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Implementation & Migration

Get Onboarded to Iterable the Right Way

Whether you're new to Iterable or switching from another ESP, we handle the technical heavy lifting so your team can focus on strategy.

 

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Some Facts About us

3.5 x
Average ROI Generated for Clients
35 %+
Average Email Open Rate Achieved
45 %
Store Revenue Generated via Automated Flows
50 m $+
Tracked Client Revenue Generated
What's Included

A Clean, Guided Path to Iterable

No dropped data, no interrupted sends, no guesswork — just a clean handoff to a fully configured Iterable instance.

Our Implementation Process

  • Discovery & Audit: We review your current setup, data, and goals to build a tailored implementation plan.
  • Technical Setup: Full configuration of your Iterable instance, including integrations, data feeds, and sending domains.
  • Data Migration: Subscriber lists, custom properties, behavioral history, and unsubscribe logs migrate over without gaps.
  • QA & Handoff: We test every flow and integration before handing over a fully documented, ready-to-run system.
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What We Build For You (The Solution)

  • Hyper-Segmented Campaigns: Data-backed campaign calendars aligned with consumer purchasing intent and seasonal demand.
  • Behavioral Automation Flows: multi-branch automated journeys working around the clock to recover lost carts and drive repeat buys.
  • Full-Stack Execution: Creative Building, Audience Segmentation, Journey orchestration, QA and Reporting
  • Domain & Inbox Protection: Technical deliverability monitoring, list hygiene protocols, and inbox placement optimization.

Test Our Retention Blueprints for Free

Interactive tools engineered to diagnose performance leaks and pinpoint immediate revenue opportunities.

Interactive Customer Journey Maps

Explore visual blueprints of 100+ lifecycle touchpoints across acquisition, conversion, and retention phases.

Explore Journey Maps →
Automated Program Health Diagnostic

Submit your platform details to receive a comprehensive performance score and actionable optimization steps in under 3 minutes.

Run Health Check →
Retention Revenue Lift Calculator

Estimate how much extra revenue your store could generate by fixing abandoned carts and optimizing post-purchase sequences.

Calculate Revenue Upside →

Comprehensive Retention Capabilities

Everything required to scale your customer repeat-purchase rate without increasing your ad spend.

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Strategic Lifecycle Automations

Custom-built automated sequences triggered by user behavior—including Welcome Series, Abandoned Checkout, Post-Purchase Nurturing, and Re-engagement flows.

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High-Converting Campaign Execution

Full-service management of seasonal sales, product launches, and brand stories engineered to keep your audience engaged and purchasing consistently.

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Persuasive Creative & Custom Design

Visual templates and conversion copywriting tailored to match your brand identity while keeping click-through rates at peak performance.

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Platform Migration & Setup

Frictionless migration to Iterable from Klaviyo, Mailchimp, Omnisend, or any other ESP, preserving customer histories, analytics, and deliverability ratings.

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Technical Audit & Deliverability Protection

Custom-built automated sequences triggered by user behavior—including Welcome Series, Abandoned Checkout, Post-Purchase Nurturing, and Re-engagement flows.

A Proven Strategy for Compounding Growth

A structured roadmap engineered to systematically build, scale, and optimize your revenue channels.

Phase 1
Foundation & Audit (Month 1)

Technical account cleanup, deliverability alignment, customer segmentation mapping, and strategic 180-day growth planning.

Phase 2
Flow Launch & Campaign Engine (Months 2–3)

Deployment of 12+ essential automated workflows, launch of personalized email/SMS campaigns, and overhaul of pop-up signup forms.

Phase 3
Scaling & Continuous Optimization (Months 4–6)

Advanced split-testing (A/B testing creative, subject lines, and timing), audience expansion, and predictive lifecycle modeling.

Rated Highest by Marketing Leaders & Founders

Frequently Asked Questions

Clear answers regarding our processes, pricing structures, and platform integrations.

How much do your management services cost?

Retainers are tailored to your scope, starting from $1,500/month for foundational campaign and flow management up to $7,500+/month for enterprise brands requiring full-scale lifecycle support and custom creative. Fixed-scope audit packages are also available in our Service Shop.

Are there long-term contracts?

We operate on flexible agreements designed to deliver fast value, backed by clear performance metrics and project milestones.

Do you work with platforms other than Iterable?

No — we're Iterable specialists exclusively. That focus means deeper platform expertise than a generalist agency spread across multiple ESPs, and it's what lets us move faster on implementation, strategy, and optimization.

Can you help us switch to a new email platform without losing data?

Yes. We handle full migration protocols, ensuring subscriber lists, custom properties, behavioral records, and unsubscribe logs migrate seamlessly without affecting sender reputation.

How fast will we see a return on investment?

Technical fixes and quick-win automated flows usually yield visible revenue lifts within the first 14 to 30 days of implementation.

Lets get in touch!

Stop Leaving Revenue Hidden in Your Customer List

Request a zero-obligation account audit today and discover how much incremental revenue your store can unlock.