02 — the right fit
who is
this for?
A Good Fit If:
Not A Fit If:
-
You've got a customer list you're not using properly
-
Email goes out sporadically, or not at all
-
Enquiries come in and follow-up depends on who's free
-
You're paying for Klaviyo, HubSpot or similar and using a fraction of it
-
You know retention is cheaper than acquisition but nothing has been built
-
You've got fewer than about 500 contacts. Build the list first, we can help with that under Strategy
-
You want one email a month and nothing else. That's a freelancer job and you'd be overpaying us
-
You can't give us access to your platforms and your numbers. We can't work blind
03 — whats included
what we
actually do
01
crm audit & roadmap
A full review of your platform, your data quality, your list health and what's currently set up. You get a written roadmap at the end of it, whether or not you carry on with us.
02
segmentation
Splitting the list by behaviour, value and where someone is in their lifecycle, instead of sending everything to everyone and hoping.
03
automated journeys
Welcome sequences, enquiry follow-up, abandoned basket, post-purchase, reorder prompts, re-engagement, win-back. Built once, working permanently, running whether anyone remembers to log in or not.
04
campaign management
The regular sends. Planned against a calendar, written properly, tested before they go. Not thrown together on the morning.
05
deliverability
Authentication, list hygiene, sender reputation. The unglamorous work that decides whether any of the rest of it arrives.
06
personalisation
Content driven by what someone actually did, not by which spreadsheet column they landed in.
07
reporting
Monthly, in plain English, tied to revenue rather than open rates.
04 — THE PROCESS
how we
run it
Enough talk. Lets get work.
01
weeks 1-2: Audit
02
Weeks 3-4: Plan
03
Weeks 4-8: build
We get into your platform, your data and your numbers. Where has the list come from, what state is it in, what's actually been sent, what worked and what didn't. You'll usually learn things about your own database here.
Journey mapping and a prioritised build order. Highest-revenue flows first, not the easiest ones. You see the plan and sign it off before anything gets built.
Flows built, tested and switched on. Templates designed. Segments created. We test properly, because a broken automation running silently for three months is worse than no automation.
04
Ongoing : optimise
Test, refine, report. The first version of anything is never the best version.
06 — frequently asked questions




