Overview
When I joined Zendrop, the company already had a large user base, regular promotions, a weekly webinar, and an email program.
The problem was that the program was not functioning as a true lifecycle system.
Most of the communication centered around broad promotional sends and repeatedly driving users toward the weekly webinar. There was very little nurture, onboarding was not meaningfully adapted to what users had or had not done inside the product, and most contacts received similar messaging regardless of their stage.
Email was being used as a campaign channel rather than a system for moving customers toward activation, education, purchase, retention, and expansion.
I rebuilt the program across onboarding, education, webinars, promotions, retention, segmentation, reporting, and CRM infrastructure. I also led the eventual migration from ActiveCampaign to HubSpot after first proving that lifecycle marketing could generate meaningful revenue for the business.
By the end of the work, annual lifecycle-attributed revenue had grown from approximately $150K to more than $700K, representing 367% year-over-year growth, with more than $1M in projected lifetime-value impact.
The Starting Point
Zendrop's email program was underdeveloped relative to the size of the business and the complexity of its customer journey.
The majority of sends fell into two categories:
- Promotions
- Invitations to the weekly webinar
The weekly webinar was one of the main ways the company attempted to educate and convert users, but the supporting funnel was basic. The team would send webinar announcements, reminders, and promotional messages, but there was not a complete system surrounding registration, attendance, follow-up, replay consumption, and offer conversion.
Outside of webinars and promotions, users received little consistent education.
There was no strong recurring nurture structure that helped someone understand:
- How dropshipping worked
- How to select products
- How to connect a store
- How to import products
- How to use Zendrop successfully
- What actions separated successful users from unsuccessful users
The onboarding experience also treated too many users similarly.
Someone who had not connected a store could receive messaging that assumed they were further along. Someone who had already completed an action could continue receiving reminders about that same action. Users were often pushed toward paid offers before they had experienced enough value from the product.
The technical setup also created limitations.
Zendrop was using ActiveCampaign, which had become slow and unreliable for the scale and complexity of the program. Tracking was limited, product-event visibility was weak, automations were difficult to manage, and reporting did not provide the depth needed to understand how messaging influenced customer behavior.
Before rebuilding everything, I first needed to prove that lifecycle marketing could produce meaningful business value.
Phase One: Fixing the Existing Email Program
Improving Campaign Quality and Engagement
The first opportunity was basic execution. Email click-through rates were approximately 0.1% to 0.2%, which indicated that users were receiving messages but were not finding enough value or relevance to take action.
I started by improving the fundamentals:
- Refreshed email creative
- Clarified calls to action
- Improved messaging hierarchy
- Reduced unnecessary friction
- Reworked reminder timing
- Introduced more educational content
- Built nurture between major promotional pushes
- Made the content easier for beginners to understand
The goal was not simply to make the emails look better. Zendrop served many users who were interested in building an ecommerce business but did not necessarily understand what they needed to do next.
The program needed to meet users where they were rather than assuming they already understood dropshipping, product selection, store setup, fulfillment, or paid acquisition.
As the program became more useful and more relevant, CTR increased from approximately 0.1%-0.2% to 0.8%.
Email calls to action also began generating approximately 500-700 trial signups per month.
That early improvement helped prove that lifecycle marketing could influence meaningful customer behavior and revenue, which gave me more leverage to expand the program.
Phase Two: Building a Consistent Education Engine
Moving Beyond Webinar Blasts
Zendrop had a complicated product and a beginner-heavy audience. Users were not only learning how to use Zendrop. Many were simultaneously trying to understand ecommerce itself.
That meant the company could not rely entirely on promotional emails or a single weekly webinar. Users needed smaller, repeatable educational touchpoints that helped them progress gradually.
I introduced recurring educational content, including:
- Tips of the Week
- Product of the Week
- Beginner education
- Product-selection guidance
- Store-connection education
- Product-import education
- Fulfillment education
- Zendrop Academy promotion
- Coaching and webinar education
These recurring campaigns gave users a reason to continue engaging even when they were not ready to purchase immediately. They also created a more balanced email calendar.
