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MBX Consulting

Sectors / B2B · lifecycle

Fintech & SaaS.

A platform, a file, a sales-assisted motion. Lifecycle is infrastructure. Treat it as campaigns and it will behave like campaigns.

Why here

A function already exists. The week does not.

Growth-stage and enterprise SaaS teams usually have an ESP and a story about lifecycle. They rarely have a week: welcome, activate, expand, revive, held as work, with a stop so sales mail does not collide.

The practice sits there as an operator in the stack you already pay for — Salesforce Marketing Cloud, Braze, Iterable, HubSpot — not as a certified partner costume.

Typical missions

  • Lifecycle after a re-platform, when journeys migrated as artefacts.
  • Deliverability held as operations, not as a vendor ticket.
  • Time-to-launch as a number, when six people still touch a proof.

The first month

Constraint. What we hold. First 30 days.

Fintech & SaaS. Shape of the work, not a package menu.
ConstraintWhat we holdFirst 30 days
New ESP, old weekLifecycle architecture, send plan, sales stopPlacement, authentication, which journeys are theatre
Launch mail takes a weekLegal path, templates, a clockName the path; cut the touches; one instrumented send
SQLs from email are a rumourReporting a VP can readPick the number the business already believes; manage to it

Nested case

B2B SaaS · Email

Selected work of the practice. Brands unnamed.

Next

If this is the sector you are in, send the constraint.

A conversation. Not a deck. The mission, the team, the constraint.

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