Shoreline Lifecycle

Optimize Your Stack. Outperform Your Goals.

Shoreline helps brands scale smarter by aligning AI, CRM strategy, and their marketing tech stack - unlocking lifecycle revenue through automation, better data, and strategic execution.

See Our Growth Plans

Our Strategic Partners

We Only Work with the Best Growth Platforms and Tools

We partner with leading tools like customer.io, Jasper, Black Crow, OmniSend and LTV.ai to help brands implement smarter, faster, and with a clear strategy. From AI to CRM, we work closely with emerging and proven platforms to match your goals with the right tech - and make sure it actually drives growth.

Black Crow AI
Attentive
Klaviyo
Omnisend
Customer.io
Jasper AI
Smile.io
Revamp AI
Copy.ai
LTV.ai
Salesforce
Loyalty Lion
Yotpo
Gorgias
ContactLoop
Questera AI
Triple Whale
Twilio

When Strategy Meets Tech - Growth Follows

+ 48%

Increase in Email Driven Revenue

From Optimized Flows and Smarter Send Strategy→ Behavior-based automations in Klaviyo & customer.io→ Replaced weekly blasts with segmented campaign cadence→ Prioritized AI-driven high-intent triggers like abandons, etc

+ 22%

Lift in Repeat Purchase Rate

Thanks to Better Segmentation and Post-Purchase Journeys→ Split flows by SKU type, purchase frequency, and AOV→ Added replenishment logic w/ timing tied to product lifecycle→ Used Black Crow AI-driven content for personalized flows

+ 70%

Lead Activation Rate in 7 Days

Smart Welcome Flows Turned New Sign-ups into Paid Users→ Designed multi-step welcome journeys based on lead source→ Used ESP triggers to send the right message at the right time→ Personalized content using signup data and early intent

See More Results

Client Testimonials

"The tool recommendations were spot-on, and the intros saved us weeks of research — it felt like an extension of our team. We ended up switching providers and saw measurable improvements in campaign performance within the first month."
- CEO, SaaS Startup

"Shoreline helped us clean up our CRM, plug in better tools, and we immediately saw a lift in engagement and retention. Their recommendations were spot-on, and it saved us from wasting time and budget on platforms that didn’t fit our stage or goals."
- VP of Marketing, DTC Wellness Brand

Lifecycle + CRM Stack Optimization

✔️ Full Tech + CRM Stack Review
✔️ Lifecycle Strategy Alignment
✔️ Goal-Based Tool Recommendations
✔️ Platform & Flow Integration Support
✔️ New Tech Onboarding & Optimization

How We Work

Become a Shoreline Revshare Partner

✔️ Earn Commission on Closed Referrals
✔️ No Pitching - Just Make the Intro
✔️ Get Listed in Our Trusted Vendor Network
✔️ We Send Complimentary Clients Your Way
✔️ Built for Agencies, Advisors & Fractionals

Sign-Up Now

Let's Start Improving Your ROI

Get 3 Free High Impact Tech Stack Recommendations

Once you submit the form, we’ll personally review your setup and goals, then send you 3 high-impact, tailored tools - from CRM and automation to AI-powered optimization. You’ll also get optional white-glove introductions to top providers, so you can scale smarter, cut waste, and grow faster - all within 24 to 48 hours. No pressure, just helpful insights.

By submitting this form you agree to receive marketing emails from Shoreline Lifecycle. We respect your privacy and you can unsubscribe at any time. Your data will be processed in accordance with our Privacy Policy and Terms of Service.

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Your CRM Might Be Costing You 20 - 40% in Revenue

Most brands leave revenue on the table. We’ll show you what smarter CRM can unlock.

✔️ 3 hand-picked AI and new tech marketing tools based on your current stack, size, goals and vertical✔️ Personalized introductions to trusted partners - skip the sales process and get to your primary contract first✔️ No fluff - just proven CRM & lifecycle marketing tools that drive real growth✔️ Skip the research and endless demo calls - we’ve done it for you✔️ Optional 30-min strategy call to dig deeper into your goals and gaps

Our Partner Network

No spam, no pressure. Once you submit, we’ll review your answers, assess your current stack and goals, and send back 3 high-impact tool recommendations - ranging from CRM and automation to AI-powered optimization platforms - along with optional white-glove introductions to trusted providers, all within 24–48 hours.

