WHAT I DO
CRM Services for DTC Brands
Let's talk about where your CRM program is today and where it could be. I offer a free 30-minute discovery call to understand your needs and see if we're a good fit.
ESP Migrations
Who it's for: DTC brands moving between email or SMS platforms who need an expert to manage the process end-to-end.
Platform migrations are one of the highest-risk moments in a brand's CRM lifecycle. Done wrong, they can mean deliverability issues, lost audiences, broken automations, and disrupted revenue.
I've led four ESP migrations from start to finish — across Klaviyo, Cordial, Attentive, and Listrak — achieving 99.3% deliverability and zero program disruption. I manage every phase: audit and planning, data migration, automation rebuild, warm-up strategy, QA, and post-migration optimization.
What You Get
Pre-migration audit and gap analysis
Data migration and list integrity management
Automation and trigger rebuild
IP warm-up strategy and execution
QA across all flows and campaigns
Post-migration performance monitoring
What You Get
Customer journey mapping & lifecycle audit
Acquisition and welcome series strategy
Retention and loyalty journey design
Reactivation & win program development
Audience segmentation logic & optimization
Performance framework & testing roadmap
Lifecycle Strategy
Who it's for: DTC brands that want to move beyond batch-and-blast and build programs that drive real retention and repeat purchase.
A strong lifecycle program doesn't just send emails — it meets your customer where they are and moves them forward. I design and build acquisition, retention, and reactivation journeys that are grounded in your data, aligned with your brand, and built to perform.
Email Program Management
Who it's for: DTC brands that need consistent, high-quality email execution without the overhead of a full-time hire.
I manage your email program from end to end — calendar planning, audience segmentation, campaign setup, QA, deployment, and performance analysis. You get senior-level execution with full ownership and accountability.
What You Get
Email calendar planning and strategy
Audience segmentation and list management
Campaign setup, QA, and deployment
A/B testing and optimization
Performance reporting & hindsight analysis
Coordination with copy & creative teams
What You Get
​SMS calendar planning and strategy
Audience & subscriber management
Copy direction and approval workflow
Campaign setup, QA, and scheduling
Compliance and list health management
Performance reporting and optimization
SMS Program Management
Who it's for: DTC brands looking to build or grow an SMS program that drives incremental revenue without burning out their list.
SMS is one of the highest-ROI channels in DTC retail — when it's done right. I've grown SMS share of demand from 7% to 14% and delivered 507x ROI through strategic calendar planning, audience management, and copy direction grounded in performance data.
CRM Audit & Strategy
Who it's for: DTC brands that know something isn't working but aren't sure where to focus.
Sometimes you need an outside perspective to see what's holding your program back. I conduct a comprehensive audit of your email and SMS programs — covering platform setup, audience health, lifecycle gaps, deliverability, and performance trends — and deliver a clear, prioritized roadmap for improvement.
What You Get
Full audit of email and SMS program setup
Audience health & deliverability assessment
Lifecycle gap analysis
Performance trend review
Prioritized recommendations and roadmap
Summary for stakeholder presentation
What You Get
Marketing strategy & program support
Social media strategy and execution
Paid advertising management & optimization
Connects acquisition to retention
Beyond CRM
Who it's for: DTC brands looking for a consultant who understands how retention connects to the broader marketing ecosystem — or who needs support across additional channels alongside CRM work.
My background extends well beyond email and SMS. I've worked across influencer marketing, social media strategy, and paid advertising — giving me a full-funnel perspective that informs everything I do in CRM. For brands that need support beyond lifecycle and retention, I'm happy to discuss what a broader engagement could look like.
BOOK NOW
Ready to Get Started?
Book a free 30-minute discovery call to discuss your needs and see how I can help.
Or email me directly at gina@buildretention.com