Front office
Every customer touched. Every lapsed customer won back.
$1,997/mo+ $1,997 one-time setup · Lifecycle included · more automations +$500/mo each, never above $4,997/mo total
Email and SMS sequences for every customer lifecycle moment — new-customer welcome, post-purchase nurture, 30/60/90-day check-ins, birthday and anniversary, lapsed-customer win-back, referral asks. Fired automatically from booking, review, and payment events, so lapsed revenue gets a second shot without anyone remembering to send it.
What this module does
What shows up in week one.
01
Templated sequences out of the box
12 pre-built sequences for service businesses (welcome, win-back, birthday, referral ask, post-appointment, 30/60/90-day, etc.) — customized to your voice + offers + cadence preferences in onboarding.
02
Behavioral triggers
Sequences fire on real events from other modules — appointment booked (Calendar), 5-star review left (Reviews), invoice paid (Payments), comment posted (Social). No CRM admin work required.
03
Email + SMS native
Resend for email (DKIM + SPF auto-configured), Twilio for SMS (carrier-registered short code or 10DLC long code). Quiet hours enforced per recipient timezone.
04
Conversion attribution
Every sequence message tracked for opens, clicks, replies, and downstream revenue. Monthly report shows which sequences are pulling the most weight. Sequences that convert below 2% auto-pause after 30 days.
How it works
During onboarding, we load 12 lifecycle sequences tuned to your vertical (med-spa templates differ from HVAC templates differ from real-estate templates). You review + approve each one's copy in your voice. The sequences fire automatically from cross-module triggers — booking, review, payment, social engagement. Recipients see your branded sender, your offers, your cadence. Reply handling routes through the Inbox module so personal replies feel personal.
Integrates with
Compliance + guardrails
CAN-SPAM + CCPA + CASL compliance built in — every email has a working unsubscribe, every SMS has STOP-handling, every recipient has opt-in tracking. Quiet hours respected (9pm-8am recipient local time). Frequency cap: maximum 4 marketing messages per recipient per 30 days regardless of sequence stacking. Anything that requires explicit prior consent (cold outreach, B2C SMS to new contacts) requires you to confirm opt-in source before send.
The price
$1,997/mo + $1,997 one-time setup — Lifecycle is your included first automation.
Each additional automation is +$500/mo, and the total never passes $4,997/mo — past that point, everything we run is included. Included with any plan. No long-term contract.
FAQ
Common questions about Lifecycle.
What about existing customer data — can you import?
Yes. CSV import on day 1. Existing CRM sync (HubSpot, Salesforce, GHL, Mailchimp, Klaviyo) with full bidirectional sync, set up on request during onboarding.
Can I write my own sequences?
Yes. The 12 templates are starting points. You can add custom sequences via the workspace UI or hand them off to us during onboarding to draft from your brief.
Will the AI accidentally send to the wrong list?
Sequences are scoped to specific customer segments (defined during onboarding), and any cross-segment send requires explicit operator approval — so a mis-send can't happen silently in the background.
The rest of the business backend
☎
Front Desk
★
Reviews
💲
Payments + AR
◈
Dispatch
⇲
Document Intake
⧉
Quotes & Estimates
⌾
CRM Hygiene
🔐
Hires & Departures
💸
Zombie Seats & Renewals
Module 5 of 22 in the Morthn operating layer · See all 22