Let’s Upgrade Your Tech Stack

Upgrade with StackEdge

Get 3 Free High Impact Tech Stack Recommendations

Stop Wasting Time Searching for Tools that Don't Fit

Our Partner Network

Let’s Upgrade Your Tech Stack

Cannabis Growth Solutions

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How Shoreline Works

Fill out the form or book a call - get a clear plan to improve your CRM.

1. Start with Your Free Tech Stack Review

Step 1:

We quickly get up to speed on your business with a 30-minute discovery call or by reviewing your Assessment Form.On our end, we audit your tech stack, lifecycle setup, and pain points through a growth-focused lens - uncovering what’s working, what’s not, and what’s being left on the table.

Step 2:

Within 48 hours, you'll receive 3 curated, high-impact tools or platforms tailored to your exact business model and goals - across areas like CRM, automation, segmentation, attribution, onsite, and more.What We Stand By: We don’t just recommend tools - we match you with right platforms we trust and have seen drive serious performance.

Step 3:

Next, we offer free, white-glove intros to the best partners behind those tools. You can choose:→ A quick, no-pressure personalized intro email
→ Or a 30-minute strategy call to refine direction and get clarity before connecting.

2. Choose Your Growth & Optimization Path Forward

Option 1:

Audit First - Then Apply It ($500 credit toward services)Get a full-stack lifecycle audit covering your CRM, email/SMS flows, segmentation, and tool usage. You'll walk away with a prioritized roadmap - and if you move forward with us, the $500 goes toward your first month.

Option 2:

Skip the Audit - Start BuildingAlready know where the gaps are? We'll jump right in. Choose from flexible engagement tiers depending on your needs:Growth Support ($1–2K/mo):
Strategy, oversight, and on-call execution - ideal for brands with internal or external execution partners.Growth + Execution ($3–5K/mo):
Ongoing strategy plus hands-on implementation from our vetted Shoreline partners.Full Lifecycle Management ($5K+):
End-to-end ownership of your lifecycle marketing program, tools, and performance - like having a fractional Head of CRM.

3. Build, Grow & Optimize

✔️ We partner with you (and your team or agency) to implement smarter tools and lifecycle strategy.✔️ Build or refine key flows, automations, and journeys that align with your growth goals.✔️ Optimize your CRM stack for performance, scalability, and long-term retention.✔️ Get flexible, optional support — from project-based execution to ongoing strategy (typically $1k–$5k/month, based on your tools and needs).✔️ Most clients choose to stay partnered with us — for fast iteration, strategic clarity, and systems that actually scale.

Our Partner Network

Start Your Free Assement

Once you submit the form, we’ll personally review your responses, assess your current stack, and send back 3 tailored tool or platform recommendations. Get optional white-glove intros within 24 to 48 hours - no pressure, just strategic, actionable insights to move your CRM forward.

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Where Strategy + Tech Align

We Match Brands with the Right CRM Tools and the Strategy to Scale

At Shoreline, we help brands grow faster by optimizing their lifecycle strategy and CRM tech stack - without the overhead of a traditional agency. Whether you're just looking for better tools or full strategic support, our flexible packages are built to meet you where you are and drive real revenue impact.Everything we do is month-to-month, no long contracts - Just Results.

