Data-Driven Lifecycle Automation, Powered by Customer.io
Perspectives on marketing, branding, performance, and digital experiences - from the that&co team and industry leaders.
The opportunity
Many growth-stage and SaaS businesses are sitting on rich customer data they aren't fully using. New users sign up and go quiet, onboarding is generic, churn signals slip by unnoticed, and teams default to broad, batch-and-blast campaigns instead of responding to individual behavior. The opportunity is clear: messaging that adapts in real time to what each customer actually does — personal, timely, and automated.
Our approach
As a Customer.io partner, That&Co turns that unused data into a self-running engagement system. We connect your product and event data, design behavior-driven journeys, and build them out so the right message fires at the right moment — without adding manual workload to your team. You get the speed and precision of automation, backed by our lifecycle strategy and creative.
Why Customer.io
Customer.io builds personalized customer journeys across every channel, fueled by first-party data — trusted by 9,000+ brands including Notion, Buffer, and Mixpanel. Its strength is real-time responsiveness: messaging that adapts to user behavior automatically. That makes it an ideal fit for fast-moving SaaS and growth-stage businesses, and a powerful complement to That&Co's retention-marketing approach.
What this partnership lets us offer you
With Customer.io, That&Co can now provide:
- Behavioral journey automation — automated flows that respond to what each user does (or doesn't do), across activation, onboarding, re-engagement, and churn prevention.
- First-party data integration — connecting your product and event data so messaging is triggered by real behavior, not guesswork.
- Lifecycle email & messaging design — personalized email, in-app, push, and SMS content tailored to each stage of the customer journey.
- Audience segmentation — data-driven segments that replace batch-and-blast with genuine relevance.
- Visual workflow building — end-to-end journey design using Customer.io's workflow builder, mapped to your specific goals.
- Analytics & optimization — tracking lifecycle performance against clear KPIs and refining flows on real engagement data.
Who it's for
Growth-stage and SaaS businesses sitting on rich customer data they aren't fully using — teams that want personalized, automated engagement without adding headcount.
The That&Co difference
We don't just operate the platform — we turn it into a self-running engagement system. Customer.io gives us the speed and precision; That&Co brings the strategy, creative, and lifecycle expertise to make it perform.
More Blogs
Whether you’re implementing a new MarTech platform, improving customer retention, or looking for a long-term growth partner, we’ll help you connect strategy, technology, and creative into one scalable system.
