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I help businesses improve customer retention, streamline operations, optimize CRM systems, and create scalable processes that support growth. With 20+ years of experience in customer success, operations, healthcare, and telehealth, I specialize in turning inefficient workflows into organized, measurable systems. Over the years, I’ve worked on improving customer experiences, organizing workflows, resolving complex issues, and keeping systems running smoothly and efficiently. I’m comfortable analyzing processes, improving CRM performance, maintaining accurate data, and helping teams work more productively. I also have experience training and supporting customer service teams by creating clear processes, improving communication, and helping teams deliver better customer experiences consistently. I enjoy working in fast-paced remote environments and adapt quickly to new tools, systems, and workflows. Whether it’s CRM management, customer support, workflow organization, or process improvement, I focus on creating practical solutions that save time, reduce inefficiencies, and support business growth. ⭐How Can I Help? • CRM Audits & Optimization (HubSpot, GHL, Zendesk) • Customer Success Process Development • SOP Creation & Documentation • Telehealth Operations & Intake Workflows • AI-Powered Lead Follow-Up Systems • Patient & Client Journey Mapping • Customer Retention Programs • Team Training & Process Implementation • EMR Migration & Workflow Design Core Skills & Tools: CRM & Systems Optimization: HubSpot • GoHighLevel • Zendesk • IntakeQ (EMR setup, forms, templates) • Launch27 Customer Service & Team Development: Team Training • SOP Creation & Documentation • Process Improvement • Customer Journey Mapping • Issue Resolution • Account Management Communication & Collaboration: Zoom • Slack • Microsoft Teams • Intercom • Klara (HIPAA-compliant) • GoToMeeting • Tawk.to Marketing & Content Tools: WordPress • Canva • Social Media Management • Ad Creation • Marketing Automation • Sales Message Administrative & Productivity Tools: Medical/Telehealth •Tebra •IntakeQ (Assisted in complete patient migration and setup for 10,000 patients) Telehealth Management •Advanced Glp-knowledge and patient guidance • Knowledgable in peptides and Hormones replacement therapy

👋 I'm Dora, an ecommerce growth strategist with 20+ years of hands-on experience scaling DTC and marketplace brands. I work as a fractional growth partner, not a task executor. That means I come in, assess what actually matters, make decisions alongside your team, and build systems that hold up over time. I have operated at the director level across Shopify Plus, Amazon Seller and Vendor Central, Klaviyo, and Attentive. I do not just know these platforms conceptually. I have lived inside them across verticals, seasons, and revenue stages. I augment that depth with AI-powered production tools that accelerate output without diluting strategy or brand voice. If you need senior ownership of ecommerce growth and want someone who can step in with clarity and move fast, that is exactly what I do. WHAT I SPECIALIZE IN Ecommerce and Marketplace Growth Amazon Seller and Vendor Central performance, catalog optimization, A+ Content, SEO-driven listings, and Shopify conversion strategy. I focus on the structural work that compounds: better listings, cleaner catalogs, tighter funnels. Retention and Lifecycle Systems Full-funnel email and SMS programs built on Klaviyo and Attentive. Welcome, abandonment, post-purchase, winback, and re-engagement flows with segmentation that turns one-time buyers into repeat customers and repeat customers into your most valuable cohort. Cross-Channel Growth Strategy Alignment across site experience, Amazon, lifecycle marketing, and paid acquisition, informed by GA4, attribution data, SEO, and AEO. Strategy that connects channels rather than managing them in isolation. AI-Augmented Execution I use AI tools to produce faster, iterate more, and deliver stronger creative output without adding overhead cost to clients. The strategic judgment stays human. The production gets smarter. Performance and Prioritization Clear decision-making using conversion rate, CAC, LTV, ROAS, and funnel performance. Reporting that leadership teams can act on, not just review. SELECTED RESULTS 531% year-over-year growth in high-margin product sales through merchandising and funnel improvements $5M+ in SMS-driven revenue using Klaviyo and Attentive lifecycle strategy 20%+ conversion rates on high-intent lifecycle flows during peak seasons 197% increase in sessions and 27% sales growth after Amazon catalog optimization 97% year-over-year revenue growth in Q1 through email, SEO, and channel strategy 100% ROI on live omnichannel events by closing seasonal brand gaps

