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Track 02 — Specialist Engagement

Lifecycle
Marketing
Consulting

I architect and build the retention systems myself: email, SMS, segmentation, and automation, inside the platform, not just on a slide. Project or retainer, for CPG and DTC brands that need the system built and running.

Jason A. Reis, Lifecycle Marketing Consultant for CPG and DTC brands
Who This Is For

Built
Inside the
Platform,
Not on a Slide

Brands reach out with an ESP already in place, but no real segmentation or flow architecture behind it, or email and SMS revenue that's plateaued and needs someone hands-on, not another strategy deck.

I don't hand off a plan for someone else to build. I build the flows, the segments, and the automation myself, inside Klaviyo or your platform of choice.

What's included:

Full lifecycle audit and architecture: welcome, browse and cart abandonment, post-purchase, win-back, and VIP flows.

Behavioral and predictive segmentation built directly in your ESP, not a spreadsheet of ideas.

Deliverability and list health review, so the flows you build actually reach the inbox.

Campaign calendar and execution support alongside the always-on automation.

Reporting tied to retention revenue, not just opens and clicks.

How the Engagement Works

Project First,
Retainer Optional

Every engagement starts with a discovery call and an audit of what's already in place. From there, scope is set around what needs to be built first, whether that's a full lifecycle rebuild or a focused gap: segmentation, deliverability, or a specific flow.

Engagement Type
Project or Retainer
Most start as a focused build and convert to an ongoing retainer once the system is live.
Typical Length
4–8 Week Build
Enough time to architect and launch the full lifecycle, then optimize on real data.
Where I Work
Inside Your ESP
Primarily Klaviyo, alongside Shopify and Adobe Commerce on the ecommerce side.
Common Questions

Before You Reach Out

What does a lifecycle marketing consulting engagement include?

A full audit and architecture of your email and SMS program: welcome series, browse and cart abandonment, post-purchase, win-back, and VIP flows, built on real behavioral segmentation, not just a subject line with a first name.

Do you just advise, or do you build the flows yourself?

I build them myself, inside your ESP. Most consultants hand off a strategy deck. I architect the segmentation logic and build the flows directly in Klaviyo or your platform of choice.

Is this a one-time project or an ongoing retainer?

Both are available. Most engagements start as a focused build, typically four to eight weeks, and convert to an optional retainer for ongoing campaign strategy, testing, and optimization.

What platforms do you work in?

Primarily Klaviyo, alongside Shopify and Adobe Commerce on the ecommerce side. If you're on a different ESP, the segmentation and flow architecture principles carry over.

What size brand is this a fit for?

CPG and DTC brands that already have an ESP in place but whose email and SMS revenue has plateaued, or brands standing up a real lifecycle program for the first time and want it built correctly from the start.

What does this cost?

Pricing depends on scope: a focused flow rebuild is priced differently than a full lifecycle architecture with an ongoing retainer. The fastest way to get a real number is a discovery call or the form below.

Start The Conversation

Let's Talk
About Your
Retention
Program

Tell me a bit about what's in place today and what's not working, and I'll follow up within one business day to set up a discovery call.

Track 01 Fractional Head of Ecommerce — P&L ownership, roadmap, and team leadership.
Track 02 Lifecycle Marketing Consulting — email, SMS, segmentation, and automation, built inside the platform.

No spam, no newsletter drip. I read and reply to every inquiry myself.