Three ways to
work together
Every engagement is embedded, measurement-first, and documented on exit. Pick the depth that fits where you are.
Lifecycle Architecture
4–6 weeksWe audit your existing setup, rebuild your event taxonomy and segmentation, design a journey architecture from scratch, and produce documentation your team can own. This is the work that makes everything else possible.
What's included
- ✓ Full MoEngage/CRM audit with written report
- ✓ Event taxonomy redesign
- ✓ Segmentation rebuild (behavioural, not demographic)
- ✓ Journey architecture across onboarding, activation, and retention
- ✓ Measurement framework per journey
- ✓ Handover documentation
Retention Sprint
8 weeksA focused 8-week sprint targeting one specific retention problem — typically D30 retention, post-purchase lifecycle, or push opt-out rates. We identify the lever, build the solution, ship it, and hand over a performance report.
What's included
- ✓ Problem diagnosis and root cause analysis
- ✓ Sprint plan with defined KPIs
- ✓ Journey design, build, and deployment
- ✓ A/B testing where applicable
- ✓ Control group setup for lift measurement
- ✓ Fortnightly performance reports
- ✓ Final sprint report with learnings and next steps
Embedded Operator
90 daysI sit inside your team for 90 days — in your tools, your Slack, your reporting cadence. I run your lifecycle function: strategy, execution, measurement, and optimisation. You get a fully operational lifecycle function and a team that knows how to maintain it.
What's included
- ✓ Everything in Lifecycle Architecture
- ✓ Direct WhatsApp access throughout the engagement
- ✓ Fortnightly strategy sessions
- ✓ Live journey management and optimisation
- ✓ Revenue impact reporting
- ✓ Full knowledge transfer and documentation on exit
How every engagement starts
30-min strategy call
We talk about where you are, what's not working, and what a good outcome looks like. No pitch, no pressure.
Written proposal
I send a scoped proposal with a defined output, timeline, and success metrics. You know exactly what you're getting.
Kickoff and audit
We start with an audit of your existing setup. Nothing gets built until we understand what's already there.
Build, ship, measure
We work in sprints, with fortnightly reporting throughout. You always know what's live and how it's performing.
Handover
Everything is documented. Your team owns the work. The knowledge stays.
Common questions
Do you work with businesses outside fintech?
Yes. My core positioning is fintech, but I've built retention systems for e-commerce brands and food subscription businesses. The principles are the same — behavioural triggers, segmentation, and measurement. If you're losing customers you shouldn't be losing, the work applies.
Do I need MoEngage specifically?
No. MoEngage is where I have the deepest expertise, but I've also worked with Klaviyo, Intercom, and other lifecycle platforms. Book a call and we can discuss your stack.
What's the typical cost of an engagement?
Engagements are scoped and priced based on the complexity of your setup and your specific goals. Book a 30-minute strategy call and we'll work out whether we're a fit and what an engagement would look like for you.
How many clients do you take on?
I work with 2–3 clients at a time to ensure embedded quality. Slots open every quarter. If you're interested, book a call to check availability.
What happens at the end of the engagement?
Everything is documented. You get full handover: journey docs, segmentation logic, reporting templates, and a maintenance guide. The work stays in your team after I leave.
Ready to stop the bleed?
Book a 30-minute strategy call. Free, no commitment, just a straight conversation about what's not working.
Book a Strategy Call