Apparel · DTC
22NatiON
+26%
Conversion rate
Ongoing
Engagement
Steady
Audience growth
A precision launch that turned a new collection into a sell-out moment.
All services
Service · CRM Systems
A CRM that sells, not just stores contacts.
Most CRM implementations stall at 'we have a HubSpot account.' We set up and run the whole thing: implementation, segmentation, automation, and email programs that keep paying back long after the acquisition cost is covered.
Outcomes
What we engineer for.
Targets, not promises — the metrics every engagement is measured against. Real numbers from real clients live in the case studies below.
+15–35%
Target lift in repeat revenue
20–40%
Email program contribution to revenue
100%
Customer base segmented
Quarterly
Lifecycle cohort review
Who it's for
The shape that fits.
CRM pays back when there's a customer base worth segmenting and a repeat-purchase or expansion motion. The clients who benefit most:
Ideal clients
- DTC brands with second-purchase potential and underused list
- B2B SaaS companies with expansion revenue and onboarding gaps
- Service businesses with referral flywheels and reactivation opportunity
Industries
- Apparel & accessories
- Beauty & personal care
- B2B SaaS
- Professional services
- Health & wellness
Stages
- Operators with 10K+ contacts and no segmentation discipline
- Brands maturing past Mailchimp into proper lifecycle work
- Sales-led companies stitching marketing and sales motions together
Methodology
How we run CRM Systems.
CRM as a revenue system, not a contact database. Four stages:
- 01
Audit & architecture
We audit the existing setup (properties, lists, automations, email program, integrations) and design the architecture for the next 12 months. What stays, what gets retired, what needs rebuilding.
- 02
Implementation & migration
Migration to (or refactor inside) HubSpot, Salesforce, Klaviyo, Attio, or Close, chosen by fit rather than vendor preference. Data is cleaned, properties are documented, integrations are wired.
- 03
Lifecycle program design
Welcome flows, post-purchase journeys, reactivation, win-back, expansion sequences. Each program is mapped to a moment in the customer lifecycle, not a marketing calendar holiday.
- 04
Operating cadence
A weekly send calendar, a monthly cohort review, and a quarterly architecture audit. The system stays clean as it scales. Most CRMs decay because nobody owns the maintenance.
What's included
The deliverables.
What ships across a CRM systems engagement.
CRM architecture document
Property model, lifecycle stages, segmentation logic, integration map. How the CRM is supposed to work, in writing.
Implementation & migration
Setup, refactor, or migration across HubSpot, Salesforce, Klaviyo, Close, or Attio, depending on fit.
Lifecycle journeys
Welcome, onboarding, post-purchase, reactivation, win-back, and expansion, each as a documented program with metrics and an owner.
Email & SMS calendar
A standing send calendar with editorial direction, scheduled and written in your brand voice. Ongoing, not a one-time deliverable.
Reporting dashboards
Dashboards on lifecycle KPIs, list health, deliverability, and program contribution, visible to leadership without a manual export.
Where AI changes the math
Operational, not theoretical.
CRM is where AI quietly does the most work, when it's pointed at the right problems.
01
Predictive segmentation
Segmentation trained on transactional and behavioral data, predicting churn risk, second-purchase likelihood, and expansion readiness. Each segment ties to a specific lifecycle program.
02
Send-time and content optimization
Cohort-level send-time learning, subject-line testing, and content variant generation under brand-voice constraints. A writer approves before send.
03
Brand-voice email drafting
First drafts of campaigns, journeys, and one-offs are generated in your documented voice, then edited by a human. The throughput is what makes a real lifecycle program possible.
Selected work
CRM Systems in production.
2024
Frequently asked
Quick answers.
- Which CRMs do you work with?
- HubSpot, Salesforce, Klaviyo, Close, Attio, and Pipedrive are the most common. We can work in others, but we recommend tools we've operated extensively, not whatever's trending this quarter.
- Is this implementation or ongoing operation?
- Both, in sequence. The first 60–90 days are implementation and journey design. After that, the engagement shifts to ongoing operation: sends, optimization, quarterly architecture audits.
- How does this connect to our acquisition spend?
- Acquisition gets cheaper when customers are worth more. Our CRM work isn't a separate department from the Meta and Google programs; it's where the post-acquisition revenue happens. The two are budgeted together.
- What's the typical first improvement we'll see?
- List health and segmentation. Most lists are 30–50% larger than they should be once enriched and cleaned. Better targeting drops list fatigue and lifts revenue per send within the first quarter.
- Do you write the emails?
- Yes, under your brand voice document. AI speeds up first drafts; a writer approves every send. The output reads like the brand, not a template.
Related services
Often runs alongside.
01
Lead Generation
Qualified, sales-ready inbound. Paid acquisition, landing pages, scoring, and CRM handoff designed as one machine.
02
AI Automation
Automations that compress weeks of manual work into hours, across marketing, sales, and reporting.
03
Funnel Optimization
Turn more of your traffic into customers. Landing pages, conversion testing, and tracking across the whole funnel.
Engage
Ready to put CRM Systems to work?
Most engagements start with a 30-minute call. We'll walk through your goals, your numbers, and what the first 90 days should look like.