Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup customer io saas onboarding retention churn lifecycle automation workflow
Imogen roberts
About this gig
Hello there!
I will set up or improve your Customer.io SaaS onboarding and lifecycle automation to help new users activate, keep customers engaged, and reduce churn.
I will build onboarding workflows, retention campaigns, churn prevention flows, re-engagement automation, event-triggered emails, customer segmentation, lifecycle journeys, and Customer.io API workflows. If users are dropping off, emails are not triggering, or your customer journey feels disconnected, I can troubleshoot and improve the setup.
WHAT I OFFER
- Customer.io automation
- SaaS onboarding workflows
- Lifecycle automation
- Customer retention flows
- Churn prevention workflows
- Re-engagement automation
- Event-triggered emails
- Customer segmentation
- User activation flows
- Trial onboarding automation
- Customer journey setup
- Behavioral email workflows
- Customer.io API setup
- Workflow troubleshooting
- Lifecycle optimization
WHY CHOOSE ME
- Clear communication
- Fast delivery
- Client satisfaction
Send me your Customer.io setup or SaaS lifecycle workflow and Ill build or improve the automation.
Get to know Imogen roberts
Imogen roberts
CRM Setup Integration and Automation Specialist
- FromUnited Kingdom
- Member sinceOct 2026
Languages
English, Spanish, German, Italian, French
Hello and welcome! I specialize in CRM setup, sales pipeline management, lead routing, deal follow-ups, and workflow automation. I configure Salesmate CRM with Make for lead assignment and sales follow-ups, and connect Tally forms with CRM workflows to manage new leads. I also set up Creatio CRM pipelines, workflow automation, and API integrations. For SaaS businesses, I configure Customer.io onboarding, customer lifecycle messaging, retention, and churn workflows. My focus is on keeping your CRM organized and your sales processes running smoothly. Let’s get started!
FAQ
Can you set up Customer.io for a SaaS business from scratch?
Yes. I can set up your onboarding, lifecycle, retention, churn, and re-engagement workflows
Can you build SaaS onboarding automation?
Yes. I can create trial onboarding, user activation, welcome, and product education workflows
Can you create churn prevention and retention flows?
Yes. I can build workflows based on inactivity, engagement, customer behavior, and lifecycle stage
Can you set up event-triggered emails?
Yes. I can configure workflows triggered by user actions, events, attributes, or segments
Can you fix an existing Customer.io workflow?
Yes. I can troubleshoot triggers, conditions, segmentation, emails, and lifecycle automation issues