Rather than constantly asking users to upgrade, register, or buy, Zendrop could help them understand how to become successful.
Building Educational Sequences
I also created longer-form educational journeys that worked more like courses than standard nurture emails.
Instead of sending disconnected tips, the sequence could walk someone through a process:
- Introduce the concept
- Explain why it matters
- Teach the user how to apply it
- Send them to the related lesson or resource
- Connect that education to the next useful action inside Zendrop
The email, educational page, video, and call to action were designed to feel like parts of the same experience.
This created continuity between the inbox and the destination instead of sending users from a strong email into an unrelated or confusing page.
Phase Three: Building Journeys Around Customer State
Moving Away From One Generic Path
One of the largest strategic changes was shifting the program away from treating every signup the same.
I began thinking about users based on their current state:
- Had they connected a store?
- Had they imported a product?
- Had they explored Zendrop Academy?
- Were they actively using the platform?
- Were they on a free plan?
- Were they a Plus user?
- Were they a UBB user?
- Had they previously purchased?
- Had they attended a webinar?
- Had they canceled?
- Why had they canceled?
- Were they connected through an affiliate or partner funnel?
The question stopped being:
What should email number three say?The better question was:
What has this customer done, what have they not done, and what is the next action that would move them forward?That shift influenced onboarding, nurture, promotions, retention, and reporting.
Affiliate-Specific Journeys
Zendrop also acquired users through affiliates and partners. Those users often entered with different expectations because they had already received education, promises, or positioning before arriving at Zendrop.
Sending every affiliate-acquired user through the same generic journey would ignore that context.
I built affiliate-specific journeys that could adapt messaging according to:
- The partner who referred the user
- What the partner had already taught
- The offer or promise that brought the user in
- The user's current Zendrop activity
- Whether the user had completed the next expected product action
This allowed Zendrop to preserve continuity from the partner's message into the product experience.
Phase Four: Rebuilding the Webinar Funnel
Diagnosing the Opportunity
The weekly webinar was already a major part of Zendrop's marketing motion, but it was not producing results proportional to its potential.
The initial funnel had several problems:
- Registration volume was limited
- Reminder timing was basic
- Attendance was low
- The registration experience included unnecessary friction
- The offer was not always clearly connected to the education
- Follow-up was not meaningfully separated by attendee behavior
- Replay and offer pages were underused
- Social proof and incentives were not fully incorporated
I conducted a low-hanging-fruit analysis to identify where the largest opportunities existed. I also used customer surveys and feedback to understand:
- Why users registered
- What they hoped to learn
- Why they did or did not attend
- What prevented them from purchasing
- What they found confusing
- What type of support or incentive would help them move forward
The rebuild was iterative. I did not change one email and declare the funnel fixed. I worked across the full experience.
Registration Experience
I improved the registration process through:
- Clearer webinar positioning
- Stronger landing-page messaging
- More compelling benefits
- Case studies and testimonials
- One-click registration where possible
- Easier calendar additions
- Better mobile experience
- Reduced registration friction
The goal was to make registering feel like an obvious next step rather than another form to complete.
Reminder System
I expanded the reminder strategy across email and SMS. Reminders were coordinated around the webinar schedule and included:
- Confirmation
- Calendar-add prompts
- Pre-event education
- Day-before reminders
- Same-day reminders
- Near-start reminders
- Direct join links
- Urgency as the session approached
SMS was particularly useful because the user could receive a direct reminder and join link close to the webinar start time.
Offer and Incentive Strategy
I strengthened the webinar offer by incorporating:
- An annual-plan offer
- Bonuses
- Order credits
- Testimonials
- Case studies
- Time-sensitive incentives
- Clear explanations of what the customer received
- Stronger alignment between the webinar lesson and the offer
The offer was no longer treated as a disconnected sales pitch at the end. It was positioned as the logical next step after the education.
Attendee and Non-Attendee Follow-Up
I separated follow-up based on actual behavior.