I build CRM, lifecycle, and retention programs that turn signups into revenue. 50+ clients. 200M+ messages sent. Consistent 50-70% retention lifts across SaaS and mobile apps. Whether you need a lifecycle program built from scratch or a seasoned strategist to come in and level up what you've got, that's what I do. I've done it for startups, Series B/C companies, and enterprise-scale apps with 20M+ users. I'm Braze Level 2 Certified, deeply experienced with Customer io, and I've worked across Iterable, Klaviyo, Clevertap, and most of the major martech platforms. I most recently served as Head of CRM at a fast-scaling AI edtech app, where I built the entire lifecycle program from the ground up using Customer io, Liquid, and a custom ChatGPT integration that generates 1:1 personalized push messages at scale. Before that, I spent years as a senior consultant leading CRM strategy for mobile apps and SaaS brands, and as VP of Growth for a top-20 health and fitness app where my CRM program drove a 52% revenue uplift. A few recent results: 96% increase in re-subscriptions from canceling users (push + email reactivation) 444% YoY increase in premium signups via a single holiday campaign 43.7% of daily push recipients opening the app within 1 hour 70% improvement in Day 7 retention for a wellness app 50% uplift in trial-to-paid conversions, adding $4.5K MRR Migrated an enterprise client to Braze in 3 months after 12+ months of delays What I typically help with: CRM strategy and architecture from zero to launch. Lifecycle audits and optimization for existing programs. Onboarding, trial-to-paid, and churn recovery flows. Email, push, in-app, and SMS campaign design and copywriting. A/B testing frameworks, cohort analysis, and revenue attribution. Analytics integration with Amplitude, Mixpanel, Segment, or mParticle. How I work: I start with a deep audit of your funnel, your data, and your messaging. I build a strategy tied to your actual growth levers, not a template. Then I execute: copy, flows, segmentation, testing, iteration. I'm a strategist who also does the hands-on work, which means nothing gets lost in translation between "the plan" and "the build." "Trever's copy and lifecycle strategy led to huge uplifts in trial-to-paid, retention, and app store rankings. If he's available, hire him now." - Joe Kindness, CEO, AgencyAnalytics Top Rated Plus. Expert-Vetted. 15+ years in SaaS, mobile, and ecommerce. US citizen based in Europe, async-native, and easy to work with. If you're looking for someone who can own lifecycle end to end, let's talk. Keywords: Lifecycle Marketing, CRM, Email Marketing, Retention, SaaS, Mobile App Marketing, Braze, Customer io, Iterable, Klaviyo, Push Notifications, In-App Messaging, Marketing Automation, SMS, Customer Journeys, Activation, Churn, Product Marketing, Amplitude, Segment, Mixpanel, Clevertap, AI, Campaign Strategy, Revenue Growth, Copywriting, Subscription Apps, Onboarding

I help startups and small businesses improve customer experiences, generate qualified opportunities, and build stronger relationships throughout the customer journey. Over the past several years, I've worked across customer success, sales development, customer support, and startup operations. I've partnered with founders, leadership teams, and customers to improve onboarding, increase engagement, qualify prospects, manage customer relationships, and create processes that help businesses grow. My experience includes inbound and outbound prospecting, appointment setting, discovery calls, customer onboarding, account management, customer support, and ongoing customer success. I enjoy being the first point of contact for prospective customers as well as helping existing customers achieve their goals and remain long-term advocates. I thrive in early-stage and growing companies where adaptability, communication, and ownership are valued. Whether it's qualifying leads, booking appointments, conducting discovery calls, onboarding customers, resolving support inquiries, or improving customer-facing processes, I focus on creating positive experiences that drive business results. Areas of Expertise: • Customer Success Management • Customer Onboarding & Activation • Customer Retention & Relationship Management • Inbound & Outbound Lead Qualification • Appointment Setting & Discovery Calls • Sales Development (SDR/BDR) • Customer Support & Ticket Management • Account Management • CRM Management & Pipeline Organization • Startup Operations & Process Improvement • Cross-Functional Collaboration Tools: HubSpot, Salesforce, Intercom, Freshdesk, Zendesk, Apollo, ClickUp, Asana, ActiveCampaign, Notion, Loom, Slack, Microsoft Teams, Google Workspace, ChatGPT, Claude

I'm a top-tier email marketing expert with years of experience helping D2C / Ecommerce brands grow sales, improve ROI, and extend CLV via Klaviyo email and SMS marketing strategies. Having studied business in college and working in the marketing startup culture in Santa Barbara, CA, I eventually moved into starting my own email marketing agency, Sales Flow Marketing. Now operating over 8 years, Sales Flow Marketing has been honed to results-driven D2C email marketing and lifecycle marketing agency, with a focus on long-term client relationships and top-notch customer service. I'm always open to new partnerships. Message me today on Upwork! I have a 100% top-rated client feedback score on Upwork.

