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MBX Consulting

Sectors / B2B · lifecycle

Fintech & SaaS.

Lifecycle marketing for platform companies. A file, a sales-assisted motion. 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 with that marketing team as an operator in the stack they already pay for — Salesforce Marketing Cloud, Braze, Iterable, HubSpot — not as a certified partner costume, and not as a fintech product.

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.

  • New ESP, old week

    What we hold
    Lifecycle architecture, send plan, sales stop
    First 30 days
    Placement, authentication, which journeys are theatre

  • Launch mail takes a week

    What we hold
    Legal path, templates, a clock
    First 30 days
    Name the path; cut the touches; one instrumented send

  • SQLs from email are a rumour

    What we hold
    Reporting a VP can read
    First 30 days
    Pick the number the business already believes; manage to it

Fintech & SaaS. Shape of the work, not a package menu.

Nested case

B2B SaaS · Email

Selected missions, names withheld.

Next

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

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