WORKSHOP: The Foundations Behind AI Personalized Lifecycle Marketing
“We aren't ready.”
Three words that kill more lifecycle programs than any strategy mistake.
Not because the team lacks ideas. Because the moment someone proposes a campaign that reacts to what a user actually did in the product, no one can say where that data lives, who owns it, or whether the event even exists yet. The idea dies in a Slack thread.
Meanwhile, every team is being asked what they’re doing with AI. And AI personalization is only as good as the signals feeding it. Point a language model at a thin data set, and you get the same generic email for every user.
So we’re doing this workshop in two parts...
First, the foundation: What your data has to produce before behavior-based lifecycle marketing can run at all.
Then the payoff: We walk through Customer.io and build an AI-enabled automation live, using LLM Actions, so you can see exactly what that data foundation unlocks.
Here’s what we’ll cover:
🧱 What a lifecycle-ready data foundation actually looks like
🔍 Where product event data lives, and who really owns it
🪪 Identity resolution: connecting a user to their company/workspace
📋 The gap between the events you have and the ones your campaigns need
🤖 Live build: LLM Actions inside Customer.io, start to finish
🚦 How to tell if you’re ready, and what to fix first
Presented by Customer.io
Max Bradshaw joins from the Customer.io team for the live build. You’ll see the real thing get assembled, not a slide of one.
This is what Lifecycle Marketers said about our previous workshops:
“This playbook has been instrumental for us... it’s been so valuable.”
- Alexandru, Head of Lifecycle Marketing @ Finom
“I am so grateful for your webinar! It was well done and thoughtful.”
- Kate, Senior Director, Lifecycle Marketing @ ATK
After the session, you’ll get:
The lifecycle data foundation framework
Recording and slides
About the host
Jon Farah is the founder of LifecycleX, a lifecycle marketing orchestration consultancy built specifically for SaaS companies. Before starting LifecycleX, Jon spent a decade in the big consulting world, driving lifecycle programs for Fortune 50s.
LifecycleX engineers data pipelines, builds campaigns that respond to behavior, and layers in AI where it wins. Turning product usage into recurring revenue for SaaS teams.