Marketing Technology & Automation

Service

Marketing systems that talk to each other — and do the busywork.

We connect Shopify, Klaviyo, subscriptions, CRM and the rest of your stack so customer data flows where it is needed, segments stay accurate, and manual operational work disappears.

Best for

Brands with a capable lifecycle or retention team held back by disconnected tools, unreliable data or manual workarounds.

Typical scope

A marketing technology audit, specific integration projects, or ongoing systems support.

Works with

Your retention and CRM team or email agency — we build the systems; they run the campaigns.

Tools

Klaviyo · Shopify Flow · Skio · Shopify Admin API · GraphQL · Webhooks · HubSpot · Gorgias · Zapier · Make · OpenAI and Claude APIs

Common problems

When the stack creates work instead of removing it.

Segments built on incomplete data

Key customer attributes live in Shopify, a subscription app or a spreadsheet — but not in Klaviyo.

Manual processes everywhere

Tagging orders, updating SKUs and moving data between tools is done by hand every week.

Subscription and portal friction

Customers cannot easily manage subscriptions, and support absorbs the difference.

Integrations no one owns

An app sync breaks silently, and it takes weeks to notice the flows have stopped.

Overlapping tools

Several apps doing similar jobs, each with a monthly fee and a slice of the data.

Capabilities

The plumbing behind modern retention marketing.

We are not an email campaign production agency. We build and maintain the systems your team or agency uses to run lifecycle marketing.

Klaviyo & lifecycle systems

Data and logic, not campaign calendars.

  • Klaviyo integrations and data feeds
  • Customer segmentation systems
  • Flow architecture and trigger logic
  • Custom events and profile properties

Shopify automation

Remove repetitive operational work.

  • Shopify Flow workflows
  • Product and SKU workflows
  • Order tagging and routing
  • AI-assisted operational automation

Subscriptions & accounts

Smooth recurring revenue operations.

  • Subscription platforms including Skio
  • Customer portal integrations
  • Migration between subscription tools
  • Retention and cancellation flows

Integrations & audits

Connected, documented, monitored.

  • API and webhook integrations
  • CRM integrations
  • Marketing technology audits
  • Monitoring and failure alerts

In practice

Connect capture forms, customer attributes, subscriptions, and lifecycle events so the systems reflect what customers actually do.

Led

Lifecycle data into Klaviyo

Built integrations that sent quiz responses, acquisition source, purchase behavior and subscription status into Klaviyo events and segments to drive automated journeys.

Implemented directly

Registration data connected to Klaviyo

Built the integration between a custom Shopify registration form and Klaviyo, so front-end interactions fed marketing automation and customer data workflows. The Liquid, JavaScript and Klaviyo connection were built directly, not specified for someone else.

Led · implementation coordinated

Upsells inside a subscription storefront

Coordinated a cart upsell for a subscription ecommerce business, designed to increase cart value without adding checkout friction or confusing customers about their purchase options.

Anonymized examples from the founder’s work. Client names, figures and identifying details are withheld. Each label shows whether the work was implemented directly, led, or delivered with development and agency partners.

What you get

  • Marketing technology audit: tools, data flows, overlap and cost
  • System map showing where each piece of customer data lives and moves
  • Built and tested integrations, Flow workflows and automations
  • Segment and property definitions your team can rely on
  • Runbooks and alerting so failures are caught early
  • Recommendations on tools to consolidate or retire

Why it matters commercially

Better-targeted lifecycle marketing

Accurate data in Klaviyo means more relevant messages and better retention.

Hours returned to the team

Automating manual work frees people for higher-value tasks.

Lower software spend

Consolidating overlapping tools reduces subscription costs and complexity.

Fewer silent failures

Monitoring catches broken syncs before they cost revenue.

Engagement approach

Map the system before changing it.

Integrations are only as good as the understanding behind them.

Discover

Inventory tools, data flows, manual processes and pain points.

Output Stack audit and system map

Prioritize

Rank automations and integrations by time saved and revenue impact.

Output Automation roadmap

Execute

Build, test and document integrations and workflows.

Output Live, documented systems

Optimize

Monitor reliability and refine as the business evolves.

Output Health checks

Questions we hear often

Do you build email campaigns?

No. We focus on the systems — integrations, data, segmentation logic and flow architecture. Campaign strategy, design and copy stay with your team or email agency, who benefit from better data.

What does AI-assisted operational automation look like?

Practical, supervised uses: drafting product data from structured inputs, classifying support tickets, summarizing reviews, or flagging anomalies in orders. We favor automations with a human checkpoint over fully autonomous ones.

Can you migrate us between subscription platforms?

Yes. Subscription migrations need careful planning for payment methods, customer communication and portal changes. We plan and coordinate them with the platforms involved.

Let’s make your stack work for your team.

Tell us which manual task or broken sync is costing you the most time. We’ll suggest how to remove it.