🏅 𝟰𝘅 Braze Certified. Klaviyo Product Certified. Top Rated on Upwork. 𝟭𝟬𝟬% Job Success. 𝟭𝟮+ years building lifecycle marketing for subscription apps and digital brands - 𝗚𝗿𝗶𝗻𝗱𝗿, 𝗖𝗹𝗮𝗶𝗿, 𝗟𝘆𝗳𝘁, 𝗔𝗻𝘆𝘁𝗶𝗺𝗲 𝗙𝗶𝘁𝗻𝗲𝘀𝘀. If your acquisition is working but your activation, trial-to-paid, or retention curve is flat, you have a lifecycle marketing problem. That is what I solve. 🏆𝗥𝗲𝗰𝗲𝗻𝘁 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝘄𝗶𝗻𝘀: • Senior PMM lifecycle owner for a top dating app (𝗚𝗿𝗶𝗻𝗱𝗿, mobile, Braze) • Director of Lifecycle Marketing for fintech subscription app (𝗖𝗹𝗮𝗶𝗿, Braze) • Senior Growth Marketing contributor at 𝗟𝘆𝗳𝘁 • Mid-flight Braze-to-Klaviyo migration with zero subscriber drop ($𝟮.𝟰𝗞 retainer) • 𝟳𝟮,𝟬𝟬𝟬 Shopify leads integrated across ActiveCampaign and HighLevel 💬 "Omari has been an absolutely stellar contributor at Lyft. Equally adept at managing high complexity and refining the team's strategy. An absolute pro who brings uncommonly sharp critical thinking. I'd leap at the chance to work with him again." - 𝗧𝗿𝗲𝘃𝗼𝗿 𝗖., Senior Manager, Growth Marketing, 𝗟𝘆𝗳𝘁 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗮𝗽𝗽 𝗮𝗻𝗱 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝘄𝗼𝗿𝗸: 𝗚𝗿𝗶𝗻𝗱𝗿 (mobile dating subscription app, Braze). Senior PMM owning lifecycle at scale. Cohort segmentation across the trial, onboarding redesign, Canvas reentry for win-back, behavioral triggers tied to in-app product signals. 𝗖𝗹𝗮𝗶𝗿 (FinTech subscription SaaS, Braze). Director of Lifecycle Marketing for a funded fintech. Activation from scratch, retention and reactivation journeys, Currents data layer, deliverability hardening before scale. 𝗔𝗻𝘆𝘁𝗶𝗺𝗲 𝗙𝗶𝘁𝗻𝗲𝘀𝘀 (national fitness chain, Klaviyo + ClubOS). Long-tenure email marketing and lifecycle operator. Campaign architecture, behavioral segmentation, member onboarding, win-back. 🛠️ 𝗪𝗵𝗮𝘁 𝗜 𝗱𝗲𝗹𝗶𝘃𝗲𝗿: ✔ Lifecycle and CRM strategy. Activation, onboarding, retention, win-back, monetization mapped against your real funnel data. Product-Led Growth strategy for subscription apps. ✔ Mobile app growth. Subscription onboarding, paywall and freemium funnels, trial-to-paid redesigns, push notifications, in-app messaging, behavioral deep linking, DAU and MAU lift programs. ✔ Marketing automation and CEP builds. Braze (𝟰𝘅 certified), Iterable, Intercom, OneSignal. Implementation, audit, migration, Currents, Liquid logic, Connected Content. ✔ Email and ESP work across the full scope. Senior strategy: lifecycle audits, flow architecture, segmentation rebuild, e-commerce attribution. Hands-on builds: writing and shipping welcome series, abandoned cart, browse abandonment, post-purchase, win-back, and one-off campaigns. Platforms: Klaviyo, Brevo, MailChimp, Constant Contact, ActiveCampaign, Drip, and Customer IO. ✔ Migration and deliverability rescue. Mid-flight Braze-to-Klaviyo or Klaviyo-to-Braze migrations without dropping subscribers. Email deliverability audits and sender reputation recovery. SQL against event data (HiveQL, Amplitude, Firebase), A/B testing baked in. ✅ 𝗕𝗲𝘀𝘁 𝗳𝗶𝘁 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀: • Consumer mobile app founders shipping their first real lifecycle marketing program (subscription, freemium, or marketplace) • Teams replacing a brittle MVP CRM stack with a properly built Braze or Klaviyo program • Funded subscription apps needing a fractional Director of Lifecycle Marketing or Mobile App Growth Manager on a defined scope • Domain operators (fintech, fitness and wellness, media and entertainment, dating, e-commerce) building a serious lifecycle and CRM function • Brands plateaued on retention, activation, or trial-to-paid that need a senior diagnostic, not another junior to manage Not a fit: paid ads, paid social, Facebook or Google Ads. SEO or organic content. Pure top-of-funnel acquisition. Branding work without a lifecycle core. Email design-only work (responsive HTML coding, custom illustration, new brand asset creation). 𝗛𝗼𝘄 𝗮 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝘀𝘁𝗮𝗿𝘁𝘀: 1️⃣ Scoping call (free, 30 min). I map your funnel data, current stack (CEP or ESP), and the one or two metrics that would matter if they moved. Written diagnosis with prioritized fixes within 𝟰𝟴 𝗵𝗼𝘂𝗿𝘀. 2️⃣ Strategy pass. Stack selection or migration plan, journey architecture, segmentation model, behavioral triggers, success metrics. Trade-offs documented. 3️⃣ Build sprint. Braze Canvases or Klaviyo flows, A/B framework, deliverability hardening, reporting layer. Live in your tools inside one to two sprints. 4️⃣ Measure and iterate. Weekly checkpoints, before-and-after on the agreed metric, full handoff. Production-grade work, not prototype quality. 📩 Send the JD or a 2-line description. If we are a fit, I will reply with a specific lifecycle marketing read on your situation within 𝟮𝟰 𝗵𝗼𝘂𝗿𝘀.