Skip to content
Jayce Marie and Co.
Automation

Lifecycle and Automation Architecture for a 50+ Offer Ecosystem

End-to-end lifecycle infrastructure across Kartra, HubSpot, ActiveCampaign, and Zapier — supporting a 50+ digital offer catalog.

Digital offers supported

50+

Emails sent through one sequence system

175,647

Email audience growth (Luxe Life)

20,953 → 41,628

Built primarily as Tech Operations Coordinator at Success with Soul, Inc., with lifecycle and automation architecture also delivered as Tech & Implementations Manager at The Luxe Life Academy and Fractional Operations Manager at Rise Girl™.

Context

A creator-led business ran a catalog of 50+ digital offers with launches, evergreen funnels, mastermind programs, and micro-offers all firing at once. Contact records were tagged inconsistently. Automations overlapped. Nobody was sure which sequences were live, which were retired, and which had silently broken.

Approach

I designed and maintained an end-to-end lifecycle system across Kartra and HubSpot, backed by Zapier and GoHighLevel workflows for adjacent programs. Every lifecycle path — lead capture, nurture, purchase, upsell, post-purchase — had a documented owner, tag structure, and dependency map.

What was built

  • Full-funnel infrastructure: landing pages, opt-in forms, sales pages, checkout flows, upsell/downsell logic, post-purchase automation
  • Lifecycle tagging and segmentation logic supporting lead qualification, nurture, and program enrollment
  • Email workflows for launches, evergreen funnels, mastermind programs, and micro-offers
  • Kartra sequence stats visible at a glance: 24,204 leads, 615 active, 175,647 emails sent
  • HubSpot workflows for enrollment, form-triggered updates, and record management
  • Zapier automations bridging ClickUp, Google Sheets, Fathom, GiveButter, Gmail, and ActiveCampaign
  • GoHighLevel campaign workflows with stats visibility per node

How it stayed safe under change

  • Documented funnel logic and automation dependencies
  • System change logs so iteration didn't silently break downstream flows
  • Clear naming conventions across sequences, tags, and triggers
  • Regular audit passes to retire dead automations

Adjacent lifecycle work

Similar lifecycle infrastructure has powered Rise Girl™ program enrollments and Miami MoCAAD's donor lifecycle — the same discipline of tagging, segmentation, and dependency documentation carried across contexts.

Tools involved

KartraHubSpotActiveCampaignGoHighLevelZapierAirtableGiveButter

Next case study

Company Operating System Architecture