D BLOK

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Describe the current situation and expected outcome.

TRAINING / EN

CRM & Lifecycle Training

Segmentation, channel orchestration, automation, onboarding, retention and reactivation.

Who is it for?

CRM, growth, product and customer experience teams

TRAINING

Delivery details

Duration
Three hours, a full day or two days.
Group size
6–20 participants.
Languages
Turkish or English.
Format
Online or in person.
Document and materials
Participants receive a D BLOK attendance document and the training materials.
Proposal process
We first use a 30-minute call to confirm the team, level and intended outcome. We then send a written scope and proposal.

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.

How the course works

Online or in person, using the company’s current journey, event design and automation examples.

Training modules

  1. 01Customer lifecycle
  2. 02Segment and event design
  3. 03Email, SMS, push and in-app
  4. 04Automation and orchestration
  5. 05Testing, measurement and optimisation

After the training

What can the team apply after the course?

  1. 01Define lifecycle stages and the business goal of each stage
  2. 02Build usable segments from data and behaviour rules
  3. 03Plan channel roles, sequence and contact frequency
  4. 04Design automations with triggers, content and exit rules
  5. 05Measure CRM against activation, sales and retention rather than engagement alone

Course outputs

  • Lifecycle and channel plan draft
  • Automation brief template
  • CRM measurement checklist

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.

CRMCRM & LifecycleTRAININGMeasurement & Data TrainingOPSMarketing Operations

TRAINING

Define the training scope.

After a 30-minute call, we send a written scope and proposal based on the team, level and intended outcome.