CSV cleanup and practical automation, with clear change logs
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CSV cleanup and practical automation, with clear change logs
Example of the kind of workflow I build: messy or repetitive business data goes in, gets cleaned and reconciled, then comes out as a consistent, client-ready report with validation built in.
This demo passed 12/12 validation checks and is designed around repeatable reporting, data cleanup, and reducing manual work.
The CX Marketing Kit is a structured lifecycle marketing framework designed for startups and growth-stage teams that need clarity, automation, and retention strategy without hiring a full internal lifecycle team.
It provides AI plug and play foundational templates, journey maps, segmentation logic, and QA systems needed to launch scalable customer engagement programs across email, SMS, and in-app channels.
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I designed and developed structured AI Prompt Ready Packs to help marketing teams and founders operationalize customer experience and lifecycle strategy using AI tools.
Rather than offering generic prompt libraries, these packs provide outcome-based workflows tailored to real business scenarios such as onboarding optimization, retention strategy, segmentation planning, and automation design.
Each prompt is built to function as a guided AI assistant for specific digital marketing challenges.
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At Wysh (fintech/insurtech), I led the design, implementation, and validation of multi-channel lifecycle journeys in Braze to improve customer onboarding, reduce payment lapses, and increase policy reinstatement rates.
The goal was to move from reactive messaging to a structured, event-driven lifecycle system that automated engagement across email and SMS while aligning with compliance and subscription requirements.
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Led the design and implementation of lifecycle marketing strategies to improve customer engagement, retention, and product adoption within a fintech insurance environment. This work focused on translating customer behavioral data into automated lifecycle journeys using Braze, enabling scalable and personalized communication across email, SMS, and in-app channels.