Email. SMS. Chatbot. Loyalty. Every channel, fully orchestrated.

Lifecycle, CRM, Email, and SMS Marketing Built to Maximize Every Stage of the Customer Journey

At Verticals Agency, we build and manage lifecycle and CRM marketing systems that convert first-time buyers into loyal customers, and turn your owned channels into your most profitable growth lever.

Full-Funnel Customer Communication, Built to Perform

We don't just send emails, we engineer retention. Verticals Agency designs, builds, and optimizes the complete lifecycle marketing infrastructure your business needs to maximize customer lifetime value, reduce churn, and turn your owned channels into your most profitable growth lever. From welcome sequences to win-back campaigns, every message is strategic, personalized, and built around your customer data.

Email Marketing
Your email list is one of the most valuable assets your business owns, if it's being used right. We build high-converting email programs from the ground up: audience segmentation, automated flows, broadcast campaigns, A/B testing, and deliverability management. Whether you're on Klaviyo, Mailchimp, or a custom ESP, we optimize every send for opens, clicks, and revenue, not just vanity metrics.
SMS & Text Marketing
SMS delivers open rates that no other channel can match, but only when messages are relevant, timed right, and compliant. We develop consent-first SMS strategies that feel like a value-add to your customers, not an intrusion. From abandoned cart texts to flash sale alerts and post-purchase check-ins, we write, automate, and optimize every message to drive real conversions without burning your subscriber list.
Chatbot Automation
Today's customers expect instant answers and a well-built chatbot delivers exactly that, at scale, around the clock. We design and deploy conversational AI and rule-based chatbot flows across your website, social channels, and messaging apps. From lead qualification and customer support deflection to guided product discovery and upsell sequences, our chatbot builds are engineered to reduce friction and increase conversion at every entry point.
Loyalty Program
Acquiring a new customer costs five times more than retaining an existing one. A strategically designed loyalty program changes the unit economics of your entire business. We design loyalty and rewards frameworks that incentivize repeat purchase, increase average order value, and deepen brand affinity, then integrate them seamlessly with your email and SMS channels so the experience feels connected, not bolted on.
Case Study

See How We Drove a 38% Revenue Lift for Cookies SF Clothing Through Lifecycle & CRM Marketing

Direct and credibility-led: Don't take our word for it, see how Verticals Agency's lifecycle strategy delivered measurable, attributable growth.
View Case Study
Your owned channels should be your most predictable source of growth. We make sure they are.

Why Brands and Artists Trust Verticals Agency With Their Most Valuable Channel

Lifecycle and CRM marketing is where strategy meets execution, and most agencies get one right while missing the other. Verticals Agency brings both. We combine deep platform expertise with a data-driven approach to segmentation, personalization, and automation architecture that scales with your business. We don't build "set it and forget it" programs. We build living systems, continuously tested, continuously optimized, and always aligned to your revenue goals.

Lifecycle & CRM Marketing: Frequently Asked Questions

Still have questions? We're happy to talk through what the right lifecycle and CRM strategy looks like for your business.

We work across all major platforms including Klaviyo, HubSpot, Salesforce Marketing Cloud, Mailchimp, Attentive, Postscript, ActiveCampaign, Braze, and more. If you're already on a platform, we'll optimize within it. If you're evaluating options, we'll recommend the right stack for your business size, goals, and budget.

Some improvements, like fixing broken flows or improving subject lines, can show results within days. A fully built and optimized lifecycle program typically takes 60–90 days to reach meaningful performance benchmarks. Long-term compounding gains from segmentation refinement, list growth, and loyalty program adoption build over 3–6 months.

We handle everything. Verticals Agency's lifecycle engagements include full copywriting, creative direction, design, QA, and deployment. You review and approve, we do the work.

Lifecycle marketing refers to the messages and sequences sent to customers at specific stages of their journey, welcome, nurture, purchase, retention, win-back. CRM strategy is the broader framework governing how customer data is captured, segmented, and activated across all those touchpoints. We do both, and we make sure they work together.

Yes. We offer standalone audits for email and SMS programs that assess deliverability health, flow architecture, segmentation logic, campaign performance, and revenue attribution. It's a strong starting point if you want a clear picture of where you're leaving money on the table before deciding on next steps.

Always. Lifecycle and CRM marketing performs best when it's connected to your paid media, social, and commerce channels. We work closely with the other Verticals Agency service teams, and with your internal stack, to ensure customer data flows properly and that messaging is coordinated, not siloed.