Lifecycle and nurture orchestration
Move accounts between education, nurture, sales follow-up, and reactivation when their situation changes—not when a timer expires.
1.
Read the account
Combine fit, engagement, activity, commercial status, and current company context.
2.
Choose the state
Determine whether the account needs education, nurture, seller attention, a pause, or reactivation.
3.
Coordinate the touches
Keep messages across contacts and channels aligned to the same account state.
4.
Move on evidence
Change the journey only when new behavior or business context justifies it.
Evidence in, action out.
The operating problem
Fixed nurture schedules ignore account context, fragment the buying committee, and mistime the sales handoff.
How the workflow runs
Evaluate fit, interest, stakeholder breadth, company change, and engagement before selecting the next approved play.
Evidence and inputs
Lifecycle stages, CRM activity, engagement, product milestones, content topics, signals, opportunity history, consent, and suppressions.
Actions and handoffs
Enroll, pause, re-engage, or route accounts as evidence changes, while coordinating messages across contacts.
Operating outcome
Buyers receive fewer irrelevant touches and sales handoffs reflect the account’s actual situation.
Controls for production
Consent, frequency caps, opportunity exclusions, channel permissions, transition rules, content approvals, and owner visibility.
Treat lifecycle as a state, not a timer
Each account moves because its evidence changed: new interest, broader activity, active opportunity, or renewed need.
Forge
Orchestrates lifecycle stages, consent, engagement, and suppression.
Heimdall
Monitors company and stakeholder changes that require action.
Mimir
Keeps account and lead context complete and current.
One intelligence layer from plan to delivery
16x
Faster time-to-insight
5
Fewer tools needed
80%
Avg. cost reduction
8 hrs
Saved per team per week
Orchestrate lifecycle decisions across channels
Manage CRM data, marketing automation, product, and customer systems; write back enrollment, pauses, handoffs, and reasons for each transition.
Turn AI potential into real business outcomes
Resources
Certified
Compliant
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