
Our process starts with you—your brand, your customers, your company values, and the passions you share with your community. With this wealth of knowledge, the Workshop constructs sophisticated, brand-rich communication structures that drive conversion while fostering long-term loyalty.

Package Details
Workshop Level II
Complete management of your owned marketing program from start to finish.
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This package can be customized for your specific messaging volume, design, copy and channel needs.
Up to 4 Acquisition Forms
Up to 8 Monthly Email Campaigns
Up to 8 Advanced Automated Flows
Quarterly Flow Content Refreshes
Up to 4 SMS Campaigns (optional add on)
AB Testing & Optimization
Deliverability & List Health
Monthly Performance Reports, Benchmarks, Goals & Recommendations
Monthly Strategy Meetings
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0-30 Days: Onboarding, Brand Research, Flow Drafting, Campaign Planning
30-60 Days: Flows Launch, Full Campaign Sending, Initial Results
60-90 Days: Reporting Deep Dive, Goals & Recommendations
Next steps: Ongoing management and optimization of your owned marketing program.
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A pro-level owned marketing partnership that optimizes every step of the customer journey with impactful strategies. Leverage the full power of Klaviyo with our highest level partner package!
Workshop Level I
A mid-sized package to begin on your path towards owned marketing success.
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This package can be customized for design and copy or design only, and with or without SMS.
Up to 4 Monthly Email Campaigns
Up to 4 Advanced Automated Flows
Quarterly Flow Content Refresh
Up to 2 Acquisition Forms
Up to 2 Monthly SMS Campaigns (optional add on)
Deliverability & List Health
Monthly Performance Reports, Benchmarks, Goals & Recommendations
Monthly Strategy Meeting
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0-30 Days: Onboarding, Brand Research, Flow Drafting, Campaign Planning
30-60 Days: Flows Launch, Full Campaign Sending, Initial Results
60-90 Days: Reporting Deep Dive, Goals & Recommendations
Next steps: Ongoing management and optimization of your owned marketing program.
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A sophisticated owned marketing structure that, with proper upkeep and optimization, will continue to drive revenue and customer loyalty.
Automated Flows Toolkit
A 90 day workshop to get your automated flows fully dialed for the long run.
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Acquisition Pop Up Strategy
Level 1 – Up to 6 Flows
Level 2 – Up to 8 Flows
SMS Touchpoints (optional add on)
1 Round of AB Testing & Optimization
Performance Report, Goals & Recommendations
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0-30 Days: Onboarding, Brand Research, Flow Drafting and Implementation
30-60 Days: Spot Checking & Fine Tuning
60-90 Days: Full Performance Report, Benchmarks, Goals & Recommendations
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An intentional automated flows structure that will continue to drive conversion and custom loyalty for the long haul.






