Increase automatic revenue with always-on messages
for your entire customer journey
Consulting. We’ll help you move your conversion, retention, and expansion metrics.
Get a lifecycle audit
Definition
Lifecycle is the automated messages you send at key moments in your customer journey with email, push, SMS, and in-app messages. If you haven’t invested in lifecycle yet, you have automatic revenue left to unlock by building and optimizing every flow. Stop leaving money on the table.
Tran
Dennis
Jason
Case study
True Botanicals recovered abandoned checkouts, refilled orders at scale, and converted High Spenders.
View case studyConsulting
You’ll work directly with Ottomate’s founder, Brian Sun, who’s done lifecycle for over 10 years across SaaS, fintech, real estate, e-commerce, and travel. Get a hands-on Head of Lifecycle.
Brian Sun
In-depth audit
We dig in to see where your existing lifecycle stands, and surface opportunities to drive conversion, retention, and expansion for your business.
Strategy & roadmap
We craft a strategy and roadmap focused on proving ROI as soon as possible and optimizing every touchpoint, so your customers have the best experience.
Execution
We do the implementation work directly in your existing marketing automation tool, and integrate with your internal team to execute.
Training
Invest in your internal team or uplevel your own lifecycle skills.
Inquire about trainingShort-term engagements, Brian trains in-house teams to start and run their lifecycle function like a well-oiled machine.
Training courses and playbooks. Learn lifecycle strategy and execution to grow your company. Coming soon.
Testimonials
I was Brian’s manager for three years at Opendoor. He’s laser focused on understanding the customer’s journey inside and out, and skilled at shipping complex lifecycle projects with multiple teams and stakeholders. If you’re looking to invest in lifecycle, Brian is your guy.
Joey Soriano
I've learned so much from working with Brian. We partnered together on lifecycle projects and it’s opened up my eyes to how we can elevate our email creative offering to our clients.
Chapin Herman