Payarc Customer
Journey Emails
Scope | Led the strategy, content design, and execution of Payarc’s customer journey email programs to improve agent activation, education, and long-term engagement. The initiative focused on using behavioral data and reporting insights to identify friction points in the partner lifecycle and deliver timely, relevant messaging aligned with Payarc’s partner-first positioning. I worked cross-functionally with Sales leadership to close activation gaps and ensure messaging directly supported revenue-
driving behaviors.
Deliverables
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Customer journey mapping informed by HubSpot reporting,
engagement data, and sales feedback -
Custom-coded HTML email templates built directly in HubSpot to
optimize layout control, responsiveness, and brand fidelity -
Close collaboration with Head of Sales to identify education
gaps and misalignment between sales handoff and agent onboarding - Modular email components to support ongoing iteration,
testing, and future journey expansion
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Impact | This customer journey directly addressed a key activation gap by aligning lifecycle messaging with how agents actually onboard, learn, and sell. It served as one of the first large-scale applications of Payarc’s new brand voice—moving the brand from theory into practice across real revenue-driving touchpoints.
