Customer Lifecyle Marketing
Engage and delight your customers at the magic moments in their lifecycle, with automated, trigger-based workflows that span any system and application.
What is Customer Lifecycle Marketing?
Customer Lifecycle Marketing (CLM) is a strategic approach to marketing that focuses on engaging customers throughout their entire journey with a brand, from awareness to advocacy. It involves personalized messaging, targeted campaigns, and engagement strategies tailored to each stage of the customer lifecycle.
Stages of Customer Lifecycle Marketing:
- Awareness: Attract potential customers through content marketing, SEO, social media, and advertising.
- Acquisition: Convert prospects into customers through lead generation, nurturing campaigns, and compelling offers.
- Onboarding: Ensure a smooth transition for new customers with personalized welcome emails, tutorials, and proactive support.
- Engagement & Retention: Keep customers engaged with relevant content, promotions, and loyalty programs to encourage repeat business.
- Expansion (Upsell & Cross-sell): Encourage customers to purchase additional products or services based on their behavior and preferences.
- Advocacy: Turn satisfied customers into brand advocates who refer others and provide testimonials or reviews.
Why is Customer Lifecycle Marketing Important?
- Increases customer retention by providing ongoing value.
- Improves customer experience through personalized interactions.
- Maximizes revenue by encouraging upsells and repeat purchases.
- Boosts brand loyalty by fostering stronger relationships.
By aligning marketing efforts with the customer journey, businesses can drive long-term growth and maximize the value of their customer base.

How does SlapFive help you plan and execute CLM programs?
SlapFive is the only platform that gives you all the building blocks you need to conduct Customer Lifecycle Marketing programs at scale.
SlapFive’s Customer Lifecycle Marketing Solution:
- Automated Workflows: SlapFive lets you run trigger-based workflows that span multiple systems, including Salesforce, HubSpot, your Customer Success Platform, your Gifting platforms. For example, a customer renewal in Salesforce can trigger an automated workflow that has SlapFive offer the customer an opportunity to share a value outcome and sends them an appreciation gift in Sendoso. This is all orchestrated by SlapFive.
- Campaigns and Pipelines: SlapFive’s Campaign module lets you manage any pipeline or worklist for tracking execution and results of your Customer Lifecycle Marketing initiatives.
- Customer Content: Customer voice content is just as important for earning trust with existing customers to get them to do more as it is with new customers. Capture the voice of your customers who are already using the capabilities and pursuing the use cases that you want more customers to adopt.
- AI Agents: The automated Customer Lifecycle Marketing campaigns you run in SlapFive can be augmented by our many AI Agents. For example, summarize a customer’s response to a remote video capture, generate an email for the next step in a workflow, or derive sentiment from a customer’s response to a prompt.
- Revenue Influence: SlapFive makes it simple to measure the revenue influence of your Customer Lifecycle Marketing campaigns. You can track the influence of customers and their content on expansion campaigns, utilization programs, retention initiatives, and anything else you can think of.
- Pre-defined Customer Lifecycle Marketing templates: It’s tough starting from a blank sheet, so don’t. Be inspired and start from SlapFive’s best practice Customer Lifecycle Marketing templates.
- Community: Many of your Customer Lifecycle Marketing programs may involve peer engagement in your customer community. With SlapFive’s Community Connector, we make it seamless for you to infuse advocacy into your communities and use your communities as a feeder to your CLM program.