Starter

30 Minute Discovery and/or Stack Assesment Form
(3 Free Recommendations)

✔️ Free audit of your current CRM and lifecycle setup✔️ Pinpoint top growth opportunities and best-fit tools✔️ Get a snapshot of where your program stands today✔️ Ask questions and get expert input on platforms✔️ Walk away with clear, actionable next steps

Book Discovery Call

Core

Audit + Ongoing Strategy
($500 Audit → Credited Toward First $1.5-2K/month)

✔️ Deep audit of segments, messaging and automations✔️ Strategic roadmapping tailored to your growth goals, tech stack and customer base✔️ Monthly sessions to review priorities and refine flows✔️ Integratation of new tools seamlessly into your lifecycle✔️ Strategic Slack/email access

Let's Talk Tech Stack

Growth

Audit + Hands-On Strategic Execution
($500 + $3K–5K/month)

✔️ Includes everything in Core, plus deeper involvement✔️ Frequent collaboration and day-to-day execution✔️ Active testing, optimization, and journey iteration✔️ Support on copy, buildouts, and performance tracking✔️ Oversight of vendors and tools to maximize ROI

Discuss Our Services

Client Outcomes

Fashion DTC Brand → +24% Email-attributed Revenue in 60 Days
A quick audit revealed major gaps in segmentation and abandoned cart logic. With improved targeting, a refreshed winback flow, and smarter send timing, the brand saw a 24% lift in email-attributed revenue and 3x the repeat purchases.

Subscription Service → 2x CTR + 40% Lift in CVR
This brand was underperforming on SMS and email. We rebuilt their lifecycle flows, aligned messaging across channels, and introduced AI-powered testing - resulting in a 2x boost in CTR and a 40% lift in conversion within eight weeks.

DTC Startup → AI-Enhanced Growth in 30 Days
Disorganized automations and low opt-in rates were stalling growth. After a $500 audit, we rebuilt their CRM system and integrated Black Crow AI to power predictive lead capture and audience enrichment. This drove a major lift in welcome series engagement - including a +46% increase in click rate and 30% boost in trial conversions.

Our Partner Network

Start Your Free Assement
3 Growth-Ready Tools Tailored to You

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Partner with Shoreline

Earn Commisions up to $500 for Referring Clients or Tech Integrations

Partner Program Details

✔️ Up to $500 in commisions on all closed deals with tech partners or new clients.✔️ No selling required - just send us warm intros via your custom link or email intro.✔️ Intent-based referrals only - no cold outreach or pitching needed.✔️ We handle the call, pitch, and closing - you just make the connection.✔️ Get paid when deals close- no tracking headaches or follow-ups.✔️ Perfect for passive intros from your client base, Slack groups, or LinkedIn DMs.

Apply to Be a Partner Now
We'll send your Partner ID, instructions and your link.

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About Shoreline

After years fixing broken systems for top brands, we built Shoreline to get it right - combining top tech with AI-driven lifecycle strategy.

Shoreline Lifecycle was founded by Zack Gideon, a CRM and lifecycle marketing consultant and executive who has partnered with 50+ brands over the past 13 years. After leading complex tech integrations, overhauling CRM programs, and driving retention strategies that delivered measurable growth, Zack saw a recurring challenge: most brands struggle to scale because their systems aren’t set up to support smart, agile lifecycle marketing.Shoreline solves that - with a streamlined approach to tech stack design, data flow, and lifecycle program optimization.Zack’s background spans eComm, SaaS, B2B and DTC - with deep execution-level experience and a sharp focus on performance. Along the way, he's built strong partnerships with top-tier tools, agencies, and AI-driven platforms. That network and insider knowledge are baked into every Shoreline engagement.Whether you're starting from scratch or scaling fast, Shoreline helps you build the systems and strategy to unlock lifecycle-driven growth.

Book Your Free Audit

Growth by the Numbers

We refine your CRM with the right tools, automation, and targeting to unlock scalable, compounding growth.

+ 36%

Reduction in Subscriber Churn

Driven by Smarter Winbacks and Account Nudges→ Triggered re-engagement flows based on usage drop-off or churn signals→ Layered in offer testing and urgency by segment and tenure→ Used Attentive + Klaviyo to catch opt-outs across channels

+ 62%

Increase in Email Revenue per Sub

By Unlocking Personalization and Dynamic Content with AI→ Used custom properties to power tailored product recs and bundles→ Integrated LTV tiers to drive smarter offers by audience value→ Leveraged Klaviyo predictive analytics for send-time + content optimization

+ 28%

Increase in LTV Within 90 Days

Through Personalized Cross-Sells and Smart AOV Bumps→ Used SKU affinity data to build post-purchase upsell sequences→ Deployed dynamic bundles and thresholds to increase AOV→ Integrated AI product recommendations into flows and campaigns

