How we work.
How we work.
Just like your business, email marketing is never really "done."
That’s why we view ourselves as collaborators—working with you to build an email ecosystem that grows alongside your business, without putting all the pressure on your plate. No one knows your customers like you do, and no one can grow your business the way you can.
We harness that passion to craft a plan tailored to your growth goals—designed to drive profitable revenue now and into the future, without relying on constant discounting to win back customers.
Phase 1 - Analyze & Audit
Primary Segmentation
We work to understand your customer segments and what makes them unique. Then we unpack what behaviors we want to drive to generate revenue and where they fit into your customer lifecycle — all while positioning your brand competitively in the market.
Audience Analysis
We dive into your analytics to better understand your business—not just email and SMS, but your entire marketing ecosystem. We aim to understand your customer base and what sets you apart from the competition.
Audience Building
We survey current customers and connect with your most loyal ones to understand their pain points—and how they perceive your brand in the market today.
Phase 2 - Design
Design System Build
We study your brand at a cellular level to ensure your visual identity and tone of voice are fully captured in design. Collaborating closely with your team, we translate those elements into a scalable design system with reusable components and creative flexibility.
Flow Mapping
We build your baseline flows and map out a roadmap for additional ones over the coming months—including onboarding, behavior-triggered emails, segmented sequences, retention and winback flows, pre- and post-event campaigns, and more.
Campaign Strategy/Planning
We create a framework for consistent campaign sends—establishing cadence, messaging, segmentation, and planning templates that all ladder up to your high-level business goals.
Phase 3 - Build
Go Live / Testing
We bring your strategy to life—launching and testing your email automations and refining them monthly. From day one, we run A/B tests to identify what’s working and double down on it.
Campaign Scaling
We clean and warm your lists to improve deliverability, then develop a steady cadence of cohesive campaigns featuring value-driven content, product education, and promotions.
Coaching
We guide you and your team through the system—training you to operate it confidently, spot new opportunities, and plan months (or quarters) ahead to build intentional sales peaks into your calendar.
Process Timeline
-
Month 1
First, we will work to understand your business, audit your data and research your audiences. From there we will build an email design system, templates, info capture and outline an strategy roadmap for automations.
-
Month 2
Then we will build out your essential email automations. Once they’re live, you’ll start engaging customers, growing trust and driving revenue while you sleep. This is the foundation for warming your audiences and ensuring success.
-
Month 3
Introduce new automations, test and refine baseline automations, and begin building a content calendar along with a campaign email process, while continuously testing and improving over time.
-
Month 4-6
Continue introducing automations and building your audience while collaboratively creating a campaign rhythm. This one-two punch of email automations and campaigns is how we maximize your LTV and drive up AOV.
FAQs
-
We can help create high-performing emails with you—or coach your team to do it themselves. Either way, we keep your strategy moving forward and your customers coming back.
-
No problem. We’ll build a process that works for your team—planning a content calendar, streamlining content creation, producing it, and getting it in front of your audience.
-
We prioritize the biggest revenue opportunities first—like automations and campaigns. Many clients see major improvements within the first two months, with growth compounding from there.
-
Most of our partners are on a monthly retainer, but we give everyone the option to adjust and change at any time. It gives you more flexibility, but once you start seeing the ROI, you probably won’t want to leave.
-
We’ve got a talented design team—and honestly, some of the best-performing emails are just well-written plain text. Either way, we’ve got you covered.
-
You know your customers—we help you turn that insight into valuable, engaging content. Together, we find creative ways to bring your brand to life.
-
We approach everything holistically—always thinking about how email fits into your broader marketing strategy. From day one, we align systems, messaging, and customer experience across the board.