Retention Email Strategy Specialist
Budget: $250 – $750 USD
I want to take our post-purchase and lifecycle communications from “send and hope” to a structured, data-driven program that actively improves customer engagement. The core of the assignment is to map, build, and optimise a full retention strategy delivered through automated email flows and supporting campaigns.
I haven’t locked us into a single platform yet—Mailchimp, Klaviyo, or HubSpot are all on the table—so part of your work will be recommending the best fit and then executing inside that tool. Segmentation, personalised content, and behaviour-based triggers should guide every message you set up.
Deliverables I expect:
• A concise retention roadmap that outlines key lifecycle stages, touch-points, and KPIs
• Wireframes or flow diagrams for each automation (welcome, post-purchase, win-back, etc.)
• Email copy and basic creative assets ready to load into the chosen platform
• Implementation of the flows, QA, and an initial performance dashboard so we can track engagement lifts
Acceptance criteria: flows are live, events and conversions are tracked properly, and we can measure a clear uptick in open, click, and repeat-visit metrics within the first reporting cycle.
If you are comfortable owning strategy through execution and can demonstrate past wins in customer engagement, you’ll be a perfect fit for this project.
I haven’t locked us into a single platform yet—Mailchimp, Klaviyo, or HubSpot are all on the table—so part of your work will be recommending the best fit and then executing inside that tool. Segmentation, personalised content, and behaviour-based triggers should guide every message you set up.
Deliverables I expect:
• A concise retention roadmap that outlines key lifecycle stages, touch-points, and KPIs
• Wireframes or flow diagrams for each automation (welcome, post-purchase, win-back, etc.)
• Email copy and basic creative assets ready to load into the chosen platform
• Implementation of the flows, QA, and an initial performance dashboard so we can track engagement lifts
Acceptance criteria: flows are live, events and conversions are tracked properly, and we can measure a clear uptick in open, click, and repeat-visit metrics within the first reporting cycle.
If you are comfortable owning strategy through execution and can demonstrate past wins in customer engagement, you’ll be a perfect fit for this project.
Related categories:
Email Marketing
Mailchimp
Marketing Strategy
Customer Retention
Data Analysis
A/B Testing
Automation
Klaviyo