Email & Lifecycle Automation

I design lifecycle systems that guide users from signup to activation, conversion, and long-term retention. My work focuses on building automated journeys, improving onboarding flows, and creating data-driven triggers that support complex B2B and fintech funnels across North America, Europe, and Southeast Asia.Lifecycle for me is not just about messaging. It is the operational backbone that ensures customers progress smoothly through each stage of their journey.

projects

What I Do

  • Build multi-step onboarding, activation, nurture, and re-engagement journeys
  • Design lifecycle flows that incorporate product usage signals, user intent, and account-level data
  • Improve activation through optimized touchpoints, behavior-based triggers, and targeted messaging
  • Create segmentation frameworks based on cohorts, firmographics, and lifecycle stage
  • Define routing, qualification logic, and lifecycle-to-sales alignment
  • Develop and manage CRM automation across HubSpot, Salesforce, and Pipedrive
  • Use AI-assisted analysis to refine segments, score leads, and identify lifecycle performance gaps
Framework

How I Approach Lifecycle

  • Map the Journey. Define the full lifecycle from signup to activation, PQA (product-qualified action), conversion, and retention. Identify the true behavioral milestones that matter in fintech or long-cycle B2B funnels.
  • Instrument and Structure the Data. Ensure lifecycle events, status transitions, onboarding signals, and routing logic flow correctly across CRM, product analytics, and automation tools
  • Build Triggered Journeys. Design journeys driven by user behavior, firmographics, risk/compliance stages (fintech), and product usage—not static drip sequences.
  • Optimize Activation and First-Value Moments. Identify friction in onboarding, KYB/KYC (fintech), qualification, and first-use experience. Improve the sequence, timing, and context of lifecycle touchpoints.
  • Automate and Scale. Automate predictable workflows, align lifecycle → sales processes, and ensure global consistency across NA/EU/SEA. Use AI to refine segmentation, predict next-best-action, and reduce manual intervention.
Tools
Lifecycle & CRM Get Response, Mailchimp, HubSpot, Pipedrive, Braze, Marketo
Automation & Workflow Zapier, Make.com, Dify, Salesforce Flow, Hubspot Workflow
Analytics & Segmentation GA4, Cohort analysis
AI for Lifecycle Content personalization, routing logic optimzation

Featured Experience

Scaling SMB Outbound Using a Marketing-Led Revenue Engine 

Building a hybrid outbound system powered by marketing infrastructure, data signals, and operational automation 

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Build AI Vetting & Intelligent Routing Engine

I designed an AI vetting engine that serves as the first layer of intelligence in the revenue system.

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More Reading

Affiliate and Referral Growth, Marketing Ops

From B2C Affiliate Experience to Launching a B2B Fintech Affiliate Program

Before joining the team, I had spent several years running affiliate programs in B2C verticals, primarily in the home improvement and clean energy space. That work involved packaging offers, working with affiliate networks, managing traffic quality, and d...

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Email and CRM, Data Automation and AI, Marketing Ops

Scaling a New Product Launch with Marketing Ops Infrastructure

When we started expanding this referral-driven initiative, the biggest risk wasn’t performance.It was data.The project touched multiple teams and systems at the same time. New users were coming in through existing customers, not through standard inbound o...

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Product Lifecycle, Affiliate and Referral Growth

Designing a Referral-Driven Lifecycle Without Breaking Trust

I joined a project focused on acquiring new customers through an existing payment flow. Our import and export customers were already using the platform to pay their suppliers. From the supplier’s perspective, the experience was simple. A payment was sent,...

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Daniel has a great track record in the fast-paced environment and has proven his self as an individual who focuses on multi-tasking while balancing the need s and goals of the company. He is intelligent, willing to learn, and is a hard-working performer amongst his peers at Tolocal. Finally, he does what he says he will do because his word is guaranteed. This is a unique and powerful combination of skills and experience.
- Victor Kao, ​VP of Business Development @ Reward Networks  -

Want to see how I apply growth strategy in real-world projects?

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