Get a Customer.io audit

👋 Hey, I’m Brian. I use customer.io for my work with a B2B SaaS client. I love it. Reach out for a customer.io audit and let’s take your lifecycle to the next level.

Brian Sun - Founder of Ottomate

Brian Sun

Founder of Ottomate. Previously in-house at Titan, Opendoor, and Autopilot.

HOW TO MAKE THE MOST OUT OF CUSTOMER.IO

Run A/B tests

Customer.io includes conversion rate tracking with every A/B test. You can get true insight which message versions drive metrics that actually matter, not just opens and clicks.

Experiment with multiple channels

We’re talking in-app messages, push notifications, and SMS. You can create cohesive a experience across every channel, all through one platform and UI.

Annotate automations

You can write sticky notes on their visual workflow builder. This provides context for anyone who looks at or works on your company’s automations in the future. It’s a nice little touch that makes a big difference.

Let’s identify some opportunities in Customer.io to help you hit your lifecycle goals this quarter.
Get my customer.io audit

Customer.io lifecycle challenges

Data model

You need to send the right custom attributes and events to Customer.io to send triggered messages.

You also need to know what each field actually means.

This can lead to a lot of back and forth thrash with your engineering and data science teams.

Cross functional collaboration

Lifecycle touches the work of so many teams.

It can easily lead to a too-many-cooks-in-the-kitchen use of Braze.

Resulting in a disjointed experience for your customers.

I can help you and your internal team navigate these challenges.

Get my customer.io audit