Service
The Channel You Own, Engineered to Outperform the Ones You Rent
Every platform you advertise on can change its algorithm or its price overnight. Your email list can't be de-ranked. We build the flows, segmentation, and CRM discipline that make it your highest-margin channel.
Ready to talk about Email/CRM Marketing?
Get a QuoteThe Problem
A list isn't a CRM strategy.
Most businesses treat email as a broadcast channel — one list, one monthly newsletter, sent to everyone regardless of where they are in the relationship. Open rates decline, unsubscribes creep up, and the channel gets blamed for “not working” when the actual problem is that a first-time visitor and a five-year customer are receiving the identical message.
The deeper problem is a CRM that exists but isn't actually used to segment or trigger anything — customer data sits in a database, unconnected to the marketing that could be personalized against it. Abandoned carts go unaddressed. Win-back sequences for lapsed customers don't exist. Every send is manual instead of built once and left to run.
“A list of email addresses isn't a CRM strategy — it's a spreadsheet with a send button.”
We build segmentation and automated flows first, so the channel does compounding work instead of requiring a manual campaign every single time.
Our Approach to Email/CRM Marketing
Flows built once, doing compounding work.
- 01
List Audit & Segmentation Strategy
We audit existing list health (engagement, deliverability, data hygiene) and build a segmentation model based on behavior and lifecycle stage — new subscriber, repeat customer, lapsed customer — not a single undifferentiated list.
- 02
Automated Flow Build
We build the core automation flows that should run without a human sending each one manually: welcome series, abandoned cart/browse, post-purchase, win-back — each triggered by actual behavior, not a calendar date.
- 03
Campaign Strategy & Content
We plan and produce ongoing campaign sends (promotional, editorial, product) layered on top of the automated flows, written and designed to match brand voice rather than generic template copy.
- 04
Testing, Deliverability & Reporting
We A/B test subject lines and send times, monitor deliverability (sender reputation, spam complaints, inbox placement), and report on open, click, and — where trackable — revenue-per-send, refining the program month over month.
What's included
Deliverables.
- Email list audit and data hygiene review
- Segmentation strategy (behavior and lifecycle-based)
- Automated flow build: welcome series, abandoned cart, post-purchase, win-back
- Email template design aligned to brand system
- Ongoing campaign calendar and copywriting
- A/B testing plan (subject lines, send times, content)
- Deliverability monitoring and sender reputation management
- CRM integration and data sync verification
- Monthly performance reporting (opens, clicks, revenue-per-send where trackable)
- List growth strategy recommendations
Tools & Platforms
- HubSpot
- Klaviyo
- Mailchimp
- Zoho CRM
Case Study Spotlight
CRM Infrastructure for a B2B Marketplace
Nextep Ventures
Nextep Ventures, a B2B marketplace and auction platform, involves a buyer relationship with multiple touchpoints over time — the kind of business where CRM-driven communication (not one-off broadcast email) genuinely matters. Our work focused on the underlying platform and data structure that CRM-driven communication would run on top of.
See the Full ProjectInvestment
Scoped to your project, not a template.
Email/CRM scope depends on list size, number of flows needed, and whether this includes full CRM platform setup or works within an existing one.
List size
Segmentation and deliverability work scale with the number of subscribers actually being managed.Number of flows needed
A welcome series alone is lighter than welcome, abandoned cart, post-purchase, and win-back built together.Platform setup scope
Working within an existing CRM is different from standing up the platform itself.Campaign cadence
Ongoing promotional and editorial sends add scope on top of the core automated flows.
Questions
Frequently Asked Questions
Where This Fits
Pairs well with, and who we run it for.
E-commerce Growth
Every step of the funnel audited until checkout stops leaking revenue. See the serviceAnalytics/CRO
Decisions made on data, not on whoever pitched loudest in the meeting. See the serviceContent Marketing
Content built to compound in search and shareability, not just publish and disappear. See the serviceAI Marketing
Automation that scales judgment, not just tasks. See the service
Who We Do This For