+ 48%

Increase in Email Driven Revenue

+ 22%

Lift in Repeat Purchase Rate

+ 70%

Lead Activation Rate in 7 Days

Book a Free Stack Audit

Case Studies

Klaviyo & Attentive DTC Lifecycle Revamp

Despite solid brand equity and high website traffic, this fashion e-commerce leader was seeing weak performance from its lifecycle marketing program across both email and SMS. The company heavily relied on static batch campaigns with minimal segmentation or behavior-based targeting.Meanwhile, automated flows (like welcome, cart abandon, and browse abandon) were underdeveloped and contributed little to overall revenue.

View Case Study

Salesforece SaaS CRM Program Rebuild

View Case Study

Wellness Brand Startup Optimization

After securing seed funding, this early-stage wellness brand needed to build a more effective lifecycle marketing foundation to support rapid growth. Despite strong product-market fit, the brand faced low engagement across automated email and SMS, inconsistent messaging across the funnel, and rising churn among new subscribers.CRM contributed minimally to total revenue, and automation CTR was well below industry benchmarks.

View Case Study

Yotpo Loyalty Program + Data Integration

A large fashion and apparel company was facing a decline in LTV (Lifetime Value), AOV (Average Order Value), and monthly repeat customer conversions heading into the busy BFCM (Black Friday/Cyber Monday) period.Their loyalty program had not been updated or promoted in years, and it was clear that the program needed a revamp to drive engagement, improve repeat purchases, and incentivize new customers to join.

View Case Study

Let's Get Started

Get 3 Free High Impact Tech Stack Recommendations

We’ll analyze your current setup and goals, then send you 3 high‑impact tools - from CRM and automation to AI‑powered optimization platforms. We also provide free, white‑glove introductions to top providers, so you can scale smarter, cut waste, and grow faster.

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Case Study

Salesforece SaaS CRM Program Rebuild

Situation:

With over two dozen real estate listing sites under their umbrella, this company captures high-volume traffic across search and affiliate channels, converting users into paid subscribers with gated access to unique rent-to-own and foreclosure properties.The CRM and lifecycle programs (email, SMS, and push notifications) were primarily batch-based, organized by channel only, and lacked personalization or brand-specific tone. All subscribers received the same journey, regardless of acquisition source or brand experience. Deliverability and engagement were underperforming, particularly due to:1. Gmail reputation issues (low engagement, high spam complaints)2. Overuse of SMS for low-quality affiliate leads (no segmetnation by lead source)3. Lack of automation, personalization and segmentationAt the time, CRM accounted for just 9% of total monthly revenue. Overall monthly performance:

Channel + KPI	Performance
Email CTR	0.4%
SMS CTR	1.5%
CRM Conversion Rate	0.6%
CRM Revenue Attribution	9%

Objective:

Rebuild the CRM and lifecycle program from the ground up to:1. Improve email deliverability and engagement2. Personalize journeys based on lead source and brand3. Increase conversion rate and long-term LTV through tailored post-sale communications

solution:

Automated, Brand Specific JourneysDesigned unique email and SMS automations for each website to match its tone, product focus, and lead experience.Source-Based SegmentationCreated journey variations based on acquisition source:→ SEO/SEM: High-quality leads received more frequent, conversion-focused touchpoints→ Affiliate: Lower-quality leads received reduced send frequency and safer messaging strategies to protect deliverabilityDynamic Content and PersonalizationUsed key lead attributes to customize messaging, offers, and CTAs dynamically across channels.Cross-Channel CohesionUnified email, SMS, and push notifications across platforms (Salesforce Marketing Cloud, Twilio, OneSignal) to create a more consistent user experience.

results (after 3 months):

Channel + KPI	Before	After	Variance
Email	0.4%	1.4%	+244%
SMS	1.5%	4.25%	+183%
Conversion Rate	0.6%	0.9%	+33%
CRM Attribution	9%	22%	+144%

