Lifecycle & CRM
Master the Buildout
Designing Lifecycle & CRM programs can be overwhelming.
This course will teach you how to simplify the process and stand up entire lifecycle programs quickly & effectively.
Taught by Drew Price
Grammarly, IGN, Yohana, Honeybook, Blinkist, The Home Depot, Apartment Guide, Restream, Speechify
Course Topics
Defining Actionable KPIs, Choosing Lifecycle Lanes, Designing Lifecycle Strategy, AB Testing Do’s & Dont’’s, Copy & Creative Brief Tips, Prioritization Frameworks, Multiple Demos, and more
“Drew is an excellent instructor, and I'm so thankful for him sharing his insights, expertise, and frameworks! As someone looking to audit and revamp a lifecycle program, this course gave me a much-needed grounding in fundamentals and provided inspiration for many projects.”
Mary
Sr. CRM Manager, Skillshare
“Drew's class provided a great framework to build a lifecycle program for any company.”
Travis
Ex. Director, Growth Marketing, LA Times
“Great for getting some practical tips on planning and implementing a new lifecycle program quickly.”
Sarah
Head of Customer Marketing, Hotjar
“A super-focused course and a real privilege to learn from someone with so much experience in lifecycle marketing. The best bit is you can take what you've learned and put it into practice right away. I'd recommend this to anyone working in CRM and the lifecycle marketing space.”
Holly
CRM & Email Consultant
“Drew was an awesome instructor, and I loved his course! He guided us through goals and KPIs across all phases of the lifecycle, as well as actionable ideas that we can implement quickly.”
Irene
Lifecycle Marketing Manager, Quanata
AB Testing Do's & Dont's
•
Defining KPIs
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Demos of Activation, Engagement, Retention, & Monetization Strategy
•
A Fully Customizable Framework
•
High-Tempo Production Tips
•
Ranking Must-Haves vs. Essential Ideas
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AB Testing Do's & Dont's • Defining KPIs • Demos of Activation, Engagement, Retention, & Monetization Strategy • A Fully Customizable Framework • High-Tempo Production Tips • Ranking Must-Haves vs. Essential Ideas •
Topics:
More Innovation, Less Frustration
What’s the biggest threat to Lifecycle Marketers today?
The scope is HUGE and teams are lean. Plus, priorities are always shifting, so driving impact across the entire lifecycle is a moving target.
So, Let's Improve Your Prioritization Habits & Increase Your Tempo
I'll teach you how to design and build a scalable lifecycle marketing foundation across all areas: activation, engagement, monetization, winback, sentiment, etc without losing sight of the big picture.
By Simplifying the Complexity
I'll share practical frameworks and methods that I've developed and used over and over again with clients when building out their programs.
You'll learn how to set success metrics, decide on channels, and then how to effectively force rank your ideas so you are optimizing for true business impact.
And finally, after organizing what needs to be done, we will focus on how to quickly implement all of your ideas in production (without killing yourself) and when and how to effectively run A/B tests to maximize potential learnings and impact.
I’ve converted my 4.6/5 star rated Maven Course to a recorded, self-led version, like a Masterclass. Packed with all the same frameworks, lectures, and demos—take it at your own pace. You can also add on 1:1 time with me (Drew) via the coaching package.
Justin Setzer, Co-Founder & CEO at Demand Curve
“Drew is the most knowledgeable Lifecycle Marketer I’ve ever met. I witnessed his impact at Grammarly and he is our go-to expert at Demand Curve for anything lifecycle marketing related.”
What you’ll get out of this course
Become a Master at Zooming Out and Designing Multiple Lifecycle Lanes (and Channels) at Once
You'll learn a practical & proven approach that Drew uses for his own clients to plot out programs and automations for activation, retention, engagement, monetization, winback and any other lanes you desire, without skipping a beat.
Get Better at Prioritization and Estimating Impact
It's one thing to come up with a bunch of ideas. It's another thing altogether to scrutinize those ideas based on projected level of impact. I'll help you avoid making poor investments and ensure the cream rises to the top.
Stress Test How Quickly Your Team Can Create & Implement a Large Scope of Work
In an ideal world, you have a lead DRI for strategy, copy, design, and implementation. In reality, there could be as few as two-three of you wearing multiple hats. Either way, this course will create a new muscle and help you see what you're truly made of.
Improve Results & Learnings w/Only 10% More Effort on the Creative & Automation Side
There are a few practical, low-effort tips we'll go over that bake in AB testing from the get-go. This approach will increase learnings and help you combine foundation building with optimization in one track of work.
If you or your team are responsible for building and improving any of the following lanes, channels, and metrics at the bottom of the funnel, this course is built for you:
Activation
Engagement
Retention
Monetization
Email, Push, In-Product Messaging, & SMS
Journeys/flows/nudges
If you only focus on one channel (ex: email) and just a single program like a newsletter then please only take this course if you are looking to take the next step in your career and broaden out your understanding of how to attack a much larger scope.
Was this Course Built for You?
This course
will:
Teach you customizable frameworks that can be used for any business
Include instructor-lead demos, using real brands
Push you to focus on the very best ideas/strategy
Give practical tips on where to invest more/less energy
Advise on how to get the most out of your creative team or agency
Include real case studies and examples for AB testing, design systems, and copy docs
Focus on principled decision-making & critical thinking
This course
will not:
Give you a prescriptive playbook that you should copy and paste
Focus on granular tactics, content strategies, or how to build journey flows
Focus on ESP/MAP/Tech Stack tools or recommendations
Focus on why lifecycle marketing is important or define retention, engagement, and monetization for you (come already knowing these concepts)
Go deep on which channels to use and when (this is too contextual to generalize)
✺ FAQs ✺
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Altogether there are 2.5 hrs of course lectures, including the bonus framework video.
The option exercises should take an additional 1-2 hours for most students to complete and are highly recommended (so that you can apply your learnings and the frameworks right away).
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1) Become a Master at Zooming Out and Designing Multiple Lifecycle Lanes (and Channels) at Once
You'll learn a practical & proven approach that Drew uses for his own clients to plot out programs and automations for activation, retention, engagement, monetization, winback and any other lanes you desire, without skipping a beat.
2) Get Better at Prioritization and Estimating Impact
It's one thing to come up with a bunch of ideas. It's another thing altogether to scrutinize those ideas based on projected level of impact. I'll help you avoid making poor investments and ensure the cream rises to the top.
3) Stress Test How Quickly Your Team Can Create & Implement a Large Scope of Work
In an ideal world, you have a lead DRI for strategy, copy, design, and implementation. In reality, there could be as few as two-three of you wearing multiple hats. Either way, this course will create a new muscle and help you see what you're truly made of.
4) Improve Results & Learnings w/Only 10% More Effort on the Creative & Automation Side
There are a few practical, low-effort tips we'll go over that bake in AB testing from the get-go. This approach will increase learnings and help you combine foundation building with optimization in one track of work.
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This course is great for Lifecycle Marketing Managers, Sr. Managers, Leads, and freelancers. As well as adjacent roles.
It’s less about the title and more about your scope. If you are in charge of one or more programs and/or channels and want to learn some practical approaches that you can rinse and repeat for your current role and upcoming gigs, then this course is for you.
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Yes! You will immediately receive a receipt/invoice after purchasing the course.
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Yes!
You will receive your very own lifecycle codex (Drew’s framework for designing Lifecycle Marketing programs). It is a custom Google Sheet and is yours to use forever onward.
You will also be able to access the course recordings indefinitely via the member login that you create when you purchase the course.
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If you consume less than 30% of the course materials and decide that this course is not for you, you can request a full refund w/in 14 days from when you purchase.