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Email Consulting

Lifecycle, deliverability, and the customer data underneath — email as a revenue channel, not a send calendar.

Overview

How I approach this work

Email is usually the last channel to get strategic attention and the first one blamed when revenue is soft. The symptom gets framed as creative — subject lines, send times, a template redesign — when the constraint almost always sits further back: a CRM and an ESP that disagree about who a customer is, segments defined by list membership rather than lifecycle stage, and journeys built once at launch and never revisited against how people actually buy. Copy is the cheapest thing to change and rarely the thing holding the programme back, so it is not where I start.

The foundation is customer data and consent — what the CRM holds, what the ESP holds, whether the two agree, and whether identity resolution survives someone buying on a different address than they subscribed with. Segmentation sits on top of that, built on lifecycle stage rather than list membership, so acquisition, activation, retention, dormancy and win-back become addressable states instead of one-off campaigns. Then the journey mapping: top-of-funnel nurture that has to earn attention before it asks for anything, mid-funnel consideration sequences where objections get handled explicitly, and the post-purchase and bottom-of-funnel flows where most recoverable revenue actually sits — onboarding, browse and cart abandonment, replenishment, renewal, and reactivation. Deliverability runs underneath all of it: authentication, sender reputation, complaint and bounce thresholds, inbox placement. None of the strategy above matters if the send lands in spam, and transactional mail damages reputation just as quickly as marketing mail when it is run as a separate system by a different team. Campaign management is the operating layer — the calendar, the brief, who approves, and the frequency guardrail that stops one segment being mailed four times in a week. And reporting has to go past opens, which have been unreliable since mail privacy protection began pre-fetching images: click-through, click-to-open, conversion rate, revenue per recipient, and list health over time are the numbers that hold up.

Deliverables

What a typical engagement produces

Concrete artifacts from this kind of work.

Customer data and CRM review
What the CRM and the ESP each believe about a customer, where those records diverge, how identity resolves across purchase and subscription, and what consent you can actually evidence.
Deliverability and authentication baseline
SPF, DKIM and DMARC verified and aligned, sender reputation and complaint rates assessed, list hygiene pass, and a written standard for what has to be maintained rather than fixed once.
Lifecycle segmentation model
Segments defined by where somebody is in their relationship with you — new, active, at risk, dormant, lapsed — with the entry and exit conditions written down so the model stays true as the data moves.
Customer journey map
Every touchpoint across awareness, consideration, purchase, retention and advocacy, with the gaps made visible: the moments that should trigger a message and currently do not.
Lifecycle flows and automation
Welcome and onboarding, browse and cart abandonment, replenishment, renewal and dunning, reactivation — triggered off real state changes rather than fixed-interval drips.
Campaign management system
The operating cadence: calendar, brief template, approval path, and frequency capping — so promotional sends and lifecycle automation stop competing for the same inbox.
Creative and template system
Subject line and preheader frameworks, a modular template library that renders correctly across clients and in dark mode, and accessible plain-text alternatives.
Testing programme
A prioritised test backlog with a defined success metric per test, run at a cadence your volume can actually resolve — so results are read as evidence rather than noise.
Reporting and revenue attribution
Click-through, click-to-open, conversion and revenue per recipient by segment and by flow, plus deliverability and list-health trends — reported against the funnel stage each send belongs to.
Where I start
Customer data and deliverability
Segments built on
Lifecycle stage, not list membership
Reported on
Revenue per recipient, not opens

Related areas

Other parts of my practice that overlap with this one.

Content Consulting

What your content says, whether it persuades, and whether it earns the index.