Apply your lifecycle marketing skills to complex, real-world scenarios in both B2B and B2C environments. In this course, you will learn specific strategies for lead qualification and sales hand-off in B2B contexts, and ecommerce conversion tactics in B2C settings using Klaviyo. You will also learn how to identify churn-risk signals in subscriber behavior, build reactivation and win-back programs, and design retention strategies that drive repeat purchase and long-term customer value. You will work across Klaviyo, HubSpot, and Mailchimp to implement growth-oriented lifecycle programs and evaluate their ROI. By the end of this course, you will be able to: execute B2B lifecycle strategies including lead scoring, qualification, and multi-touch nurturing sequences; implement B2C ecommerce lifecycle tactics in Klaviyo; identify churn-risk patterns and launch reactivation email programs; and design retention strategies for both business models. This course includes a project where you build a complete lifecycle retention program.

Strategic Growth & Engagement
Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

Strategic Growth & Engagement
This course is part of Email & Lifecycle Marketeer with AI Professional Certificate Specialization

Instructor: Professionals from the Industry
Included with
Recommended experience
Recommended experience
What you'll learn
Execute B2B lifecycle strategies for lead qualification and sales alignment.
Implement B2C and ecommerce lifecycle tactics for conversion using Klaviyo.
Identify churn-risk signals and launch reactivation and win-back programs.
Design retention strategies that drive repeat purchase and long-term customer value.
Details to know

Add to your LinkedIn profile
June 2026
See how employees at top companies are mastering in-demand skills

Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate

There are 18 modules in this course
This module focuses on analyzing lifecycle funnel performance to identify the growth levers that most strongly influence acquisition, expansion, and retention outcomes. Learners examine how customer movement through the funnel reveals friction points, conversion gaps, and opportunities for lifecycle intervention. Through funnel analysis, lifecycle signals, and applied data interpretation, learners develop the ability to distinguish between surface-level metrics and meaningful indicators of growth potential. By the end of the module, learners will be able to evaluate lifecycle funnel performance and identify where targeted lifecycle strategies can drive measurable business growth.
What's included
2 videos2 readings2 assignments
2 videos•Total 8 minutes
- Expansion Tactics: Upselling, Cross-Selling, and Referrals •4 minutes
- Analyzing Lifecycle Funnel Signals to Select Growth Levers•4 minutes
2 readings•Total 10 minutes
- Identifying High-Impact Growth Levers in the Funnel •5 minutes
- Exemplar for Hands-On Activity: Analyze Funnel Growth Levers Using Lifecycle Data•5 minutes
2 assignments•Total 20 minutes
- Hands-On Activity: Analyze Funnel Growth Levers Using Lifecycle Data•15 minutes
- Knowledge Check: Lifecycle Growth: Funnel Analysis•5 minutes
This module focuses on designing lifecycle growth programs that drive customer acquisition and expansion through strategically timed engagement. Learners explore how referral programs, triggers, incentives, sequencing, and suppression logic work together to create scalable lifecycle campaigns that align with customer readiness and business goals. Through practical workflow design and program planning, learners apply lifecycle growth tactics to realistic business scenarios while balancing conversion opportunity with customer experience. By the end of the module, learners will be able to design lifecycle marketing programs that support qualified acquisition, customer expansion, and long-term relationship growth.
What's included
1 video2 readings2 assignments
1 video•Total 7 minutes
- Setting Up a Referral Program Blueprint•7 minutes
2 readings•Total 13 minutes
- Designing Lifecycle Growth Programs: Triggers, Incentives, and Sequencing •8 minutes
- Exemplar for Hands-On Activity: Design a Referral Email Program •5 minutes
2 assignments•Total 25 minutes
- Hands-On Activity: Design a Referral Email Program •20 minutes
- Knowledge Check: Lifecycle Growth: Acquisition and Expansion•5 minutes
This module focuses on evaluating lifecycle marketing strategies through the lens of ROI, operational scalability, and long-term business impact. Learners explore how revenue attribution, efficiency metrics, scalability constraints, and lifecycle reporting frameworks influence strategic decision-making. Through ROI analysis, platform-based reporting interpretation, and leadership-focused communication exercises, learners develop the ability to assess whether lifecycle programs are generating sustainable growth. By the end of the module, learners will be able to evaluate lifecycle initiatives using revenue-based performance measures and recommend strategies that balance growth potential with operational feasibility.
