When this client first partnered with EMA, they were at an early stage of system-building with many moving parts in ActiveCampaign, API integrations, and email infrastructure.

Their biggest needs included:
1. Automation clarity - cleaning up and standardizing workflows and tags
2. Creator Onboarding & Lifecycle Management - building structured flows for applications, approvals, and engagement milestones
3. Customer Lifecycle Flows - implementing booking confirmations, pre- and post-travel communications, and cart abandonment recovery
4. Internal Processes - strengthening data hygiene, approval reminders, and copy approval systems

‍This partnership came at a pivotal operational scaling point, as the client transitioned from ad-hoc/manual processes into scalable automations that supported both sides of their ecosystem: creators and travelers.

When this client partnered with EMA, they were operating a mature marketing program inside ActiveCampaign but faced scale challenges: a rapidly growing database nearing contact limits, legacy list architecture (150 lists / 855+ tags), and unclear ownership between transactional vs. marketing sends. Reporting lived across Mode, Google Analytics, and spreadsheets without a unified taxonomy.

This engagement met the client at a scaling inflection point ⎯ moving from accumulated legacy structures to streamlined data, clearer deliverability boundaries, and lifecycle automations that support both growth and reliability.

When this client partnered with EMA, they were juggling multiple program workflows (awards, courses, events) across ActiveCampaign, Gravity Forms, and Box, with legacy awards pipelines, duplicate/obsolete tags, and contact-limit pressure. Transactional notices, award-cycle reminders, and event RSVPs relied on manual steps, and application/reference routing sometimes split across systems.

This engagement met the client at a program-scaling inflection point ⎯ moving from manual, siloed steps to streamlined pipelines and automations that support awards, courses, and events while keeping data clean and communications consistent across campus stakeholders.