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Email & Automation

Turn subscribers into repeat customers.

Lifecycle flows, campaigns and segmentation that grow revenue from the audience you already own.

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Overview

Email & Marketing Automation

Where it sits in the customer journey

  • Keep

Your email list is the one audience you do not rent from a platform. Every message reaches someone who has already raised a hand, which is why well-run email is among the most dependable channels a business can have.

We build the automated flows that do steady work in the background, then add a campaign calendar on top. Segmentation keeps messages relevant, and deliverability monitoring keeps them out of the spam folder.

A good fit when

  • Your list hears from you rarely, or only when there is a sale.
  • First-time customers are not coming back as often as they should.
  • Leads go quiet between the first inquiry and the sales conversation.

Scope

What's included

The work Email & Automation covers. The exact mix is agreed with you in the plan, and anything that is not needed yet is left out.

01

Welcome, abandonment and win-back flows

Automated sequences triggered by what a person does, built once and improved over time.

02

Campaign calendar and copywriting

Planned sends for launches, promotions and stories, written in a voice that sounds like you.

03

List segmentation and personalization

Groups based on behavior and purchase history, so people get messages that fit where they are.

04

Template design and build

Reusable, mobile-first templates that match your brand and are quick to assemble.

05

Deliverability monitoring

Authentication, list hygiene and inbox placement checked regularly, before a problem reaches revenue.

06

SMS and push alongside email

Text and push messages used sparingly, for the moments when timing matters most.

Method

How we approach it

Every Email & Automation engagement follows the same sequence, in this order, so nothing is built on guesses.

  1. Step 01

    Audit the account

    We review flows, list health, sending reputation and how data reaches the platform from your store or CRM.

  2. Step 02

    Build the core flows

    Welcome, abandonment, post-purchase and win-back come first, because once built they work every day.

  3. Step 03

    Plan the calendar

    Campaigns are scheduled around your launches and seasons, with each send aimed at a specific segment.

  4. Step 04

    Test and refine

    Subject lines, timing, content and offers are tested continuously, and the winners become the new baseline.

Measurement

What we measure

The numbers that go into every Email & Automation report, and the reason each one earns its place.

These are the metrics we track, not promised results. Targets are set with you once we have seen your baseline.

Revenue per recipient
What each send or flow earns relative to the number of people who received it. The clearest measure of relevance.
Flow conversion rate
The share of people entering an automation who go on to buy or book.
Click rate
Who acted on the message. More reliable than opens, which inbox privacy features have made hard to trust.
Unsubscribe and complaint rates
An early warning that frequency or targeting is off, and a direct input to deliverability.

Platforms we work in

The tools Email & Automation work usually runs on. Named for reference only; no partnership or endorsement is implied.

FAQ

Questions about Email & Automation.

The things people ask before they start. If yours is not here, ask it on a call.

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Most often Klaviyo, HubSpot, Mailchimp and ActiveCampaign, and we can work in whatever you already use. If the platform is limiting you, we will say so and help with a migration.

Usually, yes. Automated flows are worth setting up early because they apply to every new subscriber from then on. We would pair that with a plan for growing the list from the traffic you already have.

As often as you have something useful to say to that segment. Engaged subscribers can hear from you more than lapsed ones. We set frequency by segment and watch unsubscribe and complaint rates to know when to ease off.

We set up signup forms, consent records and unsubscribe handling to follow the rules that apply to your audience, such as CAN-SPAM and GDPR. For legal interpretation specific to your business, we work with your counsel.

Pairs well with

Services that make Email & Automation work harder.

Channels do more when they share a plan. These are the ones that connect to it most directly.

All services
07

Conversion Rate Optimization

Research, experiments and landing pages that turn more of your existing visitors into leads and sales.

  • Funnel and UX audits
  • Heatmap and session-recording analysis
  • A/B and multivariate testing
  • and 3 more
02

Paid Media & PPC

Search, shopping and paid social campaigns planned around profit rather than clicks, with creative and budgets reviewed every week.

  • Account audits and restructuring
  • Search, Shopping and Performance Max
  • Paid social on Meta, TikTok and LinkedIn
  • and 3 more
08

Analytics & Tracking

Clean tracking, sensible attribution and dashboards your team will open, so every decision starts from numbers you trust.

  • Google Analytics 4 setup and audits
  • Tag Manager implementation
  • Conversion and server-side tracking
  • and 3 more