What's included
2 videos2 readings2 assignments
2 videos•Total 12 minutes
- Measuring What Matters: ROI vs. Volume •4 minutes
- Calculating Lifecycle ROI Across Marketing Automation Platforms•8 minutes
2 readings•Total 10 minutes
- Frameworks for Scalable Lifecycle Growth•5 minutes
- DATA for Role Play: Present a Growth Strategy to Leadership •5 minutes
2 assignments•Total 15 minutes
- Knowledge Check: Lifecycle Growth: ROI and Scalability •5 minutes
- Quiz: Driving Lifecycle Growth•10 minutes
This module focuses on analyzing B2B engagement data to improve lead prioritization and lifecycle decision-making. Learners explore how intent signals, behavioral activity, and engagement patterns influence qualification readiness across longer and more complex B2B buying journeys. Through practical work in HubSpot, learners examine how lead scoring models support marketing and sales alignment while identifying which signals matter most during early qualification. By the end of the module, learners will be able to interpret engagement data, evaluate lead quality using behavioral indicators, and apply lead scoring workflows to support more informed B2B prioritization decisions.
What's included
3 videos2 readings2 assignments
3 videos•Total 13 minutes
- The Complex Journey: Why B2B Lifecycle is Different•2 minutes
- MQLs, SQLs, and the Sales-Marketing Handoff•5 minutes
- Configuring Lead Scoring for B2B in HubSpot•6 minutes
2 readings•Total 13 minutes
- Prioritizing Leads: Intent Signals and Behavioral Data•8 minutes
- Exemplar for Hands-On Activity: Analyze B2B Engagement Data in HubSpot•5 minutes
2 assignments•Total 35 minutes
- Hands-On Activity: Analyze B2B Engagement Data in HubSpot•30 minutes
- Knowledge Check: B2B Engagement Analysis •5 minutes
This module focuses on applying B2B qualification frameworks to improve lead evaluation and sales handoff processes. Learners explore how frameworks such as BANT and MEDDIC combine with behavioral engagement data to support more accurate qualification decisions and reduce premature sales escalation. Emphasis is placed on workflow configuration, lifecycle management, and cross-functional alignment between marketing and sales teams. Through hands-on activities in HubSpot, learners develop practical experience building qualification workflows that operationalize scoring thresholds and lifecycle transitions. By the end of the module, learners will be able to implement structured qualification processes that improve lead readiness and sales efficiency.
What's included
1 video2 readings2 assignments
1 video•Total 4 minutes
- Setting Up B2B Lead Qualification Workflows in HubSpot•4 minutes
2 readings•Total 13 minutes
- B2B Qualification Frameworks: BANT, MEDDIC, and Behavioral Fit •8 minutes
- Exemplar for Hands-On Activity: Set Up B2B Lead Qualification•5 minutes
2 assignments•Total 20 minutes
- Hands-On Activity: Set Up B2B Lead Qualification•15 minutes
- Knowledge Check: Lead Qualification•5 minutes
This module covers how to design and build multi-step B2B nurture sequences that adapt to engagement behavior across long sales cycles. Learners will explore multi-touch attribution, sequence design principles, and HubSpot configuration for branching logic and reenrollment.
What's included
1 video2 readings3 assignments
1 video•Total 4 minutes
- Building a Multistep B2B Nurture Sequence in HubSpot•4 minutes
2 readings•Total 13 minutes
- Multi-Touch Attribution and Nurturing in B2B •8 minutes
- Exemplar for Hands-On Activity: Design a B2B Nurturing Sequence •5 minutes
3 assignments•Total 30 minutes
- Hands-On Activity: Design a B2B Nurturing Sequence •15 minutes
- Knowledge Check: B2B Complex Nurturing•5 minutes
- Quiz: B2B Lifecycle Strategies•10 minutes
This module focuses on understanding how customers behave throughout the B2C e-commerce lifecycle and why timing plays a critical role in campaign performance. Learners examine key behavioral patterns such as browsing, cart abandonment, purchasing, and disengagement, and explore how marketers use behavioral data to trigger timely, relevant communication. The module introduces practical frameworks such as RFM analysis to prioritize audiences based on customer value and engagement activity. Through hands-on exercises in Klaviyo, learners apply behavioral triggers to e-commerce workflows. By the end of this module, you will be able to analyze customer behavior and prioritize lifecycle campaigns effectively.
