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Service · Lifecycle Automation

Journey design from inquiry to alumni.

Lifecycle automation that maps the entire enrollment funnel and connects to the lifecycle after it. Awareness, inquiry, application, yield, enrolled, retention, alumni. Each stage gets a measurable outcome, a segmentation strategy, and an AMPscript journey that doesn't fall back to silent defaults.

The problem

Most journeys are touch sequences, not journeys.

A four-touch welcome series isn't a journey. A real lifecycle journey segments on intent, branches on engagement signals, integrates with the SIS and the CRM, and produces a measurable outcome at each stage. Programs that miss enrollment numbers usually have plenty of email going out. They just have no journey holding it together.

How we work

A repeatable four-step methodology.

01

Funnel mapping

Every stage from awareness through alumni, with the measurable outcome for each and the data dependencies each stage needs.

02

Journey architecture

Multi-touch journeys with segmentation by program, decision-stage, financial-aid status, and engagement signals. Branching logic documented end to end.

03

Build in SFMC or Pardot

Journey Builder canvases, Engagement Studio for Pardot, AMPscript or merge logic, integration with Slate or the SIS. Tested in staging before promotion.

04

Optimization loop

Subject-line tests, audience tests, content tests, sequenced. Each test has a hypothesis. Results feed back into the next quarter's roadmap.

Deliverables

What you receive.

  • Funnel map with measurable outcome per stage
  • Documented journey architecture (LucidChart or Whimsical)
  • Journey Builder or Engagement Studio canvases in production
  • Branching logic and AMPscript reference documentation
  • A/B testing framework with sequenced hypotheses
  • Persistence reporting tied to journey engagement

Built on the platforms higher ed actually runs

Salesforce Marketing Cloud Journey BuilderPardot Engagement StudioSlateSalesforce CRMLucidChart

Frequently asked

What buyers ask before they sign.

Next step

Bring the program. We'll talk specifics.