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Email, CRM and automation that pays its way

This category teaches the retention side of marketing. You map a lifecycle, build the flows behind it, then read what the numbers say. Every course is built around what you will be able to do after.

  • 5 lifecycle stages mapped on this page
  • 4 course tracks in this category
  • 6 questions answered before you enrol

What you will be able to do after

Four outcomes, written before the curriculum was. Each one is a job you can do on Monday morning with the list you already have.

Build a welcome flow

You will draft, sequence and schedule a welcome series. It goes live in your own tool, not in a slide deck.

Segment a real list

You will split a list by behaviour, not by guesswork. Each segment gets a message that fits what the person did.

Set up a CRM properly

CRM means customer relationship manager. You will map fields, stages and owners so the data stays clean.

Read the retention numbers

Opens flatter you. Repeat revenue tells the truth. You will learn which numbers to report and which to drop.

The lifecycle, stage by stage

Most lists leak at one of five points. The courses follow the same order, so you always know which stage you are fixing.

  1. 01

    Capture

    A form, a lead magnet, a checkout. You learn where consent is recorded and what a clean signup looks like.

  2. 02

    Welcome

    The first three emails set the tone. You write them once and they keep working for every new subscriber.

  3. 03

    Onboard

    New buyers need help using what they bought. Short, timed messages cut refunds and early drop-off.

  4. 04

    Retain

    Regular sends plus triggered flows. You balance the calendar so the list hears from you without tuning out.

  5. 05

    Win back

    People go quiet. A win-back flow gives them one clear reason to return, then lets the rest of the list rest.

Four tracks in this category

Start where your gap is. The module list and the instructor sit on every course page, so you can judge the fit before you spend a thing.

Beginner

Email marketing foundations

Start with the basics that stop most lists from growing. Consent, deliverability and a first campaign you can send this week.

  • List building and consent
  • Subject lines and preview text
  • Your first broadcast send
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Specialist

Lifecycle and retention flows

Move from single sends to flows that run on their own. You build each stage from the map above, one brief at a time.

  • Welcome and onboarding series
  • Cart and browse triggers
  • Win-back and sunset rules
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Specialist

CRM setup and segmentation

A CRM is only as good as the data in it. You design fields, stages and owners, then cut the list into segments that matter.

  • Field and stage design
  • Behavioural segments
  • Handover between sales and marketing
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Advanced

Automation and reporting

Connect the tools and prove the result. You wire triggers across systems and build a report a manager can act on.

  • Trigger logic and timing
  • Split tests that answer one question
  • Retention and revenue reporting
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Real briefs, not lectures

Modules end with a task and a file. You keep both. The templates are the ones practising instructors use at work, so they hold up on a live account.

See where this sits in a path

Before you enrol

Do I need a tool before I start?

No. The courses work with the free tier of most email tools. You can also follow along in the tool your team already pays for.

Is this only for e-commerce?

No. The flows suit services, software and shops alike. The briefs ask you to adapt each stage to your own product.

How much technical work is involved?

Less than people expect. You will use a tool's own builder. No code is required at any point in this category.

Who teaches these courses?

Practising instructors who still run campaigns. Their background sits on the course page, in plain view, before you pay.

Can I try before I buy?

Yes. Each course opens with a free module. Watch it, judge the pace, then decide.

Where does this fit in a learning path?

It sits in the retention half of most paths. The learning paths page shows the order, beginner to advanced.

Build one flow this week.

The free module takes about ten minutes. You will know the pace, the tools and the instructor before any payment.