What is Customer Lifecycle Marketing

Woman at Peer Sales Agency smiling at computer screen.

Not long ago, the typical customer journey was measured in a sequence of three events:

  1. Get excited and buy your service
  2. Become a loyal customer
  3. Get bored or disappointed and stop your service.

Today, organizations are using Customer Lifecycle Marketing to turn short-term customers into long-term advocates. In the world of B2B sales, this requires more than a linear marketing plan that ends after the onboarding process.


Here’s a sample scenario to better tell the story.

Phase 1: Acquire your customer

Your ideal customer starts the journey by searching for a solution to their problem. You show up during their research in the form of a blog article. They’re excited because your content is exactly what they need! Impressed, they sign up for your call to action which includes a video series. They happily provide their contact info because you saved the day—time to continue this budding relationship through a series of informational emails.

Phase 2: Engage your customer

After the emails, your customer tests the waters by signing up for a trial offer. Thanks to the great support from your sales team, the customer buys a yearly commitment. You provide additional value through more tutorials and an onboarding process that helps them transition easily. Since you want them to use your product daily, you provide exceptional outreach to proactively reduce the likelihood that this customer will churn.

Phase 3: Retain your customer

In B2B sales, you have to keep your customer happy and engaged so they’ll renew each year. You keep open lines of communication so you can manage any objections or problems with your product. You seek their input through short surveys and remind them of your loyalty program which comes with some nice rewards.

All this work is paying off because they’re singing your praises through word-of-mouth and written product reviews. You even use them as a case study and offer an affiliate program. This customer is now your defacto sales rep!

Best Practices to Master

To keep your customer in an infinite loop instead of a dead-end linear plan requires multiple touchpoints. This ensures your customer feels valued, which keeps them interested in your content. These best practices can help you reach those goals:


Each page a potential customer lands on could trigger a unique automated message. One message may go to a person who has visited your pricing page but left without buying, and another to a person who has visited your website many times over a short period of time.

Educate during onboarding

Keep the confusion to a minimum by having in-app help messages and tutorials that guide them along the way. A welcome video message will make the new customer feel more connected to your brand, especially if it is coming from the CEO or owner.

Live chat and other help offerings

Your customer wants immediate help which can be offered in the form of live chat or AI-powered chatbots. A searchable knowledge base and forum can add another layer of confidence for the user. Your customers have different ways of learning so offering different ways to find an answer is important.


Review users’ activity to study behavior that will guide you in your messaging. Being proactive can identify churn risks of low users or upsell opportunities for active users. Each phase of the Customer Lifecycle Marketing journey requires different content and strategies. This content needs to speak to the ideal customer you have in mind and provide answers to their questions. All content you create should focus on benefits to the customer, not the services you provide – at least in the first stages of the journey. It can be said that you are never done selling, but it may be more accurate to say you are never done educating and nurturing.

Want to discuss your marketing and sales strategy? Reach out to our team.

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Sara Hanlon

Sara Hanlon is the President and co-founder of Peer Sales Agency. At Peer, she guides clients with sales-focused strategies that unlock revenue and helps them scale. She’s happy to ideate and orchestrate, providing solutions that move the needle.


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