Our services
Four ways to work with us
Every engagement begins with the same question: what should this brand’s customer journey be? What follows depends on what you need.
Services
Strategy
The plan before the build
We map your customer journey from first touch to long after purchase, find where it falls short and set out what to do about it in order of return. You leave the session with a strategy your team can act on with or without us.
Includes:
- Customer lifecycle analysis
- CRM and retention strategy, short and long term
- Segmentation and audience planning
- Campaign calendar and flow planning
- Loyalty and subscription strategy
- Lead capture and pop-up strategy
End-to-end CRM management
One team from strategy to send
The people who wrote the plan build it. Campaigns, flows, content, testing and reporting are handled by a senior team that works as an extension of yours. You hear from us weekly. Monthly, you get a report that says what we did, what it did, and what comes next.
Includes:
- Campaign and flow build, scheduling and QA
- Email, SMS and WhatsApp creative direction, copy and design
- Segmentation, dynamic content and personalisation
- A/B testing and deliverability
- CRM tech stack management
- Daily comms in Slack, weekly call check-ins, monthly strategy workshops, reporting and revenue attribution
CRM training
Your team is taught how to run it themselves.
Not every brand wants an outside team for good. Where you’d rather build the capability in-house, we teach it: how the platform works, how to plan and build well, and how to read the numbers afterwards. Sessions are tailored to your team and your account, not to a standard course. We build the blueprint and hand it over to your team, setting them up for future success.
Includes:
- Klaviyo training, foundation to advanced
- Campaign and flow build workshops
- Segmentation and data workshops
- Reporting and attribution sessions
- A working manual for your account, written for your team
Interim support
Senior-level cover, for as long as you need it.
A CRM lead on leave, a role still being hired for, a launch that needs more hands than you have. We step in at a senior level, pick up the account as it stands, and hand it back in better order than we found it. This also covers single pieces of work with a clear start and end: a migration, a loyalty launch, or a flow rebuild.
Includes:
- Interim CRM lead or director cover
- Maternity, paternity and sabbatical cover
- Additional senior capacity around launches and peak
- Scoped projects: migrations, subscription and loyalty launches, flow rebuilds, deliverability recovery
How we start
Every engagement starts with a deep dive into your customer lifecycle. From there, we build a bespoke strategic roadmap and detailed implementation plan with measurable objectives to keep both teams accountable and focused on commercial impact from day one.
We map the journey your customers actually take, from first touchpoint to post-purchase, and use it to decide what matters first. The map stays live for as long as we work together.
Partners
