Lifecycle & CRM Strategy
Segments, triggers, lifecycle flows, and retention calendars that connect customer behavior to actual email and CRM sends.
Lifecycle & Email Marketing
Lifecycle and CRM marketing for email programs that need better segmentation, cleaner QA, stronger deliverability guardrails, and reporting people can actually use.
Get in touchI work on campaign calendars, lifecycle flows, ESP migrations, segmentation, deliverability monitoring, email QA, and reporting. My background spans ecommerce, nonprofit, financial services, hospitality, and wine programs.
I use AI where it helps the real work: reviewing email proofs, checking campaign logic, summarizing test results, drafting QA notes, and documenting repeatable processes so they are easier to repeat, review, and hand off.
Segments, triggers, lifecycle flows, and retention calendars that connect customer behavior to actual email and CRM sends.
Campaign production, HTML and template checks, list hygiene, suppression logic, and the routines that keep sends accurate.
SPF, DKIM, DMARC, Google Postmaster Tools, warmups, inbox placement checks, and sender reputation review before small issues turn into larger deliverability problems.
Setup, migrations, flow rebuilds, and integration cleanup across platforms such as Klaviyo, Listrak, Iterable, Customer.io, and SendGrid.
A/B test review, cohort reporting, revenue attribution, pre-send checks, and performance notes that lead to the next decision.
OpenAI, Claude, Make, and Zapier workflows for email QA, deliverability review, test summaries, and production notes with final review staying with a person.
Inspect public email authentication evidence for a domain, including MX, SPF, DKIM, and DMARC, then compare it with browser-only header evidence from a real sent message.
Built and improved welcome flows, retention campaigns, reactivation paths, donor journeys, and reporting routines across ecommerce, nonprofit, and financial services contexts.
Worked through platform transitions, flow rebuilds, IP warmups, list migrations, suppression cleanup, and authentication checks when programs moved between ESPs.
Reviewed SPF, DKIM, DMARC, Postmaster Tools, list engagement, domain warmups, and inbox placement signals for programs trying to protect or recover sender reputation.
Built monthly reporting habits, pre-send QA checks, and test review notes so campaign results and production issues were easier to find and act on.
Built AI-assisted QA and reporting workflows for proof review, spam-risk checks, rendering notes, accessibility checks, and A/B test summaries.
A personal wine collection system for cellar inventory, tasting notes, drink-window tracking, valuation review, and reporting. Built as a separate personal automation project around real collection data.
An automated weather briefing and severe-weather monitoring workflow that turns forecast data into clear daily summaries and practical alerts for personal use.
An email QA workflow for reviewing spam-risk signals, rendering concerns, authentication status, inbox placement checks, and campaign-readiness notes before or after send.
A personal domain and infrastructure project covering static website publishing, custom email setup, email authentication, Cloudflare Pages deployment notes, and public tools for email infrastructure review.
Contact
If you are working on lifecycle flows, email operations, deliverability, migration cleanup, or CRM reporting, send a short note and I’ll reply when I can.