Platform Expertise & Migration

Unlock the full power of your email & SMS platform.

Most brands use a fraction of what their ESP can do. We master every platform inside and out — and when it's time to move, we execute zero-disruption migrations that preserve every dollar of revenue.

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The Problem

Most brands use 20% of their ESP.

You're paying for a powerful platform but treating it like a glorified email blaster. Here's what we see over and over again:

Basic setup that never evolves

You launched on the platform, set up a welcome flow, and haven't touched the backend since. The platform grew — your setup didn't.

Features gathering dust

Predictive analytics, advanced dynamic content, API integrations — you're paying for enterprise features but running a starter playbook.

Fragmented data architecture

Customer data lives in silos. Properties aren't synced, events aren't tracked, and your segments are based on guesswork.

Poor integrations

Your ESP isn't talking to your tech stack. Reviews, loyalty, subscription data, and purchase behavior sit disconnected.

Stuck on the wrong platform

You've outgrown your current ESP — or picked one that was never right — but the fear of migration keeps you locked in.

Platforms We Master

Deep expertise, not surface-level familiarity.

We don't just know these platforms — we've built hundreds of programs on them and know exactly where each one shines and where it falls short.

Klaviyo

Agency Partner

Our flagship platform since 2014. Priority support, advanced segmentation, custom integrations, predictive analytics, and deep Shopify-native capabilities.

  • Advanced segmentation & RFM models
  • Predictive analytics & AI features
  • Custom API integrations
  • Priority agency support

Customer.io

Technical Workflows

The platform for event-driven, developer-friendly automation. We build sophisticated technical workflows that trigger on real user behavior in real time.

  • Event-driven automation
  • Liquid templating & webhooks
  • Multi-channel orchestration
  • Data pipeline integrations

HubSpot

CRM-Native Email

When your email program needs to be deeply integrated with sales and CRM, HubSpot's Marketing Hub delivers. We unlock the full lifecycle across every stage.

  • Marketing Hub optimization
  • CRM-native email workflows
  • Lead scoring & nurture tracks
  • Custom reporting dashboards

Braze

Cross-Channel Lifecycle

For sophisticated lifecycle and cross-channel programs. We build Canvas journeys, connected content, and segmentation that scale with your customer data.

  • Canvas & orchestration
  • Connected Content & APIs
  • Segmentation at scale
  • Email, SMS & in-app

Salesforce Marketing Cloud

Enterprise

For enterprise-scale programs with complex journey requirements. We navigate SFMC's depth — Journey Builder, AMPscript, data extensions, and beyond.

  • Journey Builder architecture
  • AMPscript & personalization
  • Data extension management
  • Complex multi-BU setups

Others

Full Coverage

We also bring deep expertise to Oracle Responsys, Mailchimp, Iterable, and Drip. If your brand runs on it, we know it.

  • Oracle Responsys
  • Mailchimp
  • Iterable & Drip
  • Custom platform evaluation

Migration Services

Zero-disruption migrations.

Moving ESPs doesn't have to mean lost revenue, broken flows, or deliverability nightmares. Our six-phase process ensures a seamless transition.

01

Data Migration

Complete transfer of subscriber lists, segments, custom properties, engagement history, and consent records — nothing gets left behind.

02

Flow Reconstruction

Every automated flow rebuilt from scratch on your new platform, optimized for its native capabilities rather than simply replicated.

03

Template Rebuilding

Pixel-perfect template conversion with improvements — responsive design, dynamic content blocks, and platform-native features baked in.

04

Warm-Up Planning

Structured IP and domain warm-up schedules that protect your sender reputation and ensure inbox placement from day one.

05

Parallel Testing

We run both platforms side by side during transition, validating deliverability, revenue, and engagement before anything gets switched off.

06

Cutover & Validation

Coordinated cutover with real-time monitoring, post-migration audits, and a 30-day stabilization period to confirm performance.

Advanced Feature Utilization

Unlocking the other 80%.

Your platform has capabilities that most agencies never touch. We go deep on the features that separate average programs from revenue machines.

Predictive Analytics

Leverage built-in machine learning for predicted CLV, churn risk, next order date, and optimal send times — then build segments and flows around these signals.

Advanced Dynamic Content

Go beyond first-name personalization. Conditional logic, catalog feeds, real-time inventory, weather-based content, and user-behavior-driven blocks.

Custom Properties & Events

Properly structured custom properties and event tracking that turns your ESP into a true customer data engine — not just a mailing tool.

API Integrations

Connect your ESP to every tool in your stack — loyalty programs, review platforms, subscription services, helpdesks — via native integrations and custom APIs.

Advanced Segmentation

RFM models, behavioral cohorts, predictive segments, multi-condition logic, and real-time segment updates that power hyper-targeted messaging.

Who This Is For

Is this the right service for you?

Brands outgrowing their current ESP

You've hit the ceiling on features, sending volume, or segmentation complexity and need a platform that scales with you.

Brands not getting ROI from their platform

You're paying enterprise pricing but running a basic program. The gap between what you pay and what you use is costing you revenue.

Brands considering migration

You know you need to move but the risk, complexity, and potential revenue disruption has kept you from pulling the trigger.

Teams lacking in-house ESP expertise

Your marketing team is talented but doesn't have deep platform-specific technical skills to unlock advanced features.

Results

Migration & platform success by the numbers.

20+

ESP migrations completed

Across Klaviyo, Customer.io, HubSpot, SFMC, and Braze — with parallel-run discipline from planning through cutover.

3.2×

Average feature utilization increase

Brands go from using basic sends and a welcome flow to leveraging predictive segments, dynamic content, and full automation suites.

<5%

Typical revenue variance in transition

Parallel sends, phased cutover, and validation keep most programs within a low single-digit percent of normal during the migration window — not a flat line, but controlled.

28 days

Average migration timeline

Most migrations are fully complete and stabilized within four weeks — including warm-up and validation.

FAQ

Common questions.

Most migrations are completed within 3–5 weeks, depending on the complexity of your flow architecture and list size. High-complexity moves (deep flow stacks, multi-BU setups, fragile integrations) can run longer: the longest we’ve planned through was on the order of three months, in a case where the cutover had to be staged around Black Friday / Cyber Monday — not typical, but it happens when the calendar and risk tolerance demand it.

No. We migrate all subscriber data — lists, segments, custom properties, engagement history, and consent records. We validate data integrity at every stage with side-by-side audits before and after transfer.

No. While Klaviyo is our flagship platform, we have deep expertise across Customer.io, HubSpot, Salesforce Marketing Cloud, Braze, Iterable, and more. We recommend the platform that best fits your business needs.

We start every engagement with a platform evaluation. We assess your current setup, business requirements, tech stack, budget, and growth trajectory to recommend the best fit — even if that means staying where you are.

Absolutely. Most clients continue with us on a retained basis for ongoing optimization, campaign management, and advanced feature buildout. Migration is often just the beginning of the relationship.

Get more from your platform — or find one that fits.

Whether you need to unlock features you're already paying for or migrate to a platform that better fits your business, we'll build the roadmap and execute it.

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