Results

What moved, and why.

The headline numbers and the stories behind them: what was stuck, what we changed, and what moved. Every figure comes from a real engagement.

The numbers

Four figures, all from real work.

24 → 38%

Activation, two months after the Mogo lifecycle rebuild

35 → 23%

First-year churn after the retention journeys launched

~54K

People activated or won back across two Intelligent Investing rounds

~70%

Of lead data filled in before Sales ever touched the record

The stories behind the numbers

What was stuck, and what moved.

Activation

24 → 38%

Two months after the rebuild went live.

churn 35 → 23%

Lifecycle & retention

Rebuilding lifecycle at Mogo

What was stuckEmail looked healthy (opens fine, clicks fine) but activation sat at 24% and first-year churn at 35%. The after-click experience told a different story from the campaigns.

What we didLifecycle, web, product, and measurement became one connected journey: behaviour-triggered sends instead of calendar sends, and the pages after the click rebuilt to keep the promise the email made.

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People re-activated

~54K

Across two rounds, from a base of ~900,000.

4 segments, 2 rounds

Reactivation & cross-sell

The Intelligent Investing winback

What was stuckAround 900,000 people had gone quiet. The instinct was one broad winback blast: cheap to send, easy to ignore.

What we didUnderstanding who those people were turned one blast into four different conversations, each matched to why that group had drifted. Two rounds later, ~54K people had activated or come back.

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Lead data pre-filled

~70%

Before Sales ever opens the record.

1–2K sales-ready leads / month

AI automation

AI-powered lead enrichment and routing

What was stuckSales was spending its first touch on research, copying details into the CRM instead of talking to people.

What we didA newsletter signup became a sales-ready HubSpot record: research, AI classification, validation, and routing, all before Sales touched it. About 70% of the record arrives pre-filled.

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Three engagements, written up with the context intact. Dig into the full case studies, and I’m happy to walk through the detail on a call.

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