What's included
3 videos2 readings2 assignments
3 videos•Total 14 minutes
- The Speed of B2C: Catching the Customer in the Moment•3 minutes
- Core E-commerce Flows: Abandoned Cart, Post-Purchase, and Win-Back•5 minutes
- Screencast: Setting Up Behavioral Triggers in Klaviyo•7 minutes
2 readings•Total 13 minutes
- RFM Analysis: Recency, Frequency, and Monetary Value •8 minutes
- Exemplar for Hands-On Activity: Prioritize Lifecycle Flows Using RFM Data•5 minutes
2 assignments•Total 20 minutes
- Hands-On Activity: Prioritize Lifecycle Flows Using RFM Data•15 minutes
- Knowledge Check: B2C Behavior •5 minutes
This module focuses on translating customer behavior insights into automated lifecycle workflows that support engagement, conversion, and retention goals. Learners explore e-commerce flow architecture, including how triggers, timing, messaging, and customer outcomes work together across the lifecycle journey. Using Klaviyo, learners build practical automations such as abandoned cart, post-purchase, and reengagement flows while considering workflow sequencing and business objectives. The module emphasizes practical implementation and operational decision-making rather than platform navigation alone. By the end of this module, you will be able to design and implement e-commerce lifecycle flows aligned to customer actions and marketing goals.
What's included
1 video2 readings2 assignments
1 video•Total 7 minutes
- Screencast: Building Ecommerce Flows in Klaviyo•7 minutes
2 readings•Total 13 minutes
- Lifecycle Flow Architecture: Mapping Triggers to Outcomes •8 minutes
- Exemplar for Hands-On Activity: Implement B2C Ecommerce Flows•5 minutes
2 assignments•Total 25 minutes
- Hands-On Activity: Implement B2C Ecommerce Flows•20 minutes
- Knowledge Check: B2C Flows •5 minutes
This module focuses on evaluating promotional offers within B2C lifecycle marketing using structured testing and performance analysis. Learners explore how different customer segments respond to discounts, incentives, and promotional messaging, and examine how marketers balance conversion performance with profitability and long-term customer value. The module introduces practical approaches for testing offer variations and interpreting campaign results to support informed marketing decisions. Through hands-on activities in Mailchimp, learners apply offer evaluation techniques within real workflow scenarios. By the end of this module, you will be able to assess and optimize lifecycle offers using testing frameworks that support sustainable conversion performance.
What's included
1 video2 readings3 assignments
1 video•Total 8 minutes
- Testing Offer Variations in Mailchimp •8 minutes
2 readings•Total 13 minutes
- Testing Promotional Offers for B2C Segments•8 minutes
- Exemplar for Hands-on Activity: Evaluate and Test B2C Offers •5 minutes
3 assignments•Total 30 minutes
- Hands-on Activity: Evaluate and Test B2C Offers •15 minutes
- Knowledge Check: Offer Evaluation•5 minutes
- Quiz: B2C Lifecycle Tactics •10 minutes
This module focuses on identifying customer inactivity signals and churn-risk behaviors that impact retention outcomes. Learners explore how engagement trends, usage patterns, and customer analytics reveal early indicators of disengagement, and develop the ability to interpret retention data before customers are lost.
What's included
1 video2 readings2 assignments
1 video•Total 6 minutes
- Screencast: Generating Churn Reports in HubSpot •6 minutes
2 readings•Total 13 minutes
- Identifying Inactivity Signals and Churn Analytics•8 minutes
- Exemplar for Hands-On Activity: Analyze Churn-Risk Patterns•5 minutes
2 assignments•Total 20 minutes
- Hands-On Activity: Analyze Churn-Risk Patterns•15 minutes
- Knowledge Check: Retention Signals •5 minutes
This module focuses on developing win-back and reactivation strategies for inactive customers. Learners explore how incentives, personalized messaging, and automated outreach campaigns can rebuild engagement and develop judgment for selecting the right intervention approach based on customer behavior and retention goals.
