Client Lifecycle Management

The process of guiding clients through distinct stages from initial lead to long-term retention, with appropriate touchpoints at each phase.

Example

An agency maps their client lifecycle into five stages: lead, prospect, onboarding, active, and at-risk. Each stage triggers specific automations—welcome sequences for new clients, check-ins for active clients, and re-engagement campaigns for those showing signs of churn.

Related terms

Lead Generation Client Onboarding Churn Rate CRM (Customer Relationship Management)

Related article

7 Best CRMs for Agencies That Sell Services (2026)
Client Concentration Client Lifetime Value (CLV)

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