Services
The Full Stack. Without the Full-Time Overhead.
Customer retention and lifecycle marketing for eCommerce brands on Shopify and Klaviyo. Data-first strategy, hands-on execution, and the kind of results that show up in your bank account... not just your dashboard.
Customer Retention Strategy
Data-first retention roadmaps that prioritize revenue impact over vanity metrics.
DetailsEmail & SMS Marketing
Full-service Klaviyo program management. Strategy through execution.
DetailsMarketing Automation
The flows that make money while you sleep. Built and optimized in Klaviyo or HubSpot.
DetailsCRM Management
Ongoing Klaviyo and HubSpot optimization. Segmentation, hygiene, integrations.
DetailseCommerce Development
Shopify theme builds, customizations and relaunches. Fast, clean, conversion-focused.
DetailsAudits & Consulting
Klaviyo and HubSpot audits that find the revenue you're leaving on the table.
DetailsStrategy
Customer Retention Strategy
Most eCommerce brands spend 80% of their marketing budget on acquisition and 20% on keeping the customers they already have. That math is backwards. Retention strategy starts with an audit of your current customer lifecycle: where people are dropping off, what's driving repeat purchases, and where the biggest revenue gaps are hiding.
From there, we build a prioritized roadmap based on actual revenue impact... not a 40-page strategy deck that collects dust. The goal is clear: increase repeat purchase rates, improve customer lifetime value, and reduce churn. Every recommendation comes with projected impact so you know exactly what to expect.
What this looks like
Lifecycle audit, customer journey mapping, segmentation strategy, retention KPI framework, and a prioritized action plan ranked by revenue impact and implementation difficulty.
Execution
Email & SMS Marketing
Full-service email and SMS program management in Klaviyo. Campaign strategy, content creation, template design, A/B testing, performance analysis, and ongoing optimization. This isn't just hitting send on a weekly newsletter; it's building a program that drives measurable revenue.
Click rate is the primary engagement metric here. Open rate has been unreliable since Apple Mail Privacy Protection rolled out, and too many brands are still making decisions based on inflated open data. We focus on what actually correlates with revenue: clicks, conversions, and revenue per recipient.
What this looks like
Campaign calendar and strategy, email/SMS content creation, template design and branding, A/B testing program, performance reporting, and deliverability monitoring.
Automation
Marketing Automation
Flow and workflow architecture in Klaviyo and HubSpot. Welcome series, abandoned cart, browse abandonment, post-purchase, winback, VIP/loyalty, back-in-stock, price drop, cross-sell, replenishment, and customer birthday flows. These are the revenue drivers that work 24/7 whether you're at your desk or on the mountain.
Every flow is built with standardized naming conventions and trigger logic, so your account stays clean and manageable as it scales. During audits, missing flows are flagged with estimated monthly revenue impact based on recipient volume, estimated conversion rate, and AOV. Conservative projections, not aspirational ones.
What this looks like
Full flow architecture buildout, trigger and filter logic, email content for each flow step, A/B testing, performance benchmarking, and ongoing optimization.
Management
CRM Management
Ongoing management and optimization of your Klaviyo or HubSpot account. This covers the stuff that keeps your marketing engine running clean: contact and audience management, segmentation strategy, list hygiene, integration maintenance, and data quality monitoring.
For HubSpot engagements, scope extends to Marketing Hub, Sales Hub, CMS, and Operations Hub depending on what you need. For Klaviyo, it's deep platform management including custom reporting, deliverability monitoring, and tech stack integrations with your Shopify store.
What this looks like
Segmentation strategy, list hygiene and sunset policies, integration maintenance, custom dashboards and reporting, and deliverability management (SPF, DKIM, DMARC).
Development
eCommerce Website Design & Development
Shopify theme development and customization built on OS 2.0 architecture. Liquid templating, section and block schema, theme editor configuration, metafields, metaobjects, and dynamic sources. Clean, fast, conversion-focused stores with no bloat and no unnecessary apps dragging down your page speed.
The default starting point is always a free or basic theme. Paid themes are recommended only when specific features justify the cost and can't be achieved with a free theme with quality customizations or apps. Every build prioritizes mobile performance, because that's where your customers are.
What this looks like
Theme builds and customization, custom sections and templates, mobile optimization, page speed optimization, Shopify admin configuration, and Klaviyo integration.
Consulting
Audits & Consulting
Structured Klaviyo account audits that identify issues and opportunities across campaign performance, flow architecture, segmentation strategy, data quality, deliverability, and compliance. Also HubSpot discovery and consulting for CRM optimization. The audit is typically the first step in any new engagement.
Audit deliverables include a structured report with findings organized by category (Performance, Data Quality, Technical Setup, Opportunities) and recommendations prioritized as High, Medium, or Low impact. You get a clear picture of where you stand and a roadmap for where to go.
What this looks like
Account audit report, revenue opportunity analysis, flow gap assessment, segmentation review, deliverability health check, and a prioritized recommendations roadmap.
Industry Experience
Comfortable in Regulated Categories
Regulated industries have marketing constraints that most consultants don't understand. I've worked in categories where one wrong email can trigger a compliance issue. That experience means fewer surprises and faster execution.
How Engagements Work
Simple Process. Real Results.
Every engagement follows the same three-phase structure. No mystery, no scope creep, no surprises on the invoice.
Phase 1: Audit & Benchmark
Deep dive into your current setup. We establish baseline metrics, identify gaps, and build a prioritized roadmap based on revenue impact. You get a clear picture of where you stand before we touch anything.
Phase 2: Build & Launch
Hands-on execution against the roadmap. Flows, campaigns, segmentation, templates, and integrations... built in priority order so the highest-impact work ships first.
Phase 3: Monitor & Optimize
Performance tracking against real business metrics. Continuous A/B testing, refinement, and reporting. The data tells us what to do next; we keep listening.
Ways to Work Together
Fractional / Retainer
Ongoing monthly engagement for CRM management, campaign execution, and continuous optimization. Like having a marketing director on your team without the full-time salary.
Project-Based
Defined scope with clear deliverables. Audits, migrations, theme builds, flow architecture buildouts. Start date, end date, done.
Consulting Only
Strategy and guidance without hands-on execution. Ideal if you have a team but need expert direction on Klaviyo, HubSpot, or retention strategy.
Ready to Stop Guessing?
Whether you need a full retention strategy overhaul or just want a second opinion on your Klaviyo setup, the first step is the same. Let's talk.
Book a Discovery Call