What's included
1 video2 readings2 assignments
1 video•Total 9 minutes
- Screencast: Developing a Loyalty Incentive Strategy in Mailchimp•9 minutes
2 readings•Total 13 minutes
- Strategic Intervention: From Incentives to Content •8 minutes
- Exemplar for Hands-On Activity: Launch a Reactivation Series•5 minutes
2 assignments•Total 20 minutes
- Hands-On Activity: Launch a Reactivation Series•15 minutes
- Knowledge Check: Win-Back Programs •5 minutes
This module focuses on creating proactive retention intervention plans that support repeat purchase behavior and long-term engagement. Learners explore how triggers, workflows, and communication tracks are structured across retention platforms, and develop the ability to design coordinated retention strategies that improve customer loyalty and reactivation outcomes.
What's included
2 videos2 readings3 assignments
2 videos•Total 9 minutes
- From Reactive to Proactive Retention•3 minutes
- Screencast: Mapping a Retention Plan Across HubSpot and Klaviyo •6 minutes
2 readings•Total 10 minutes
- Anatomy of a Retention Plan: Triggers, Tracks, and Outcomes•5 minutes
- Exemplar for Hands-On Activity: Create a Comprehensive Retention Plan •5 minutes
3 assignments•Total 30 minutes
- Hands-On Activity: Create a Comprehensive Retention Plan •15 minutes
- Knowledge Check: Retention Intervention Planning•5 minutes
- Quiz: Customer Retention •10 minutes
Acquiring customers is only half the equation — keeping them is where sustainable growth is won or lost. This project module places learners in the role of a Lifecycle Lead for a high-growth subscription service facing a measurable drop in retention, with the task of designing a complete, business-ready program to diagnose the problem and address it at every level. Rather than applying generic tactics, learners work through a disciplined sequence: identifying two specific, observable churn triggers from customer behavior data, designing a three-email reactivation sequence that escalates strategically from awareness to action, and building a proactive retention strategy with loyalty initiatives directly tied to the risks uncovered in the analysis. The emphasis throughout is on alignment — every recommendation must trace back to a behavioral insight, and every component must reinforce the others as a coherent system rather than a collection of isolated tactics. By the end of this module, you will be able to identify measurable churn triggers, design a targeted reactivation sequence with clear strategic progression, and develop retention initiatives that address the root causes of disengagement rather than simply rewarding loyalty.
What's included
3 readings1 assignment
3 readings•Total 26 minutes
- Retention Strategy: The Engine of Business Growth•8 minutes
- Project Requirements: Win-Back & Reactivation•8 minutes
- Project Instructions: Mapping the Retention Intervention•10 minutes
1 assignment•Total 60 minutes
- Project: Lifecycle Retention Program•60 minutes
Every lifecycle marketing strategy begins with two foundational decisions: who you are building for, and what you are trying to achieve. This module establishes the project foundation before any strategy is built or content is created. Learners confirm their brand choice, develop two distinct customer personas grounded in real audience goals and barriers, and connect those personas to the stages of the buyer journey they will map in the milestone ahead. The emphasis is on specificity — a vague persona produces a vague strategy, and every downstream decision from segmentation to automation logic depends on the clarity of the work done here. By the end of this module, you will be able to select a brand with sufficient lifecycle complexity, develop two meaningfully distinct customer personas, and articulate where each persona enters the buyer journey as the foundation for your Milestone 1 submission.
What's included
1 video2 readings1 assignment
1 video•Total 2 minutes
- The Capstone: Your Professional Proof of Concept•2 minutes
2 readings•Total 20 minutes
- Capstone Scenario & Deliverable Specifications•10 minutes
- Reference: Journey Mapping & Persona Frameworks•10 minutes
1 assignment•Total 5 minutes
- Knowledge Check: Capstone Readiness Checklist•5 minutes
Knowing your audience is only useful if you can translate that knowledge into a system that delivers the right message at the right time. This module moves from persona development into the strategic architecture that makes lifecycle marketing operational: buyer journey mapping, behavioral segmentation, and funnel logic that defines how contacts enter, progress through, and exit each stage. Learners build an integrated strategy map that connects their personas to lifecycle stages, key messages, channels, and triggers — producing a document that drives every automation and content decision in the milestones ahead. By the end of this module, you will be able to produce a visual buyer journey map, document segmentation logic with defined entry points, progression rules, and exit conditions, and demonstrate coherence across your personas, segments, and lifecycle stages.
