Process

I start with your P&L. Not your inbox.

Most freelancers open Klaviyo and start clicking. I start by understanding what makes your business money — then design the lifecycle around it.

Stage 01
Discover

I start with your business, not your ESP. Revenue model, AOV, LTV, repeat rate, channel mix, and current lifecycle gaps. If you don't know your numbers, I'll help you find them.

Deliverables
  • Stakeholder interviews
  • Account audit (Klaviyo / MailChimp / HubSpot)
  • Deliverability + list health check
  • Lifecycle gap analysis
Stage 02
Strategize

I map your lifecycle to revenue stages — acquisition, activation, retention, reactivation — and prioritize the flows that move the needle for your specific economics.

Deliverables
  • Lifecycle map (visual)
  • Segmentation strategy (RFM + behavioral)
  • 12-week roadmap with priorities
  • Forecasted revenue impact
Stage 03
Build

Strategy, copy, design and ESP build — shipped by me, with senior collaborators looped in only when needed. You review and approve at every stage. Most clients see 3 high-impact flows live within the first month.

Deliverables
  • Segments + lists
  • Flow build in-ESP
  • Templates (Figma → coded HTML)
  • Deliverability setup (DKIM, SPF, DMARC)
Stage 04
Optimize

A flow that isn't measured is a flow that decays. I run a structured A/B testing cadence and a monthly reporting rhythm tied to revenue, not opens.

Deliverables
  • Monthly testing cadence
  • Reporting dashboard (revenue-first)
  • Quarterly roadmap reviews
  • Deliverability monitoring

Why this matters

A welcome flow on a $40 AOV brand and a $400 AOV brand should look completely different. One is a ladder; the other is a relationship. Most freelancers ship the same templates to both. I don't.

Start with a free audit →