Customer Journey Strategy

Strategic Support to Move Your Marketing Forward

Whether you're looking to learn the basics, create customer journey flows, or get personalized strategic guidance, these offerings are designed to help you build more intentional customer experiences through email and SMS marketing.

  • $99

    A step-by-step workbook designed to help you identify your highest-priority customer journeys, map automation logic, and organize your messaging before building flows inside your platform.

    Perfect For:

    • DIY marketers

    • Small business owners

    • Small teams planning new automations

    • Anyone who wants a proven process before building

    Includes:

    • PDF Flow Planning Framework Workbook

      • Journey Mapping Templates

      • Example Customer Journeys

      • Editable Word Version

    Get the Framework

  • $399

    Work one-on-one with Elizabeth to review your customer journey strategy, identify your highest-priority automation opportunities, and create a roadmap for improving the customer experience through email and SMS marketing.

    We'll use the Lifecycle Flow Planning Framework as the foundation for our discussion.

    Perfect For:

    • Businesses wanting expert guidance

    • Teams struggling to prioritize automations

    • Brands looking to improve customer journeys

    Includes:

    • Lifecycle Flow Planning Framework

    • 75-Minute Strategy Session

    • Session Recording

    • Personalized Recommendations

    Book This Session

  • Whether you're new to Mailchimp or looking to improve how you're using the platform, these sessions are designed to help you work more confidently and efficiently.

    Topics May Include:

    • Audience setup and organization

    • Campaign creation

    • Customer journey automation

    • Segmentation

    • Reporting and analytics

    • Email marketing best practices

    Perfect For:

    • New Mailchimp users

    • Small business teams

    • Businesses transitioning to Mailchimp

    • DIY marketers wanting expert guidance

    BOOK A MAILCHIMP TRAINING

Not sure which session is right for you?

Start with your goal:
• Want a DIY customer journey planning framework? → Lifecycle Flow Planning Framework
• Want hands-on guidance mapping your flows? → Lifecycle Flow Strategy Session
• Using Mailchimp and want platform guidance + optimization? → Mailchimp Training

Need More Hands-On Support?

If you're looking for audits, customer journey implementation, ongoing consulting, campaign management, or a fully customized email and SMS strategy, explore our full range of services.

Explore Full Services

Words From Our Clients

  • “Elizabeth’s guidance cut through the fog of process and technology and made email finally make sense. Her insights come from real experience — I highly recommend her.”
    — Jim Sterne, Founder of the Marketing Analytics Summit

  • “Highly professional, extremely knowledgeable, and a delight to work with. She helped us maximize our reach and grow through thoughtful, targeted emails.”
    — Co-Founder, California Pizza Kitchen & Rocca Pizza

  • “I didn’t want someone to just do the job, I wanted to also learn along the way. Elizabeth was patient, clear, and helped me build a beautiful automated journey. Highly recommend.”
    — Shanna, Pet Potion

 FAQs

  • Yes. The Lifecycle Flow Strategy Session is designed for hands-on support planning your customer journeys, mapping lifecycle flows, and organizing automation logic before implementation.

  • Yes. The DIY framework, training, and strategy sessions are designed to give you a clear entry point based on the level of support you need.

    We also offer full-service options that may include audits, customer journey strategy, campaign planning, automation implementation, and ongoing email and SMS marketing management.

    If you are looking for a more full-service option, please reach out to discuss your goals and next steps. If full-service support is the right fit, please book a discovery session here.

  • We primarily work with Mailchimp and Klaviyo, but also work in Shopify Email, Toast POS, ActiveCampaign, Constant Contact, Brevo, and other email and SMS marketing platforms.

    With over 25 years of marketing experience, I have worked across a wide range of platforms and tools, allowing me to focus more on customer journey strategy and lifecycle marketing best practices rather than any single platform.

  • Only for the Lifecycle Flow Strategy Session, where you’ll receive a short pre-session worksheet.

  • Yes. All sessions include a full recording so you can revisit the guidance anytime.