Attendees could receive
- The offer
- A recap of the training
- Testimonials
- Case studies
- Deadline reminders
- Bonus reminders
- A direct path back to the offer
Non-attendees could receive
- The replay
- A summary of what they missed
- Another opportunity to consume the lesson
- Follow-up based on replay behavior
- The offer once they had received enough context
I also worked on the replay page and offer page so the post-webinar experience remained coherent.
Webinar Results
The rebuilt system increased:
- Weekly webinar registrations from approximately 800 to 3,000
- Webinar attendance from approximately 19% to 30%
- Webinar revenue from approximately $10K per month to $10K per week
This represented approximately 700% month-over-month webinar revenue growth during the optimization period.
Phase Five: Building More Sophisticated Promotions
Segmenting by Plan and Customer Context
Zendrop's promotions originally leaned heavily on broad sends. I rebuilt the promotional strategy around the fact that different customers needed different messages.
The major audiences included:
- Free users
- Plus users
- UBB users
- Prior purchasers
- Recent purchasers
- Users who had engaged but not purchased
- Users at different activation stages
- Users exposed to different offers earlier in the year
Free users might need stronger education and a clear reason to upgrade. Plus and UBB users already understood more about Zendrop, so their promotions could not simply repeat beginner education.
Prior buyers required different suppression and offer logic so they were not repeatedly shown irrelevant products or discounts.
I coordinated the promotions across:
- SMS
- Landing pages
- In-app placements
- Popups
- Coupons
- Countdown timers
- Offer pages
- Replay pages
- Audience-specific messaging
- Source and campaign attribution
Black Friday
For Black Friday, I partnered with stakeholders across marketing, design, product, coaching, and operations to create a more complete campaign.
The campaign included:
- Pre-launch education
- Black Friday preparation content
- Coaching
- Product education
- Plan-specific offers
- In-app promotion
- Landing pages
- SMS
- Urgency
- Bonuses and order credits
- Clear offer deadlines
- Follow-up based on engagement and purchase behavior
The promotion was not treated as a few discount emails. It was built as a coordinated campaign experience.
Black Friday revenue increased from approximately $50K to $200K year over year, representing roughly 300% growth.
Using Q1-Q3 Learnings to Improve Q4
Throughout the year, I tracked which segments, offers, timing patterns, and campaign structures produced the strongest response.
Rather than treating Q4 as an isolated event, I used the findings from Q1 through Q3 to determine:
- Which audiences should receive which offers
- Which plans responded to certain messages
- Which offers needed different positioning
- Which users should be suppressed
- Where urgency helped
- Where education was required before promotion
- Which channels and sources were generating revenue
That informed a more thoughtful Q4 strategy and generated approximately $150K in additional year-over-year new subscription revenue.
Peak monthly promotional campaigns produced approximately $40K-$80K in revenue.
Phase Six: Retention and Winback
Replacing the Generic Winback
Zendrop had a winback approach, but it was too generic. Someone canceling because of price should not receive the same sequence as someone who never understood how to launch a store.
Someone who failed to find products had a different problem from someone who did not see enough value in the plan.
I created cancellation-reason-based paths for reasons such as:
- Price
- Confusion
- Failure to launch
- Difficulty finding products
- Low perceived value
- Lack of results
- Inactivity
- Other product or experience issues
Each path could address the actual objection rather than sending the same discount to everyone.
Examples
- Price-sensitive users could receive value framing or an appropriate offer.
- Confused users could receive education.
- Users who failed to launch could receive a simpler action plan.
- Users struggling with products could receive sourcing or product-selection guidance.
- Inactive users could receive reactivation content based on where they stopped.
What the data informed
- Product feedback
- Positioning
- Offer development
- Education
- Lifecycle strategy
- Future campaign messaging
This turned winback from a final discount sequence into a broader customer-insight system.
Phase Seven: Proving the Need for HubSpot
Why ActiveCampaign Had Become a Limitation
ActiveCampaign was increasingly difficult to operate at Zendrop's scale.
The issues included:
- Slow performance
- Unreliable automation behavior
- Limited product-event visibility
- Weak attribution
- Difficult reporting
- Hard-to-manage lists and workflows
- Poor scalability for more sophisticated lifecycle logic
However, asking a company to replace a CRM or marketing automation platform is not simply a technical decision. It requires proving that the business value justifies the disruption, cost, and engineering effort.