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Case Study

Klaviyo + Attentive DTC Lifecycle Revamp

Situation:

Despite solid brand equity and high website traffic, this fashion e-commerce leader was seeing weak performance from its lifecycle marketing program across both email and SMS. The company heavily relied on static batch campaigns with minimal segmentation or behavior-based targeting. Meanwhile, automated flows (like welcome, cart abandon, and browse abandon) were underdeveloped and contributed little to overall revenue.At the start of the engagement, CRM (email + SMS) drove just 15% of total monthly revenue, broken down as:

Channel + KPI	Performance
Email CTR	0.6%
SMS CTR	2.5%
Automation % of Revenue	20%
Batch % of Revenue	80%
CRM Revenue Attribution	15%

Objective:

Revamp the full lifecycle program including automations and batch campaigns - with a goal of increasing lifecycle revenue contribution from 15% to 25% of total company revenue within 4-6 months.

solution:

Improved AutomationsRebuilt the full set of lifecycle flows, tailoring content by customer status (e.g., new, active, dormant) and recent behaviors (e.g., browsing patterns, past purchases). Adjusted send timing, personalized messaging, and logic paths to improve flow effectiveness.Refined Batch Cadencing and Automated TargetingFocused batch campaigns on high-value customer cohorts - specifically the top 20% by AOV and engagement. Further segmented audiences by ISP (Gmail, Yahoo, etc.) to optimize deliverability and introduced monthly content themes based on customer preferences and past behavior.Storytelling Content StrategyShifted away from overuse of discount-driven messaging. Introduced campaigns centered around product drops, restocks, price drops, editorial and strategic brand collaborations - while maintaining direct response principles and targeted offers.

results (after 3 months):

Channel	Before	After	Variance
Email	0.6%	1.1%	(+83%)
SMS	2.5%	4.2%	(+68%)
Automation %	20%	33%	(+65%)
Batch %	80%	65%	Rebalance
CRM Attribution	15%	25%	(+67%)

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Case Study

Yotpo Loyalty Program + Data Integration

Situation:

A large fashion and apparel company was facing a decline in LTV (Lifetime Value), AOV (Average Order Value), and monthly repeat customer conversions heading into the busy BFCM (Black Friday/Cyber Monday) period. Their loyalty program had not been updated or promoted in years, and it was clear that the program needed a revamp to drive engagement, improve repeat purchases, and incentivize new customers to join.

Objective:

Overhaul their loyalty program ahead of BFCM to maximize customer AOV, increase LTV, and drive new customers to join the program. The goal was to have the program live in time for the high-traffic holiday season.

solution:

Program OverhaulCreated new loyalty program tiers and strategies, focusing on incentivizing monthly repurchases and increasing AOV based on historical benchmarks.Email Journey CreationDeveloped an email journey targeting both new customers (to drive initial program sign-ups) and existing customers (to encourage re-engagement and program enrollment).Data IntegrationLeveraged third-party Yotpo integration with Shopify and Klaviyo to streamline and automate loyalty program functionality, ensuring seamless user experience and data flow in preparation for BFCM.

results:

→ The revamped loyalty program launched in late October, ahead of BFCM, resulting in notable increases in CTR, AOV, and LTV.→ AOV increased by 10-20% depending on the customer cohort.→ Active Cohort Customers saw a 15-20% improvement in click and conversion rates, with engagement varying by cohort age and overall engagement levels.→ The program was well-received, contributing to stronger performance during and after BFCM compared to the previous year.

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Case Study

Wellness Brand Startup Optimization

Situation:

After securing seed funding, this early-stage wellness brand needed to build a more effective lifecycle marketing foundation to support rapid growth. Despite strong product-market fit, the brand faced low engagement across automated email and SMS, inconsistent messaging across the funnel, and rising churn among new subscribers. CRM contributed minimally to total revenue, and automation CTR was well below industry benchmarks.tivize new customers to join.

