CRM & Lifecycle Training
Segmentation, channel orchestration, automation, onboarding, retention and reactivation.
Who is it for?
CRM, growth, product and customer experience teams.
Level
Intermediate to advanced for teams familiar with the core concepts. Content is adapted for B2B or B2C.
Prerequisite
Familiarity with customer journeys, campaigns or core CRM concepts is expected. Experience with a specific CRM platform is not required.
Format
Online or in person, using the company’s current journey, event design and automation examples.
Planning
Three hours, a full day or two days; 6–20 participants; Turkish or English; online or in person.
Training scope
Customer lifecycle. Segment and event design. Email, SMS, push and in-app. Automation and orchestration. Testing, measurement and optimisation.
What will the team apply after the training?
Participants keep: Lifecycle and channel plan draft, Automation brief template, CRM measurement checklist.
Define lifecycle stages and the business goal of each stage
Build usable segments from data and behaviour rules
Plan channel roles, sequence and contact frequency
Design automations with triggers, content and exit rules
Measure CRM against activation, sales and retention rather than engagement alone
Experience in numbers
Compiled from brands worked with as an advisor, in-house executive and mentor.
Regions
Business models
Working process
Review the situation
We review the goal, available data, team and current decision process.Define the scope
We set the decisions, owners and measures that affect the business outcome.Execute and track
We run the plan against dates and owners, then measure the result.Common questions
Is the training tied to a specific CRM platform?
No. The principles are platform-independent. If the company uses Customer.io or another platform, examples can be adapted to that setup.
Can B2B and B2C teams attend together?
Yes, although pipeline and lifecycle examples differ, so the scope is balanced around the participants.
Does the training include implementation?
It covers system design and operating decisions. Technical implementation can be planned as a separate working assignment.
What does the team leave with?
A practical draft of priority segments, flows and measurement requirements for its own lifecycle.
Related training and services
Let’s define the training scope.
After a 30-minute call, we send a written scope and proposal suited to your team.
deniz@dblok.co