Lifecycle and nurture orchestration
Move accounts between education, nurture, sales follow-up, and reactivation when their situation changes—not when a timer expires.
How the workflow runs
- 01
Read the account
Combine fit, engagement, activity, commercial status, and current company context.
- 02
Choose the state
Determine whether the account needs education, nurture, seller attention, a pause, or reactivation.
- 03
Coordinate the touches
Keep messages across contacts and channels aligned to the same account state.
- 04
Move on evidence
Change the journey only when new behavior or business context justifies it.
Evidence in, action out.
The operating problem
Fixed nurture schedules ignore account context, fragment the buying committee, and mistime the sales handoff.
How the workflow runs
Evaluate fit, interest, stakeholder breadth, company change, and engagement before selecting the next approved play.
Evidence and inputs
Lifecycle stages, CRM activity, engagement, product milestones, content topics, signals, opportunity history, consent, and suppressions.
Actions and handoffs
Enroll, pause, re-engage, or route accounts as evidence changes, while coordinating messages across contacts.
Operating outcome
Buyers receive fewer irrelevant touches and sales handoffs reflect the account’s actual situation.
Controls for production
Consent, frequency caps, opportunity exclusions, channel permissions, transition rules, content approvals, and owner visibility.
Treat lifecycle as a state, not a timer
Each account moves because its evidence changed: new interest, broader activity, active opportunity, or renewed need.
Company Brain
Keeps lifecycle definitions, consent rules and suppression lists together for coworkers choosing the next nurture play.
Coworkers
Respond to CRM stage or stakeholder changes by preparing an enrollment, pause or sales handoff.
Approvals
Lifecycle owners check consent and account context before a nurture transition takes effect. Run logs track the work.
One intelligence layer from plan to delivery
Faster time-to-insight
Fewer tools needed
Avg. cost reduction
Saved per team per week
Orchestrate lifecycle decisions across channels
Manage CRM data, marketing automation, product, and customer systems; write back enrollment, pauses, handoffs, and reasons for each transition.
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