THE WORK
Three ways in. Most brands start with the first.
Something in the system isn't working, and nobody can say exactly what. That's the usual starting point — and it's exactly what the work is for.
01. AUDITS & STRATEGY
Find out what's actually holding you back
Before more campaigns, more flows, or more tools — you need to know which of them is the problem. Usually it's none of them. Usually it's underneath.
FIXED SCOPE + INVESTMENT
WHAT I LOOK AT
CRM & Email
Flows, segments, suppression, deliverability, cadence — against benchmarks, not vibes.
Shopify front end
Conversion friction, product structure, navigation.
The ecosystem
Every platform you're paying for, what each one actually does, and where data falls between them.
Data foundations
List health, identifier alignment, what your reports can and can't be trusted to say.
HOW IT RUNS
1.
Intake and access — you share the keys, I stay out of your way.
2.
One week inside your systems, independently.
3.
A written report and a sequenced roadmap — priorities, not an exhaustive list.
4.
The roadmap is yours. Run it in-house, or we keep working together.
WHO THIS IS FOR
✔️ Brands with trading history whose stack has grown past its setup.
✔️ Teams who've inherited a Klaviyo account they didn't build.
✔️ Businesses about to invest in growth who want to know the foundations will hold it.
Audits are a fixed investment, quoted before we start. You'll know the cost before I've seen your data.
02. CONSULTING & RETAINERS
Senior hands in the system, every week
Not a deck every quarter. Someone who already speaks Klaviyo and Shopify, working inside your stack — without the three-month ramp or the full-time hire.
ONGOING + LIMITED PLACES
WHAT IT COVERS
Lifecycle strategy
Flow architecture, trigger logic, journey mapping.
Campaign execution
Briefing, segmentation, copy review, QA — the discipline, weekly.
Deliverability
Domain health, authentication, list hygiene. The quiet work that protects everything else.
Reporting & insight
Regular reviews that say what moved, why, and what's next.
HOW IT RUNS
1.
Usually begins with an audit, so we're working from shared priorities.
2.
Scope agreed upfront — hours, rhythm, what's in and what isn't.
3.
A weekly working rhythm, plus independent review of the system.
4.
Quarterly resets: what the retainer covers evolves as the work does.
WHO THIS IS FOR
Brands past the audit, with a roadmap to work through. Teams who need a senior person in the system every week. Agencies who need someone who slots in without ramp — and works under your banner without drama.
03. COACHING
Own it confidently
Sometimes the goal isn't to hand the work over. It's to understand it well enough to run it yourself — and know when someone's telling you nonsense.
SESSION BASED + BUILT AROUND YOUR STACK
WHAT WE WORK ON
Reading your own data
Signal from noise, in your actual reports — not a generic curriculum.
Flow logic
Why the rules exist, and which ones your brand should break.
Segmentation from first principles
So the strategy is yours, not a template's.
Deliverability, minus the jargon
Enough to make good decisions and brief the right people.
WHO THIS IS FOR
Founders getting across their own retention systems. Marketing managers stepping into strategic roles. Small teams who want structured guidance — not another dependency.