A PLAN BUILT ON
YOUR DATA, NOT A TEMPLATE.
A revenue roadmap built on your account's own data. We audit your list, flows, and segments, then hand you a 90-day plan tied to real numbers before a single email gets written.
The Problem
Most email “strategy” is a generic 90-day content calendar template with your logo swapped in. It doesn’t account for your list size, your catalog, your purchase cycle, or what’s already been tried. A plan that isn’t built on your account’s actual data is a guess with a nice template around it.
What’s Included
- Full account audit as the starting point: list health, flow coverage, segmentation, and campaign history, reviewed before any plan gets written.
- A prioritized 90-day roadmap: sequenced by revenue impact: what to fix first, what to build next, and why, tied to numbers from your own account.
- Realistic targets, not invented industry benchmarks. Every target is grounded in what’s achievable given your list size, catalog, and current baseline.
- A plan you keep, whether you implement it in-house, with an existing team, or ask us to execute it.
How It Works
Strategy work is the “roadmap” step of the four-step approach behind every OpenRateLab engagement: audit, roadmap, build, compound. We don’t skip the audit to get to a plan faster, since a plan built on assumptions instead of your actual data usually targets the wrong problem.
Who It’s For
Brands that want a clear, sequenced plan before committing to a full build, or brands with an in-house team who want an outside, data-grounded roadmap to execute against. If you already know what needs fixing and just need it built, Klaviyo Flows & Automation or Klaviyo management may be the more direct fit.
SEE WHAT THIS LOOKS
LIKE FOR YOUR ACCOUNT.
Free audit. No obligation. A specific, written breakdown of what's underperforming, whether or not you ever work with us.
GET A FREE AUDITFREQUENTLY ASKED
What does an email strategy engagement produce?[+]
A written, prioritized 90-day plan based on your account's actual data: list health, flow gaps, segmentation, and campaign history. It's not a generic template; two accounts with different problems get different plans.
Is strategy a standalone service, or does it always lead to a build?[+]
Standalone. Some brands take the strategy and implement it in-house or with an existing team; others ask us to execute it as a full build. Either way, you keep the roadmap and the reasoning behind it.
How is this different from the free audit?[+]
The audit identifies what's underperforming and why. Strategy goes further: it turns those findings into a sequenced, prioritized 90-day plan, what to fix first, what to build next, and what the expected revenue impact is at each stage.