L
Case Study 01 — Marketing Ops & Automation

Customer
Lifecycle
Journey
Mapping

Focus Marketing Ops · Automation
Scope B2B & B2C · Global
Focus Market UKI Snapshot

The Problem

Our B2B journeys had grown fragmented and outdated, limiting effectiveness, increasing attrition and allowing for inconsistent treatment of users at different lifecycle stages.

This disconnected experience meant we were missing opportunities to respond to intent in real time — the legacy journeys were not aligned to our current offerings.

The potential to jeopardise the brand, strain client relationships, and forced the business to invest additional effort in nurturing and converting leads — creating process inefficiencies, elevated costs, and ultimately reduced ROI through wasted time, higher attrition, and increased demand for new client acquisition.

Customer lifecycle journey map

The Approach

Undertook a full audit of all current B2B and B2C emails, reviewing brand and commercial objective, audience logic, content and messaging, functionality and performance.

Assessed within the lifecycle map framework to understand if any overlap exists, review relevance and discern final proposal status of keep and review or remove.

Presented the review and recommendations to Global and Regional Marketing leadership and Operations Stakeholders for buy-in and sign-off.

Auditing the full email estate — not just the symptoms — was the only way to understand where the real fragmentation was happening.
UKI Market B2B Snapshot
Started with
18 journeys
+ 24 database emails identified
Actions taken
8 consolidated
4 removed · 3 new journeys added
Finished with
8 total
Streamlined, lifecycle-aligned journeys

How It Was Done

Owned audience definition, entry rules and lifecycle alignment throughout. Led journey strategy, design and automation logic end-to-end, designing journeys around clear lifecycle intent.

Led directly
  • Journey strategy, design and automation logic end-to-end
  • Audience definition and entry rules
  • Lifecycle alignment across all journeys
Collaborated with
  • Regional marketing teams
  • Global content, creative and brand stakeholders
  • Sales enablement
  • Technical development support
Example journey intent by stage
  • Welcome: Orient, introduce value, set expectations
  • Lapsed: Re-engage without pressure, test signals of renewed intent
  • Post form submission nurture: Set expectations, provide additional value and convert to MQL
Outcome & Impact
12%
Improve key lifecycle journey conversion metrics by 12% on average compared to control groups over a 4-month period.
Reusable.
Created a reusable journey framework and scalable model for future use cases across the business
Strategic.
Strengthened the role of marketing automation as a strategic growth lever — not just a delivery channel