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ESP Setup & Journey Emails

Your ESP set up properly. Your journey emails built to convert.

We configure, integrate, and launch your email service provider — and design the welcome, abandoned cart, post-purchase, nurture, and win-back automations that actually drive revenue.

Why teams trust us

Sender authentication done right, zero-downtime migrations, and journey logic documented so your team can run it after handoff.

Who this is for

Built for teams that need this dialed in.

E-commerce brands

Klaviyo, Omnisend, or Sendlane setup and the core revenue-driving flows.

B2B & SaaS

HubSpot, Marketo, Customer.io, or Iterable activation and lifecycle automations.

ESP migrations

Mailchimp → Klaviyo, Marketo → HubSpot, and other moves — zero downtime, history preserved.

Stale flows

You have an ESP but only a basic welcome flow. We build the rest.

What’s included

Everything in scope, in plain language.

Scope note: this is platform setup and automation building, not weekly broadcast campaign management. For ongoing campaign sends, see Digital Marketing.

ESP setup

  • Account setup and plan sizing
  • Sending domain config: SPF, DKIM, DMARC, BIMI
  • Dedicated IP setup and warm-up (when relevant)
  • Subdomain strategy
  • Brand assets, template system, and design library
  • Integrations: Shopify, WooCommerce, BigCommerce, Stripe, Recharge, HubSpot, Salesforce, Segment, Yotpo, Smile, Gorgias, custom webhooks
  • Data and segmentation: audit, field mapping, RFM and behavioral segments, list hygiene, consent migration
  • Migration (if moving ESPs): zero-downtime, historical data preserved

E-commerce journeys

  • Welcome series
  • Abandoned cart
  • Abandoned browse
  • Abandoned checkout
  • Post-purchase (thank-you, shipping, review)
  • Replenishment
  • Win-back
  • VIP and loyalty
  • Birthday
  • Back-in-stock
  • Price-drop

B2B & SaaS journeys

  • Welcome
  • Demo follow-up
  • Trial onboarding (day 0/3/7/14)
  • Sales handoff
  • Customer onboarding
  • Renewal
  • Expansion
  • Churn-risk and reactivation
  • Event invites and follow-up

Every journey ships with

  • Strategy doc and journey map
  • Copy, design, and responsive coded templates
  • Segmentation rules
  • A/B tests on subject lines and creative
  • Reporting dashboard
  • Documentation for handoff

Tools we work in

We meet your stack where it is.

KlaviyoOmnisendSendlaneDripMailchimpHubSpotMarketoCustomer.ioIterableBrazeActiveCampaignSalesforce Marketing CloudPardotShopifySegmentRudderstackPostmarkSendGridMailgun

Our process

How it actually runs.

  1. 1

    Discovery · Week 1

    Goals, audience, ESP shortlist (if not chosen), data sources, and channel role.

  2. 2

    Audit · Week 1–2

    Existing ESP, list health, deliverability, current flows, and integrations.

  3. 3

    Setup · Weeks 2–3

    Account, authentication, integrations, templates, and segments.

  4. 4

    Build · Weeks 3–6

    Strategy, copy, design, code, and configuration for each journey.

  5. 5

    Launch · Weeks 6–7

    Staged rollout, monitoring, and A/B test setup.

  6. 6

    Optimize or hand off · Week 8+

    Hand off documentation to your team, or retain monthly for optimization.

Why us

The objections we hear most — and how we answer them.

“We just need someone to set up Klaviyo.”

That is our Starter scope — account setup, authentication, integrations, and a welcome flow.

“We already have Klaviyo, we just need flows.”

Journey-only projects are common. We pick up where setup leaves off.

“How is this different from an email agency?”

Most email agencies are campaign managers. We are builders — platform, automations, and documentation.

“Do you stay involved after setup?”

Optional. Hand off to your team with documentation, or retain us monthly for optimization.

FAQ

ESP Setup & Journey Emails — questions we get

No. This service is platform setup and journey building. For ongoing campaign sends, see Digital Marketing.

Get in touch

Contact us to talk through your ESP setup and journey build.

Share your platform, audience, and goals. We’ll come back with a scoped plan and a journey roadmap.