Objective:

Develop a more cohesive, personalized lifecycle strategy that improves messaging, cadence, and conversion - ultimately boosting automation CTR, retention, and the share of revenue attributed to CRM channels.

solution:

Content OptimizationRefined email and SMS copy for higher clarity, stronger CTAs, and better alignment with the brand’s tone and customer mindset.Cadence Improvements

Adjusted email and SMS timing by customer status and journey stage to reduce fatigue and improve performance.Funnel ContinuityStreamlined landing pages and lifecycle messaging to improve conversion from lead to subscriber.New Welcome and Abandon SeriesRebuilt pre-purchase flows and abandon cart/browse messaging using A/B tested copy and new creative concepts designed to boost response rates.

results:

While this engagement focused on strategy and content delivery rather than execution, the company saw meaningful gains in engagement and retention after implementing the proposed changes. Email and SMS click-through rates improved notably, contributing to stronger subscriber growth and reduced churn. The brand also secured Series A funding shortly after launching its revised lifecycle program.

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Terms & Conditions

Last Updated: 7/25/2025Welcome to www.shorelinelifecycle.com (“Website”, “Site”, “we”, “us”, or “our”). By accessing or using this website, you agree to be bound by these Terms and Conditions. If you do not agree with these terms, please do not use the site.1. Use of This Website
This site is provided for general informational purposes about the services offered by Shoreline Lifecycle and to collect inquiries or contact requests. You agree to use this site only for lawful purposes.2. Services
We provide consulting, audits, and other marketing-related services. Full details are outlined on our services pages. We reserve the right to update or modify services at any time without notice.3. Intellectual Property
All content on this website — including text, branding, images, design, and layout — is the property of Shoreline Lifecycle or its licensors and is protected by intellectual property laws. You may not reproduce or distribute any content without our written permission.4. Third-Party Links
This site may include links to third-party websites or tools (such as partners or referral tools). We are not responsible for the content or practices of these external sites.5. Disclaimer
All information provided on this website is for general informational purposes only. We do not guarantee specific results from any engagement unless expressly stated in a signed agreement.6. Limitation of Liability
We will not be liable for any damages arising from your use of or inability to use this website. This includes direct, indirect, incidental, or consequential damages.7. Privacy
Your use of the site is also subject to our [PRIVACY POLICY] (please link or reference if applicable). We do not sell your information, and any data collected through forms or tracking is used only for business purposes.8. Contact
If you have questions about these Terms, please contact us at:
[email protected]9. Changes to These Terms
We may update these Terms at any time. Continued use of the website means you accept any changes.

Last Updated: 7/25/2025This Privacy Policy explains how Shoreline Lifecycle (“we,” “our,” or “us”) collects, uses, and protects the personal information you provide when you visit our website at www.shorelinelifecycle.com.1. Information We Collect
We may collect personal information that you voluntarily provide through forms on our site, such as:NameEmail addressCompany nameAny other information you submit via our contact or lead formsWe also collect limited technical data through cookies and analytics tools (e.g. Google Analytics) such as:IP addressBrowser typePages visitedTime on site2. How We Use Your Information
We use the information we collect to:Respond to inquiries or service requestsSend relevant follow-up emailsImprove our website and servicesShare tech recommendations or referralsCommunicate about our offerings or partnershipsWe do not sell or rent your personal information.3. Cookies
This website may use cookies and tracking tools to enhance your browsing experience. You can adjust your cookie preferences through your browser settings.4. Data Sharing
We may share your data with trusted service providers or partners (e.g. email tools, analytics platforms) who help us operate the website or deliver services. All partners are required to maintain data confidentiality.We will never sell your information to third parties.5. Data Storage & Security
We take reasonable precautions to protect your data, but no system is 100% secure. Your information is stored using secure third-party tools (Hubspot only).6. Your Rights
Depending on your location, you may have the right to:Access, correct, or delete your dataOpt out of communicationsRequest a copy of the data we hold on youTo do so, contact us at [email protected].7. Third-Party Links
Our website may include links to third-party tools, services, or partner sites. We are not responsible for their privacy practices.8. Contact
For questions about this Privacy Policy or your data, please contact:Shoreline Lifecycle
[email protected]9. Changes to This Policy
We may update this policy periodically. Any changes will be reflected on this page with an updated revision date.

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