Email, SMS & Automation
Email, SMS, and automation programs that retain and expand
Why this matters
Email, SMS, and Automation is the work of turning your owned audience into reliable revenue. We design lifecycle programs across email, SMS, push, and in-product messaging that cover acquisition, onboarding, retention, win-back, and expansion.
Our team audits your current programs, deliverability, and data model, then builds the segmentation, flows, and campaign calendar that move the most revenue. We work natively in Klaviyo, HubSpot, Marketo, Iterable, Customer.io, Braze, and similar platforms, and we own copy, design, build, QA, and reporting so your in-house team can focus on strategy and product.
Key benefits
Highest-margin growth channel
Owned channels deliver revenue without paying a platform every click, especially as paid costs rise.
Lifecycle, not one-off campaigns
We design automated flows that compound, then layer campaigns on top of a healthy baseline.
Deliverability built in
We monitor inbox placement, list health, and authentication so messages reach the inbox, not the spam folder.
Platform-native execution
Our team works inside Klaviyo, HubSpot, Marketo, Iterable, Customer.io, and Braze, no rebuilds required.
Services in Email, SMS & Automation
6 services available in this group.
Email Marketing & Newsletters
Email programs and newsletters that nurture and convert.
We run email marketing programs and newsletters for B2B brands, from strategy and copy to design, build, sending, and reporting.
Learn moreEmail Funnels & Drip Campaigns
Automated email funnels that move leads to revenue.
We design and build email funnels and drip campaigns that nurture leads, onboard customers, and trigger actions based on behavior.
Learn moreSMS Marketing
SMS programs that reach customers with timely messages.
We build SMS marketing programs for B2B and consumer brands, covering opt-in, segmentation, sends, automation, and reporting.
Learn moreWhatsApp Marketing
Conversational marketing programs built on the WhatsApp Business Platform.
We design, launch, and run WhatsApp marketing programs that turn opt-ins into qualified conversations and measurable revenue for B2B teams.
Learn moreMarketing Automation (HubSpot, ActiveCampaign, Klaviyo)
Marketing automation builds on HubSpot, ActiveCampaign, and Klaviyo.
We design and build marketing automation programs that nurture leads, score behavior, and hand qualified accounts to sales with full visibility.
Learn moreCRM Setup & Management
CRM implementation and ongoing management for revenue teams.
We configure, clean, and manage CRMs so sales and marketing share one source of truth and report on pipeline with confidence.
Learn moreOur approach
Audit and data review
We assess flows, segmentation, deliverability, and data quality before recommending the highest-impact work.
Strategy and roadmap
We design the lifecycle map, flows, and campaign calendar against revenue and retention goals.
Build and launch
Our team writes, designs, builds, and QAs flows and campaigns inside your platform.
Test and optimize
Continuous A/B testing on subject lines, content, and timing, with monthly performance reviews against revenue KPIs.
Frequently asked questions
Which platforms do you work in?
Do you cover SMS as well as email?
How long until lifecycle programs move revenue?
Will you migrate us to a new platform if needed?
Want help with Email, SMS & Automation?
Book a 30-minute call. We will scope the right path for your goals.