Smarter CRM. Stronger retention. Faster growth.
Zack Gideon
Fractional CRM & Lifecycle Marketing
I partner with brands to build CRM and lifecycle marketing strategies that turn customer engagement into lasting growth. Using automation, personalization, and smart data insights, I help businesses increase retention and revenue - on a timeline and budget that works for them.No two businesses are alike - let’s build a CRM strategy that works for yours.
Trusted by 40+ Brands
Proven Results
Brands trust me to optimize and scale their CRM and lifecycle marketing by fixing inefficiencies, refining segmentation, and automating journeys - leading to big gains in acquisition, retention and Lifetime Value.
see impact in 3 months
Optimize Fast
I streamline CRM and lifecycle operations, cutting through complexity to improve data integrity, email deliverability, audiences and customer engagement - accelerating results without wasted resources.
agency oversight
Agency Audit + Optimization
Not sure if your agency is delivering results? I’ll audit their campaigns, identify inefficiencies, revenue loss gaps and make sure your marketing budget is being spent properly to drive growth and retention.
Technical expertise
Automation + Journey Builds
With deep expertise in leading marketing platforms, I design and optimize customer journeys that drive engagement and revenue - turning fragmented CRM ecosystems into scalable, efficient engines for growth.
lifecycle strategy
Smart Content
I create dynamic content that adapts to the customer journey. Leveraging high-level creative and strategic insights, I drive measurable increases in click and conversion rates, turning engagement into measurable growth.
crm operations
Better Data
Clean, structured CRM data is the backbone of successful marketing. I help brands refine audiences, segmentation, and data integrity to ensure the right message reaches the right customer at the right time.
Smarter CRM. Stronger retention. Faster revenue growth.
Let's Talk Strategy.
Have any specific challenges you'd like to address before our call? Let me know and I’ll put together a tailored guide to make our first conversation even more productive!I work with different budgets - I'll customize my approach to your needs.
Thanks!
I'll be in touch soon!
Notable Clients
Consulting
Agency
Smarter CRM. Stronger retention. Faster revenue growth.
Let's Talk Strategy.
Have any specific challenges you'd like to address before our call? Let me know and I’ll put together a tailored guide to make our first conversation even more productive!I work with different budgets - I'll customize my approach to your needs.
Marketing Tech Stack
ESP & CRM
SMS & Push
Personalization & Loyalty
Reporting & Analytics
Smarter CRM. Stronger retention. Faster revenue growth.
Let's Talk Stategy.
Have any specific challenges you'd like to address before our call? Let me know and I’ll put together a tailored guide to make our first conversation even more productive!I work with different budgets - I'll customize my approach to your needs.
Recent Succes Stories
1. Winback Automation at Scale
2. Cross-Channel Personalized Rebuild
3. Smart Klaviyo Email Flow Upgrade
Drive more revenue, faster. Let’s optimize your CRM and lifecycle marketing today.
Let's Work Together!
Don't wait! Let me know what you're current pain points are and we can work together on how to take your lifecycle marketing and CRM to the next level.
About Me
With over a decade of leadership in CRM and lifecycle marketing, I've optimized and improved customer engagement strategies for 40+ businesses across e-commerce, SaaS, and subscription services. My career spans key roles from hands-on marketing consultant to department head, where I've built high-performing teams and developed acquisition and retention frameworks that consistently deliver 20-30% improvements in customer lifetime value.I believe effective CRM is both an art and a science, blending data-driven decision making with compelling storytelling. My approach combines rigorous testing with creative thinking to develop personalized experiences that resonate with customers throughout their journey.A graduate of the University of Oregon (Go Ducks!), I'm equally passionate about exploration in both business and life. When I'm not creating retention strategies or optimizing marketing automation, you'll find me hiking Southern California trails, enjoying time by the ocean or trying a new restaurant.
Smarter CRM. Stronger retention. Faster revenue growth.
Let's Talk Strategy.
Have any specific challenges you'd like to address before our call? Let me know and I’ll put together a tailored guide to make our first conversation even more productive!I work with different budgets - I'll customize my approach to your needs.
Marketing Services
CRM + Lifecycle Strategy
Build & Optimize Lifecycle Marketing Programs
Develop and refine lifecycle marketing and CRM strategies with automation, triggered campaigns, AI-driven testing and multi-channel engagement to maximize retention and LTV.
Map Customer Journeys & Refine Segmentation
Create targeted audience segments and personalized journeys to deliver the right message at the right time. Through continuous A/B testing and optimization, this strategy boosts engagement, maximizes conversion rates, and drives revenue growth by refining messaging and improving overall campaign performance.
Align CRM with Business Growth Goals
Integrate CRM strategies with business objectives, optimizing automation and engagement to drive revenue, retention, and long-term customer relationships.
Martech + Automation
Improve Marketing Automation
Automate customer touchpoints across channels to deliver personalized, timely communication that drives engagement and conversions.
Streamline CRM Operations & Reporting
Optimize CRM and lifecycle marketing processes and analytics to improve data accuracy and build customer reports that drive optimization and growth.
Retention + Personalization
Create Engaging Dynamic, Personalized Content
Leverage customer data to create tailored content to improve customer engagement and retention.
Develop Loyalty & Re-Engagement Campaigns
Design automated campaigns that re-engage dormant customers and strengthen loyalty - driving higher CVR (Conversion Rate), LTV (Lifetime Value) and AOV (Average Order Value) .
Use AI-Driven Content & Insights to improve optimization
Leverage AI to deliver targeted and dynamic content that drives more sales and engagement quickly.
Audits + Performance Optimization
Audit CRM Programs & Agency Performance
Evaluate CRM and lifecycle marketing ecosystems and/or agency performance to identify areas for improvement.
Provide Actionable, High-Impact Strategies for Quick Wins
Deliver actionable strategies that generate improvements within 3 months, leading to long-term positive results.
Creative + Copy Strategy
AI-Driven Content Strategy, Creative Direction & Copy
Drive high-converting campaigns through targeted content creation, innovative concepts, and compelling copy that resonates with the audience. This approach increases engagement, boosts conversions, and enhances customer loyalty, leading to measurable improvements in revenue and long-term business growth.
Smarter CRM. Stronger retention. Faster revenue growth.
Let's Talk Strategy.
Have any specific challenges you'd like to address before our call? Let me know and I’ll put together a tailored guide to make our first conversation even more productive!I work with different budgets - I'll customize my approach to your needs.
Agency Oversight
Phase 1: Audit
1. Conduct a comprehensive review of your current agency's strategies, campaigns, and performance.
2. Identify inefficiencies, missed opportunities, and gaps in your current CRM and marketing efforts.
3. Provide an actionable plan outlining areas for immediate improvement and optimization.
Phase 2: Action
1. Collaborate directly with your agency to prioritize and tackle the most critical issues first.
2. Implement changes to key campaigns, automation flows, and customer journeys for rapid impact.
3. Establish tracking mechanisms to monitor progress, ensuring the most important KPIs are being optimized.
Phase 3: Ongoing Optimization
1. Continually assess performance and make adjustments as needed to ensure long-term success.
2. Provide ongoing recommendations for improving customer segmentation, automations and messaging.
3. Support your team with strategic guidance to keep your CRM aligned with your business goals.
Smarter CRM. Stronger retention. Faster revenue growth.
Let's Talk Strategy.
Have any specific challenges you'd like to address before our call? Let me know and I’ll put together a tailored guide to make our first conversation even more productive!I work with different budgets - I'll customize my approach to your needs.