Fractional Lifecycle & Retention Strategy

I help subscription and engagement-driven companies improve onboarding, activation, and retention through clearer lifecycle systems and scalable engagement strategy.

Previously:

• Drove $7M+ in incremental and annualized lifecycle-influenced revenue
• Increased retention revenue 4x through subscriber journey redesign and lifecycle optimization

Lifecycle audits • Strategic advisory • Fractional support

where teams typically
get stuck

lifecycle channels operate in silos

Email, SMS, push, and product messaging evolve independently instead of supporting a cohesive engagement journey.

onboarding feels overwhelming

Users sign up, but activation stalls because onboarding lacks clarity, progression, or momentum.

engagement drops after initial activation

Users complete early actions but fail to develop consistent return behavior over time.

retention programs don’t scale

Teams outgrow campaign-by-campaign execution and need more operational lifecycle structure.

ways i support teams

engagement & retention systems

Lifecycle architecture, onboarding redesigns, progression frameworks, and cross-channel orchestration.

I help teams move beyond isolated campaigns toward connected lifecycle systems designed to support activation, engagement, re-engagement, and long-term retention behavior.

This includes behavioral segmentation, messaging frameworks, progression strategy, channel orchestration, and scalable operational systems that support consistent user return patterns over time.

lifecycle audits

Short-term strategic engagements focused on onboarding, retention, and lifecycle friction.

I help teams identify where onboarding loses momentum, where engagement stalls, and where lifecycle journeys create friction instead of return behavior.

Audits typically include journey mapping, channel analysis, reporting review, and prioritized recommendations tied to activation, retention, and operational scalability.

fractional lifecycle strategy

Ongoing strategic support for teams that need senior lifecycle leadership without a full-time hire.

I partner with teams to shape onboarding strategy, lifecycle architecture, experimentation roadmaps, and cross-functional prioritization around activation and retention goals.

This often includes aligning product, marketing, analytics, and CRM execution around shared activation and retention goals while helping teams build faster experimentation workflows, more adaptive engagement systems, and scalable lifecycle operations supported by AI and automation.

strategic lifecycle work

Examples of lifecycle strategy and retention work across subscription, behavioral health, and growth-stage tech.

RETENTION TRANSFORMATION

Expanded lifecycle engagement from email into a coordinated multi-channel retention ecosystem

transforming retention into a multi-channel lifecycle system

Built and scaled Chegg’s lifecycle retention program from an acquisition-focused email system into a connected engagement ecosystem supporting onboarding, re-engagement, churn prevention, and long-term user retention.

EdTech Subscription • Retention Strategy • Multi-Channel Lifecycle • Organizational Scaling


PREDICTIVE LIFECYCLE

Improved churn recovery by 1.75x through predictive lifecycle targeting

Operationalizing Predictive Churn Prevention

Translated predictive churn scoring into scalable Braze lifecycle journeys designed to identify at-risk users earlier and trigger targeted recovery engagement across channels.

Predictive Lifecycle • Retention Marketing • Braze • Behavioral Targeting


LIFECYCLE AUDIT

Reduced onboarding friction by redesigning enrollment progression and channel orchestration

Restructuring Access-to-Enrollment Lifecycle

Redesigned a digital health onboarding journey to improve engagement momentum, reduce channel fatigue, and create clearer progression paths designed to support long-term return behavior.

Digital Health • Lifecycle Audit • Onboarding Strategy • Engagement Systems

Platforms

about

I’ve spent 14+ years building and scaling lifecycle marketing and retention systems across subscription, eCommerce, education, and growth-stage technology companies. My experience includes roles at Chegg, Madison Reed, and Snapfish, along with work supporting brands like American Express and Yahoo.

Today, I partner with teams that need senior lifecycle strategy support without committing to a full-time hire. My work focuses on improving onboarding, engagement, retention, and customer progression while helping teams build more scalable lifecycle operations, faster experimentation systems, and more adaptive engagement programs through AI-enabled workflows and automation.

Contact

Schedule a 30 minute strategy call to talk through your lifecycle challenges.

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