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 article
The B2B Customer Journey: What It Is & How to Map It
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