Email & CRM

Campaigns and automations that bring customers back

Email and CRM are two halves of one job: the customer record that remembers who somebody is and what they have bought, and the messages that go out because of what that record says. The most valuable audience you have is the one that already bought, called, or signed up. We build the email program and the customer record behind it, so staying in touch stops depending on someone remembering to send something.

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You already have the list. This is about what it hears from you, and when.

People rarely buy on the day they first find you.

They come back weeks or months later, usually because something reminded them at the right moment. That reminder is the whole job of email — a welcome that arrives while you're still fresh in mind, a nudge for the cart they left open, a check-in after a purchase, a reason to return in the quiet months. First we set up the CRM — the customer relationship manager, one shared record of every person who has ever contacted you. That record is what lets each message know who it's going to. Then we write and build the messages themselves.

What's included in an email & CRM engagement

One record per customer

We set up or clean up your CRM so every form fill, purchase, and phone call lands on the same contact. The history already exists — in an inbox, a spreadsheet, and what your team knows — and it all comes onto one record anyone can open.

Automations that run without you

Welcome series, abandoned-cart reminders, post-purchase follow-ups, review requests, and win-back sequences. Written once, triggered by what the customer actually does, sending while you sleep.

Campaigns worth opening

We write and design the regular sends too — the newsletter, the promotion, the seasonal announcement — in branded templates that hold up on a phone as well as a desktop.

Deliverability set up properly

We authenticate your sending domain (SPF, DKIM, and DMARC — DNS records that prove the mail really came from you) and warm it up sensibly, so your messages reach the inbox instead of the spam folder.

Segments that keep themselves current

Lists that update on their own from behavior — new customers, repeat buyers, people who browsed one product line, people who haven't opened in a while — so a send can be relevant instead of generic.

Reporting you can act on

Opens, clicks, unsubscribes, and revenue attributed per send, in a view you can read in a minute. We tell you what we're changing next and why.

How an email and CRM engagement runs

  1. 1

    Audit & plan

    We look at the list you have, the tools you already pay for, and anything currently sending. Then we map the handful of automations worth building first.

  2. 2

    Set up

    Platform connected, sending domain authenticated, list imported and deduplicated, and the fields and stages defined so contacts sort themselves from day one.

  3. 3

    Write & build

    We write the sequences and campaigns, build the templates, and test every message on real devices and major email clients before a single one goes out.

  4. 4

    Launch & tune

    We turn the automations on, watch the first sends closely, and keep adjusting subject lines, timing, and segments based on what the numbers show.

The same way we run every engagement — how we work →

A good fit if

  • You have a list and want it earning
  • Repeat business matters as much as new business
  • Leads live in an inbox or a spreadsheet today
  • You send campaigns already and want them working harder
  • Your team wants one shared view of every contact

Often paired with email & CRM work

Leads & data

Qualified leads and clean data to fuel your pipeline.

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E-commerce

Online stores built to sell, ship, and scale.

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Analytics

One dashboard showing what every channel earns.

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Questions we get about email and customer records

Usually the one you already have. We work across the common platforms and CRMs, and we'll only recommend a move if the current one genuinely can't do what you need. If you're starting fresh, we'll pick one that fits your list size and budget and explain the tradeoff.
It depends on how many sequences we're building and how clean the existing list is, and we'll give you a firm schedule after the first conversation. Simple welcome and follow-up flows go live first so something is working while the rest is written.
Price moves with the number of automations, how much writing we handle, and whether we're migrating from another platform, so we'll give you a firm number after the first conversation. The email platform's own subscription is billed directly by them and scales with your list size.
Proper domain authentication, sending only to people who opted in, a visible unsubscribe link in every message, and honest sender names and subject lines. We don't buy lists, and we build to the requirements of CAN-SPAM and GDPR (the U.S. and EU rules covering commercial email and personal data).

Tell us who you'd like to hear from you again.

Start your project

A few quick questions — about two minutes.