What's included
1 video1 reading2 assignments
1 video•Total 5 minutes
- Walkthrough: Building the Integrated Strategy Map•5 minutes
1 reading•Total 10 minutes
- Strategy Requirements: Segmentation & Funnel Logic•10 minutes
2 assignments•Total 65 minutes
- Knowledge Check: Strategy Integration•5 minutes
- Milestone 1: Journey Map & Segmentation Strategy•60 minutes
A lifecycle strategy only creates value when it executes — when the right email reaches the right person at the right moment, triggered by their behavior rather than a calendar. This module covers the execution layer of the Capstone: documenting automation logic that governs how sequences run, and producing AI-assisted email copy that is specific enough to actually work. Learners build two complete automated sequences — one for nurture, one for retention or re-engagement — and use a structured brief-draft-refine-document workflow to generate and evaluate AI-assisted copy for each. The module addresses a discipline that applies beyond this project: knowing how to direct AI tools with enough precision that the output reflects your brand and your audience, not a generic approximation of both. By the end of this module, you will be able to document automation logic maps with triggers, branching conditions, and exit rules, produce AI-assisted email copy for two complete sequences, and demonstrate deliberate strategic judgment in how GenAI tools were used.
What's included
1 video1 reading2 assignments
1 video•Total 5 minutes
- Integrating GenAI into the Campaign Workflow•5 minutes
1 reading•Total 10 minutes
- Requirements: Automation Logic & AI Content Prompts•10 minutes
2 assignments•Total 65 minutes
- Knowledge Check: Implementation Logic•5 minutes
- Milestone 2: Automated Sequences & AI-Generated Assets•60 minutes
Individual deliverables become a strategy when they connect — when the personas in the journey map drive the segmentation logic, the segmentation logic shapes the automation sequences, and the retention strategy traces back to the barriers identified in the persona work. This final module brings all prior milestones together into a single, portfolio-ready lifecycle marketing strategy document, adding two new components that complete the picture: a retention strategy grounded in specific audience risks, and a performance measurement framework that defines how success will be evaluated at each lifecycle stage. The executive summary, written last and read first, must make the entire strategy legible to a stakeholder encountering it for the first time. By the end of this module, you will be able to synthesize journey mapping, segmentation, automation, and retention planning into a coherent, professionally formatted portfolio that demonstrates your ability to build a complete, data-driven lifecycle marketing system.
What's included
1 reading1 assignment
1 reading•Total 10 minutes
- Final Submission Checklist & Portfolio Formatting•10 minutes
1 assignment•Total 45 minutes
- Final Project: Full Lifecycle Marketing Portfolio•45 minutes
Prepare to launch your career in digital marketing. You will translate the technical skills you've gained, like automation, AI prompting, and lifecycle strategy, into a professional brand that resonates with hiring managers.
What's included
4 videos1 reading3 assignments
4 videos•Total 15 minutes
- A Day in the Life of an Email Marketing Coordinator•5 minutes
- Navigating the Digital Marketing Job Market•3 minutes
- Building a Lifecycle Marketing Portfolio•4 minutes
- Demo: Highlighting AI Skills on Your Resume•4 minutes
1 reading•Total 10 minutes
- Industry Insights: What Hiring Managers Want to See•10 minutes
3 assignments•Total 50 minutes
- Hands-on Activity: Drafting Your Technical Resume•35 minutes
- Knowledge Check: Career Readiness•5 minutes
- Graded Quiz: Career Development•10 minutes
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor

Offered by
Explore more from Marketing
Status: Free TrialFree TrialUUniversity of Colorado Boulder
Course
Status: Free TrialFree TrialBBoard Infinity
Course
Status: Free TrialFree TrialCourse
Status: PreviewPreviewSSimplilearn
Course
Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.
Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
More questions
Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.




