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A look at the automated lifecycle programs I've built to drive acquisition, engagement, and retention — from healthcare provider recruitment to nonprofit donor journeys. Each program blends segmentation, testing, and marketing automation to turn strategy into measurable growth.
A look at the automated lifecycle programs I've built to drive acquisition, engagement, and retention — from healthcare provider recruitment to nonprofit donor journeys. Each program blends segmentation, testing, and marketing automation to turn strategy into measurable growth.
Case Study 1: Jackson & Coker — Clinician & Client Lifecycle Campaigns
The Journey
The Journey
The Segmentation Strategy
The Segmentation Strategy
Purpose: Nurturing clinicians through a multi-touch, multi-channel journey after a job match — combining email and SMS to drive job board registration and application completion.
Automated a 6-email + SMS sequence triggered by job-match notifications
Used branching logic to personalize follow-up based on engagement, prioritizing high-intent leads
Built a 6-track segmentation system routing contacts by interest level and familiarity with J&C, with evergreen re-engagement paths for cold contacts
Mapped full-funnel channel strategy — paid, search, and referral traffic through stage-specific landing pages to conversion
Converged all paths toward a single goal: completed job board registration, with automatic sales hand-off on high-intent signals
Recognition: Spark Tank Award for innovative, data-driven lifecycle initiatives.
155%
Increase in clinician registrations
350+
Net-new client leads
8
Automated campaigns launched in under 10 months
255%
YoY increase in web leads
Case Study 2: Boys & Girls Clubs of America — Donor Lifecycle & Engagement
Approach:
Built lifecycle messaging across fundraising, awareness, and rapid-response campaigns
Applied audience segmentation using behavioral and engagement data
Implemented DMARC, list hygiene, and preference-center improvements to protect deliverability
Ran continuous A/B testing across subject lines, timing, and content
41%
Increase in overall email engagement
10%
Lift in open rates
4.7%
Increase in Q4 donations via paid social
42.55%→43.88%
Open rate improvement
Case Study 3: BuildDirect — Quote Request Funnel Strategy
Pro Sample-to-Quote Nurture Flow
Pro Sample-to-Quote Nurture Flow
Purpose: Move Pro customers from Sample Request to Quote Request through automated, behavior-triggered email and SMS nurture — closing the gap between sample delivery and quote conversion.
Identified the core problem: only 12% of sample requesters converted to quotes, with 76% receiving no follow-up
Built a segmented lifecycle system across 6 audience stages
Designed a two-part automated flow: time-based main nurture parallel to behavior-triggered SMS retargeting
Defined exit criteria and an instant sales alert on quote request, targeting under-2-hour follow-up
12% → 22%
Sample-to-quote conversion (+83%)
23 → 9 days
Time to quote (-61%)
76% → 0%
No-follow-up rate
+$86K/mo
Projected monthly revenue lift
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