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DELIVERY MODULE 2 to 3 weeks

Lifecycle & Retention Automation

Build lifecycle-stage-driven automation for existing customers, covering renewal reminders, re-engagement triggers, inactive contact reactivation, and churn risk flagging.

Delivery module

AU$1,440

2 to 3 weeks

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What this module actually does

Included

Client has automated lifecycle stage progression that moves contacts through defined stages without manual updates.
Renewal reminders and re-engagement triggers fire automatically based on dates and engagement data.
Inactive contacts are identified, segmented, and run through a reactivation attempt before being suppressed.
Account owners receive internal alerts when churn risk indicators are triggered.
A reporting dashboard tracks lifecycle distribution, retention performance, and churn risk volume.

Not included

New lead acquisition or top-of-funnel workflows
Marketing campaign strategy or email content creation
Custom object creation or configuration
Sales pipeline automation or deal-based workflows
Data cleanup, deduplication, or contact enrichment
Ongoing monitoring, managed service, or recurring optimisation
Integration builds (renewal data from external billing systems)
Advanced predictive scoring or AI-based churn models
More than 3 renewal/re-engagement workflows
More than 8 dashboard reports

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot on a Professional or Enterprise subscription, needed before Kickoff and Lifecycle Requirements Gathering
Current lifecycle stage definitions and any existing progression rules, needed before Lifecycle Stage Alignment and Progression Logic
Renewal or subscription cadence (e.g. annual, monthly, per product) and the property that holds each customer's renewal date, needed before Renewal and Re-Engagement Trigger Workflows
Email content for the renewal, re-engagement and reactivation emails, needed before Renewal and Re-Engagement Trigger Workflows
Marketing Hub Professional or Enterprise for customer-facing emails in workflows, needed before Renewal and Re-Engagement Trigger Workflows
Definition of inactive (how long without engagement before a contact is at risk), needed before Inactive Contact Identification and Reactivation Automation
Churn risk signals specific to your business (e.g. support ticket volume, NPS thresholds), needed before Retention Notification and Churn Risk Workflows
Account owners or team members who should receive alerts, needed before Retention Notification and Churn Risk Workflows

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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