consultant for Customer.io, Klaviyo & Braze
Retention is the most overlooked growth lever. I help EU SaaS and scale-ups build lifecycle flows that automate onboarding, prevent churn, and re-engage lapsed users so retention becomes a predictable growth engine.
Why retention needs a CRM consultant
Most companies use email reactively: a newsletter here, a campaign there. Without structured lifecycle journeys, users drift away, churn rises, and acquisition costs burn faster than LTV can catch up. Increasing retention by just 5% can boost profits by 25% to 95%. A CRM consultant designs that system so retention is built in, not left to chance.
Customer retention strategy needs three things: prove value quickly, build habits through smart triggers, and catch churn before it happens. Lifecycle marketing automates these through welcome flows, onboarding sequences, and win-back campaigns. Each stage needs different messaging, timing, and incentives. I help you map those journeys and implement them in Customer.io, Klaviyo, or Braze.
What you get
As your CRM consultant I deliver strategy and implementation that turns retention into a growth engine:
- CRM strategy – Lifecycle and segmentation aligned with your funnel and revenue goals. Behavioral segments, predictive churn signals, and stage-based messaging.
- Implementation – Customer.io, Klaviyo or Braze set up with event-based flows: welcome journeys, onboarding, churn-prevention triggers, reactivation campaigns.
- Deliverability – IP warm-up plans and sending practices that protect inbox placement. I can share an IP warm-up planner when we talk.
- Data governance – Clean event schema and consent handling for EU compliance (GDPR).
Flows are personalized, automated, and integrated with your existing data stack. This is not generic email blasts; it is behavioral segmentation that responds to what users actually do.
My approach
Step 1: Discovery – Audit your current CRM, user data, and messaging. Identify gaps and quick wins.
Step 2: Design – Map lifecycle journeys tied to personas and behavioral triggers.
Step 3: Build – Implement flows in your chosen platform and integrate data sources.
Step 4: Optimize – Test subject lines, timing, and personalization to maximize impact.
Typically 4–6 weeks from kickoff to live flows, depending on data complexity and number of journeys.
Proof of approach
At bunq I worked with CRM and product teams to design lifecycle flows that became the foundation for retention strategy. At Resumedia I set up reactivation campaigns to re-engage users across multiple languages. At OneFit, CRM was integrated with acquisition to create a unified growth loop. I am a Customer.io Certified Partner and bring deep expertise in lifecycle marketing, deliverability, and EU data practices.
Who this is for
This is for companies managing thousands to millions of users who need a scalable retention engine. Whether SaaS, fintech, or e-commerce, if churn is high or lifecycle messaging feels inconsistent, a CRM consultant is the next step. I work with EU-based teams who want event-driven flows, clear metrics (D1/D7/D30 retention, CLV, reactivation rate), and hands-on implementation – not just a deck.
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FAQs
Which CRM platforms do you work with?
I specialize in Customer.io, Braze, and Klaviyo. I am a Customer.io Certified Partner and can also advise on other tools depending on your stack.
How long does implementation take?
Typically 4–6 weeks, depending on data integrations and the number of flows. Discovery and design can be done in the first 1–2 weeks.
Can you help with compliance and privacy?
Yes. I ensure flows are GDPR compliant and help with consent management and data handling for EU audiences.
What if we don't have clean customer data?
I can help clean and structure data as part of the engagement. We identify gaps and create a plan to improve data quality over time.
What's the full CRM implementation service?
The full offering includes deep-dive strategy, full flow build, and ongoing optimization. Book a call to discuss scope.
Get a free CRM roadmap
Book a quick intro call or send me a short brief. I'll review your retention setup and reply with next steps – no fluff, no hard sell.
Book a 30-minute Free Strategy Call
Use this short call to pressure-test your current funnel, ask questions, and see if it makes sense to work together.
Prefer email? Send a short brief.
Share a few details about your product, traffic, and where you think the funnel is leaking. I'll reply personally.