Description

Stop sending generic emails. Build a customer journey that actually runs.

Most small teams have a CRM full of contacts and a handful of loose automations. The Lifecycle CRM Playbook is the 20-page working guide that turns that pile into a journey you can see, build and maintain: who a contact is, where they are, what they should hear next, and when a human takes over.

It is not theory. Every section ends in something you fill in, copy or tick off.

What you get inside

• A 20-minute CRM diagnostic to find what is missing before you build anything.
• A trustworthy contact record: the fields worth keeping, consent notes, and lifecycle states written as clear rules.
• Message-by-message templates with example wording for welcome and onboarding, nurture, and retention, renewal and reengagement. Adapt the words, keep the structure.
• Workflow and automation diagrams, including a lead-to-customer journey drawn out step by step, so you know exactly what to build in your CRM.
• A handoff plan for the moment automation should stop and a person should step in.
• A dashboard layout to measure movement between stages instead of vanity numbers.
• The lifecycle brief and journey audit, two fill-in sheets you can reuse for every new journey.
• A worked example for a small service business. It is an illustrative walk-through, not a client result.
• A 30-day build order and a pre-launch checklist, so you ship one journey at a time and launch with confidence.

Who it is for

Founders, marketers and small teams who already have a CRM and want it to do real work, without hiring an agency or buying another tool.

Why buy it

One clear path from messy contact data to working journeys, written by Marc Genin, CRM and lifecycle marketer. Instant PDF download, 20 pages, one price: 15 EUR. Use only what fits your business.