The Problem
Most brands we work with aren't starting from zero. They come with Klaviyo live, a campaign cadence in place, and a flow library built up over years — often by a previous agency or one or two in-house specialists. What they need isn't more sends. They need a partner who can diagnose what's actually limiting revenue, prioritize what to fix next, and run the program at a higher standard.
Campaigns go out, flows are live, and the team is busy — but revenue per recipient, flow contribution, or repeat purchase rate hasn't moved in quarters. Activity isn't the problem. Compounding is.
Work gets done, but there's no rigorous quarterly prioritization tying initiatives to revenue goals. The calendar fills with what was convenient, not what the data says will move the needle.
Flows, segments, and templates built by a prior agency or hire were never re-architected. The foundation caps performance no matter how hard the current team works.
The last agency maxed out on strategic depth. The in-house specialist maxed out on bandwidth or senior expertise. Leveling up means better prioritization and execution at the same time — not swapping one for the other.
The Strategy Side
We benchmark your program against hundreds of brands at a similar stage, layer in your performance and business context, and back out a focused quarterly plan — not a recycled playbook from the last client.
Proprietary benchmarks and performance patterns from 450+ brands — plus a decade of tactics and best practices we’ve seen work in the wild.
Your revenue data, list health, seasonality, product mix, and brand constraints. Strategy has to fit your business, not a generic playbook.
We prioritize the initiatives most likely to move your goals — sequenced into a clear roadmap with realistic targets, not a crowded wish list.
We execute campaigns and flows alongside your team, measure what moves, and refine every quarter until performance compounds.
How It Works
We audit what's already live — flows, campaigns, segments, integrations — and benchmark performance against brands at your stage. You see exactly where the prior setup is leaving revenue on the table.
Portfolio insight plus your data produces a prioritized quarter plan: what to re-architect, what to launch, and what to test — with clear revenue targets, not a crowded backlog.
We run the calendar, brief creative, build flows, QA every send, and keep weekly momentum — replacing or augmenting the agency or in-house setup you have today.
End-of-quarter review: what shipped, what hit goals, what to change. Those learnings feed the next roadmap so performance compounds quarter over quarter.
The execution side
We don't hand you a strategy deck and walk away. We plan, design, build, test, deploy, and report on every campaign and automation.
Access Audience, included. Retention Strategy & Execution engagements include complementary access to Access Audience— our campaign planning software — so calendars, briefs, QA, and deployment stay aligned in one system.
Our Execution Process
Every campaign starts with a brief — audience, objective, offer, messaging angle, and success metrics defined before a single pixel is placed.
Our designers and copywriters craft on-brand emails built for conversion. Subject lines, preview text, body copy, and CTAs are all written to your brand voice.
Responsive HTML builds optimized for every major email client. Dynamic content blocks, personalization tokens, and conditional logic wired in.
Cross-client rendering tests, link validation, UTM audits, segment verification, and spam scoring. Nothing goes live without passing our 40-point checklist.
Scheduled or triggered sends deployed at optimal times. Real-time monitoring for deliverability anomalies, bounce spikes, or engagement drops.
Structured post-send reviews: revenue attribution, open and click analysis, and A/B learnings captured and fed into the next campaign cycle.
Automation Flows We Build
We architect, build, and optimize every key automation — each one engineered with conditional splits, A/B tests, and dynamic content.
First impressions that convert. A multi-touch onboarding sequence introducing your brand story, best-sellers, and a conversion incentive timed to purchase intent signals.
Revenue recovery on autopilot. Triggered emails and SMS with cart contents, urgency cues, and social proof — typically recovering 8–15% of abandoned carts.
Recapture high-intent visitors. Personalized reminders featuring the exact products they viewed, related recommendations, and time-sensitive nudges.
Turn buyers into repeat customers. Order confirmations, product education, cross-sell sequences, and review requests timed to delivery milestones.
Re-engage lapsed customers before they churn. A graduated series of offers, emotional appeals, and final-chance messaging over a 30–90 day window.
Protect your sender reputation. Automated identification and suppression of chronically unengaged subscribers to maintain inbox placement across your list.
Reward your best customers. Exclusive early access, loyalty tier notifications, and personalized thank-you messages that deepen lifetime value.
Perfectly timed reorder reminders. Triggered by average consumption cycles and purchase history so replenishable products never run out.
Who This Is For
This engagement is for brands that already have email running and want to move it to the next tier — with a partner who brings cross-brand benchmarks, sharper prioritization, and execution at a higher bar. If you recognize yourself below, we should talk.
Not only eCommerce — we've also worked with leading brands in SaaS, gaming, franchises, financial services, and other verticals where lifecycle messaging drives revenue.
eCommerce brands generating $5M+ in annual revenue with an established Klaviyo program and 50,000+ subscribers
Coming off another agency, a lean in-house setup, or a team that's competent but capped — and ready to level up
Revenue per recipient or flow performance has plateaued despite consistent campaign activity
Leadership wants senior strategic oversight plus hands-on execution
A quarterly rhythm with clear priorities, accountability, and compounding learnings — not another calendar of filler sends
Results
Email revenue generated for clients
eCommerce brands served
Years of retention marketing expertise
“Frame Destination (home & framing): migrated from Mailchimp to Klaviyo with targeted automations and consistent campaigns — a documented 9,245% revenue lift, including a single free-shipping promo that drove $33,733 in one send.”
“BariatricPal (health & wellness): segmented campaigns with strategic resends drove 429+ orders and $38K+ around one Labor Day window; web push and on-site capture later compounded into $400K+ in attributable push revenue and roughly $3.4M from contacts acquired on-site.”
“Misook (luxury apparel): stood up compliant SMS from zero — $40K+ in attributable revenue in under a month, with strong early performance on the first campaign sends.”
FAQ
Book a strategy call with our team. We'll review your current retention program, identify the biggest opportunities, and outline how we'd run both the roadmap and day-to-day execution for your brand.
Book a Strategy Call