How to create a lifecycle marketing strategy in 8 steps
Welcome to the no-bullshit guide on creating a B2B lifecycle marketing plan that actually works. If you’re tired of the same old marketing fluff, complex funnels, and endless talk about generating “MOAR leads,” then you’re in the right place. At Nine Lives Digital, we believe in marketing with intention—and today, we’re spilling the tea on how to get your lifecycle marketing game on point.
What’s lifecycle marketing anyway?
Lifecycle marketing is all about delivering the right message to the right person at the right time. Think of it as your marketing GPS—it guides your audience through their journey with your brand, making sure you’re there at every turn with something valuable to say. And no, it’s not just about blasting emails – it’s about creating meaningful, relevant touchpoints that make your customers feel seen, heard, and ready to take action.
Step 1: Understand the business (yep, it’s that simple)
Before you dive headfirst into creating your plan, you need to actually understand the business. Who are your customers? What’s their biggest pain point? What are you selling, and why would anyone care? Getting crystal clear on these basics sets the foundation for everything else you’ll do. Ask questions, dig deep, and get nerdy about your business’s goals—because winging it isn’t a strategy.
Step 2: Get familiar with your funnels
Funnels aren’t just for beer—they’re how your business turns prospects into paying customers. You’ve got to know where your leads are coming from, how they’re getting into your database, and what happens when marketing passes the baton to sales. Are there gaps? Are there unnecessary handoffs that confuse your prospects? Map it out. Your job is to find those weak spots and fix ‘em.
Step 3: Identify your milestones, stages, and goals
If you don’t know where your funnel starts and ends, how will you know if it’s working? Define your milestones and lead statuses: Inquiry, Lead, MQL, SQL, SQO, and finally, Customer. It’s like setting the rules of the game so everyone knows how to win. Oh, and don’t forget to get your team’s buy-in on these definitions—nothing kills momentum like misalignment.
Step 4: Audit your current communications
Take stock of all the emails, in-app messages, banners, and smoke signals you’re sending to your audience. Are your messages segmented? Do they overlap? Are multiple teams communicating with the same prospects and confusing the hell out of them? Spoiler alert: They probably are. Make a list of what’s going out, who it’s going to, and why it matters.
Step 5: Map out your funnel visually
Time to put on your detective hat. You’ve got all this information—now make it visual. Create a map of your funnel with all its stages, entry points, and conversion points. This isn’t just to look pretty – it’s about spotting the dead ends and drop-off points where your prospects are ghosting you.
Step 6: Find the leaks (and plug ‘em)
Your funnel might look like Swiss cheese right now, and that’s okay. But it’s time to patch it up. Identify where people are falling off, where your communications are falling flat, and what milestones need a little extra nudge. Think about every point where your prospect could say, “Eh, I’m out.” Then make it your mission to get them back on track.
Step 7: Create your lifecycle strategy
This is where the magic happens. Use your findings to develop a badass lifecycle marketing plan that covers all the stages of your funnel. You’ll need welcome series for new leads, onboarding for new customers, and nurturing for those sitting on the fence. And don’t forget the VES(P)A Framework: Value, End-to-End funnel coverage, Stage-dependent content, (P)ersona relevance, and Automate as much as possible.
Step 8: Build your ideal customer journey map
Picture your perfect world—your ideal customer journey where every campaign is optimized, every communication delivers value, and every prospect moves through your funnel like clockwork. This is your north star. It’s not about being perfect from day one, but about continuously tweaking and improving so you’re always delivering what your audience needs, when they need it.
Why bother with all this?
Because good marketing doesn’t just happen—it’s intentional, strategic, and always centered around your customer. When done right, lifecycle marketing doesn’t just get you leads — it cultivates demand, builds advocates, and drives predictable revenue streams. So stop chasing vanity metrics and start focusing on what really matters: making your customer the hero of your brand story.
Ready to take your lifecycle marketing to the next level? Let’s chat about how Nine Lives Digital can help you create a strategy that’s no fluff, all impact. Because in B2B, it’s not just about the leads you generate—it’s about the relationships you build.
