Further exploration

Lifecycle & CRM marketing

Onboarding journeys · Segments · Email KPIs

At NYUC, I connected an audit of email, social, and CRM activity with audience segments and a three email onboarding plan. I’m interested in the analysis and planning behind useful lifecycle communication.

Email Richie Explore the methods ↓

Project connections

Specific contributions and the methods behind them.

Journey & audience planning

New Yorkers United for Child Care
Jun 2026 to Aug 2026

My contribution

Audited 48 email sends alongside social and CRM activity, then defined a three email plan and action based KPIs.

Read the case study

Practical lesson

Give each message a specific purpose and a measurable next action.

Message testing

Romin
Sep 2024 to Jan 2026

My contribution

Analyzed engagement from creative tests to select content for email, landing pages, and Instagram Stories.

Read the case study

Practical lesson

Review message performance using a consistent audience and observation window.

Illustrative brief · Proposed approach

A proposed exercise.

How could an onboarding sequence help a new subscriber take a first action?

Start withConsent, entry and exit rules, audience needs, messages, and event definitions.

Map the user’s first goal and give each proposed message one job.
Define segmentation, exclusions, send logic, and checks for completed actions.
Prepare a small test with action based KPIs and unsubscribe monitoring.

What I would deliver: A lifecycle map and message and measurement brief.
How I would evaluate it: Measure the intended action among eligible recipients using a defined attribution window.

Field notes & related role titles

Lifecycle Marketing Intern · CRM Marketing Intern · Email Marketing Intern

The NYUC sequence is a proposed onboarding plan. The newsletter exercise is a separate fictional scenario.

The example brief above describes a proposed approach. Case studies distinguish completed work, reported results, and recommendations.

Related methods & exercises

Download the field brief ↓

Each exercise includes a question, its assumptions, and working files.

Marketing operations

Illustrative sample · Proposed journey

Three email onboarding plan

A plan for three introductory emails explains who should receive each message, what action it encourages, and when messages should stop.

Read sample