I first generated meaningful revenue inside the existing system. Once the lifecycle program demonstrated that it could produce results, I had a stronger business case for moving to HubSpot.
The argument was not:
ActiveCampaign is annoying.The argument was:
Lifecycle marketing is now producing meaningful revenue, and the current platform is limiting how reliably and accurately we can scale it.Migration Planning
I led the migration with Engineering and other stakeholders.
The work included:
- Auditing the existing ActiveCampaign account
- Documenting lists
- Documenting segments
- Mapping subscription status
- Exporting contacts
- Cleaning data
- Mapping fields
- Rebuilding lifecycle stages
- Rebuilding workflows
- Rebuilding automations
- Rebuilding email templates
- Rebuilding segmentation lists
- Reconnecting product-event triggers
- Rebuilding integrations
- Testing Zapier and backend events
- Verifying data enrichment
- Testing email delivery
- Rebuilding reporting
- Preserving suppression logic
- Protecting active revenue journeys
- Disabling ActiveCampaign sends only after validation
I worked closely with Engineering because many of the most valuable journeys depended on reliable product data.
The migration was not simply copying email templates from one tool into another. Every critical customer path and dependency had to be understood and rebuilt.
HubSpot Outcome
HubSpot gave the team:
- More reliable automation
- Better contact and product-event visibility
- Stronger attribution
- Better reporting
- Cleaner segmentation
- Better workflow management
- A system the company could continue building on
The migration also created a stronger connection between lifecycle strategy, product behavior, sales activity, and revenue reporting.
Measurement and Reporting
I built reporting around the business questions the program needed to answer.
That included:
- Which campaigns generated revenue?
- Which customer segments converted?
- Which sources produced the strongest users?
- Which webinar registrants attended?
- Which attendees purchased?
- Which promotions performed by plan?
- Which users completed key product actions?
- Which cancellation reasons were most common?
- Which journeys were producing movement?
- Where were users dropping off?
- Which email and SMS touchpoints influenced the next action?
I used campaign and source tracking, customer behavior, lifecycle-stage reporting, attribution, dashboards, and cohort analysis to understand performance.
I did not treat opens and clicks as the final outcome. Engagement metrics were useful as diagnostics, but the program ultimately needed to show movement in:
- Product usage
- Trial generation
- Webinar registration
- Webinar attendance
- Purchases
- Subscription revenue
- Retention
- Reactivation
- Customer lifetime value
My Role
I personally worked across both strategy and implementation.
My ownership included:
- Lifecycle strategy
- Customer research
- Surveys
- Funnel analysis
- Segmentation
- Journey mapping
- Email copywriting
- SMS copywriting
- Automation logic
- HubSpot workflows
- ActiveCampaign automations
- Landing pages
- Webinar pages
- Replay pages
- Offer pages
- In-app promotions
- Popups
- Coupons
- Testing
- Reporting
- Attribution
- Stakeholder coordination
- Engineering requirements
- Migration planning
- Technical QA
This was not a project where I handed a strategy document to someone else and waited for implementation.
I worked directly inside the systems and built much of the experience myself.
Results
Across the lifecycle program:
Conclusion
The largest improvement did not come from simply sending more emails.
It came from rebuilding the program around customer context. Zendrop's users entered with different levels of knowledge, different acquisition sources, different plan types, different product behaviors, and different reasons for becoming inactive or canceling.
The lifecycle program became more effective when it stopped treating all of those customers as the same person.
The final system connected:
- Education
- Onboarding
- Product behavior
- Webinars
- Promotions
- Retention
- CRM infrastructure
- Reporting
- Revenue attribution
What began as a program centered largely around webinar invitations and promotions became a lifecycle operation capable of educating users, moving them toward meaningful actions, generating revenue, informing product strategy, and supporting the broader business.
Owned strategy, copy, pages, automations, integrations, in-app promotion, segmentation, experimentation, reporting, migration planning, and revenue attribution.
