01
Onboarding & activation
Clear path to value with behavioral nudges instead of generic drips.
01CRM & Lifecycle
CRM implementation that turns retention into revenue.
Install Customer.io, Braze or Klaviyo with event-based journeys, identity hygiene and deliverability. Activation, habit and win-back get designed instead of left to newsletters.
For SaaS and fintech teams (and ecommerce when retention is the constraint) that already acquire users and need lifecycle systems that protect LTV.
Talk CRM setup →Short call. Bring your CRM, churn reasons, and where activation stalls.Read the CRM playbook
15+ years across performance, CRM,analytics, and growth leadership
bunqBitvavoDymeGuudMaczfit
5%
Retention lift can boost profits 25–95%. Keeping a customer is usually cheaper than buying the next one.
1.5%
Growceanu email conversion after Customer.io architecture (regulated EU crowdfunding).
€50k
Maczfit monthly savings after event-based Customer.io data architecture.
02The problem
Most teams treat CRM like a newsletter tool.
Without structured lifecycle journeys, users drift after signup. Churn rises quietly before day 90, and marketing burns budget re-acquiring people who never activated. Lifecycle marketing is revenue infrastructure: it decides whether a new user activates in the first 7 days, builds a habit by day 30, or churns before day 90.
03Lifecycle system
What a complete lifecycle stack covers.
Onboarding through win-back should share one event model and one measurement cadence. In practice that means stage-level metrics, frequency caps and experiments that compound instead of resetting every quarter.
02
Habit & retention
Usage-based triggers and early churn signals with automated interventions.
03
Win-back & offers
Segmented reactivation timed to predicted value rather than blast discounts.
04
Measurement cadence
Cohort tracking and stage-level metrics your team can run weekly.
04Customer.io
Customer.io Certified Partner implementation.
Maciej is a Customer.io Certified Partner. Work covers implementation and migration, data setup, event and attribute architecture, deliverability, lifecycle automation, QA and team handover. That scope is listed on the public Customer.io partner directory.
- +Event taxonomy and attribute ownership so segments work from day one
- +Person vs object data decisions without duplication
- +Anonymous-to-known handoff, merge hygiene, identifier alignment
- +Domain authentication, reputation and warm-up on ESP migration
05How to implement
How to implement CRM in four steps.
A typical install takes 4–6 weeks: discovery and data audit in week 1, journey design in week 2, build and integrations in weeks 3–4, then optimization tests on subject lines and timing once flows are live.
- Step 01DiscoveryWeek 1
Audit CRM, data and messaging
Map current tools, event quality and consent. Note where journeys already exist versus where users drop.
- +CRM and ESP audit
- +Identity and consent review
- +Priority journey backlog
- Step 02DesignWeek 2
Map lifecycle journeys
Design stage transitions for activation, habit, churn and win-back tied to personas and real product events.
- +Stage definitions
- +Trigger map
- +Message frameworks
- Step 03BuildWeeks 3–4
Implement flows and integrations
Build in Customer.io, Braze, or Klaviyo; wire analytics and warehouse events; QA deliverability.
- +Live flows in your account
- +Data integrations
- +QA + documentation
- Step 04OptimizeOngoing
Test and transfer ownership
Run controlled tests on timing and creative. Train your team and hand over a weekly review cadence.
- +A/B tests
- +Team training
- +Weekly KPI review
06Proof
First-party CRM results.
These are labeled self-published cases on this site. Growceanu (regulated EU crowdfunding) reached 1.5% email conversion and >55% email opening rate after Customer.io work. Maczfit saved more than €50,000 per month after an event-based Customer.io data architecture moved carts and orders off Objects.
Growceanu Customer.io case · Maczfit Customer.io case · All results
Earlier work at bunq, Resumedia and OneFit shaped retention foundations, multi-language reactivation and CRM–acquisition loops.
CRM Implementation Playbook · Checklist 2026 · CLV Calculator · IP Warmup Planner
07Compare
Why this instead of another newsletter vendor.
Agencies often ship campaigns. In-house teams often inherit messy events. This engagement installs taxonomy, identity, deliverability and stage journeys your team can own.
| Newsletter-only CRM | This implementation | Agency lifecycle package | |
|---|---|---|---|
| Event taxonomy + identity resolutionTriggers that fire on real product and billing events. | ✕ | ✓ | ~ |
| Lifecycle stages (activation → habit → churn)D7 / D30 / D90 framing beyond a single welcome drip. | ✕ | ✓ | ~ |
| Deliverability + domain warm-up on migrationSPF/DKIM/DMARC and sending reputation planned up front. | ✕ | ✓ | ~ |
| Hands-on build in Customer.io / Braze / KlaviyoFlows live in your account, documented for your team. | ✕ | ✓ | ✓ |
| First-party case proof on this siteGrowceanu and Maczfit results with labeled metrics. | ✕ | ✓ | ✕ |
08FAQ
Questions founders ask.
/01Which CRM platforms do you work with?+
Customer.io, Braze, and Klaviyo are the primary stack. I also advise when another tool fits better for your data model and team.
/02How is Customer.io work different?+
I’m a Customer.io Certified Partner. That covers implementation and migration, event and attribute architecture, deliverability, lifecycle automation, QA and team handover. Campaign copy is only one piece.
/03How long does implementation take?+
Typically 4–6 weeks for a focused install, longer when data integrations or multi-market consent rules are complex.
/04Do you create content for flows?+
Yes. I provide templates and testing frameworks, and collaborate with your content team for brand alignment.
/05What if our customer data is messy?+
Cleaning and structuring data is part of the work: identity rules, merge hygiene, and a plan to improve quality over time.
/06Can CRM integrate with analytics and product?+
Yes. Integrations with analytics and warehouses keep triggers accurate and reporting decision-grade.
Ready to build your retention engine?
Book a short call. Bring your current CRM, the top churn reasons and where activation stalls.