Maximize Customer Lifetime Value with CRM Marketing
Acquisition is becoming more expensive over time. We help structure email, SMS, and retention strategies to improve customer engagement and support repeat interactions.
Audit Your CRM Strategy
Are you ignoring your most valuable asset?
Most companies spend 90% of their budget acquiring new customers and only 10% on keeping them. Balancing these efforts can improve overall marketing outcomes.
- Leaky Funnels: Visitors add products to their cart or start a software trial, but drop off because there is no automated system to bring them back.
- One-and-Done Buyers: Your customer acquisition cost (CAC) is high, but customers rarely return for a second purchase, severely limiting your LTV.
- The "Batch and Blast" Problem: You send the exact same generic newsletter to your entire database, leading to low open rates and high unsubscribes.
- Wasted Data: Your CRM (HubSpot, Klaviyo, Salesforce) is full of valuable customer data, but you aren't using it to trigger personalized marketing.
What's Included in CRM Marketing
We combine deep technical integration with persuasive copywriting to build communication flows that run on autopilot.
CRM Audit & Tech Setup
We audit your current platform setup, fix data syncing issues, and ensure your CRM is properly connected to your website and ad platforms.
Automated Lifecycle Flows
We build and write core automations: Welcome Series, Abandoned Cart/Checkout, Post-Purchase Nurture, and Win-Back campaigns.
Advanced Segmentation
We divide your audience into cohorts (VIPs, Window Shoppers, Churn Risks) so you can send highly relevant offers based on their specific behavior.
Campaign Management (Newsletters)
Beyond automation, we manage your regular broadcast calendar—designing, writing, and scheduling promotional and content-driven emails.
Multi-Channel Communication
Use of email and other channels, depending on business context.
Loyalty & Rewards Programs
Strategy and implementation for point systems, referral programs, and VIP tiers that incentivize your best customers to spend more and refer friends.
How We Build Your Retention Engine
1. Data Audit & Journey Mapping
We analyze your historical customer data to identify where drop-offs happen. We then map out the ideal customer journey from first touch to loyal advocate.
2. Architecture & Flow Build-Out
Our technical team configures the triggers in your CRM while our copywriters and designers craft the actual emails and SMS messages for the automated flows.
3. Launch & Quality Assurance
We rigorously test all automation paths, logic branches, and dynamic personalization tags to ensure the right message goes to the right person at the right time.
4. Ongoing A/B Testing & Optimization
Once live, we continuously A/B test subject lines, send times, and offer structures to incrementally improve open rates and revenue per recipient.
Featured Success Story
Increasing Owned Revenue to 35% of Total Sales
The Problem: The brand had a list of 80,000 subscribers but was only generating 8% of their total revenue from email. They had no automated flows set up.
The Solution: We migrated them to Klaviyo, built 6 core automated flows (including a robust abandoned cart and VIP nurture sequence), and implemented a strategy of 2 segmented campaigns per week.
35%
Total Revenue from Email/SMS
+42%
Increase in Customer LTV
Engagement Models
Choose between a one-time setup of your foundational flows or full ongoing management.
Automated Flows Setup
- CRM Audit & Integration Check
- Setup of 4 Core Automated Flows
- Email Design & Copywriting
- Basic Audience Segmentation
- Opt-in Form / Pop-up Optimization
Full Retention Management
- Everything in Setup
- 4-8 Custom Campaigns / Month
- Continuous Flow A/B Testing
- Advanced RFM Segmentation
- SMS Strategy & Execution
- Monthly LTV & Cohort Reporting
Frequently Asked Questions
Which CRM platforms do you work with?
We can work with various CRM systems depending on your current setup.
What is the difference between Flows and Campaigns?
Flows (or Automations) are triggered by a user's behavior—for example, sending an email 2 hours after they abandon a cart. You set them up once, and they run in the background 24/7. Campaigns (or Broadcasts) are one-time messages sent to a specific list at a specific time, like a Black Friday sale announcement or a monthly newsletter.
Do you handle the design and copywriting for emails?
Yes. Our CRM marketing service is fully comprehensive. We handle the strategic logic, write the compelling copy, design the email templates to match your brand identity, and execute the technical setup inside your platform.
Ready to plug the leaks in your funnel?
Tell us about your current CRM setup, and we'll show you exactly how much revenue you are leaving on the table.