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Clear reporting,
and a plan to keep improving it.

A monthly retainer pairing clear performance reporting with continuous testing and optimization, so results keep improving month over month.

⭐⭐⭐⭐⭐5.0 · 752 reviews on Upwork
Executive monthly performance summary with revenue chart, +34% attributed revenue, 98.2% deliverability KPI, and an action plan roadmap
What You Get

Everything included, nothing left to guess.

A monthly performance report in plain language

A structured A/B testing program across flows & campaigns

Deliverability monitored so inbox placement stays healthy

Continuous flow optimization based on real data

Monthly Performance Reporting

Know exactly how your program is performing.

Every month you get a clear report on revenue, engagement, and list growth, translated out of raw metrics into plain language.

  • A clear monthly report on revenue & engagement
  • Trends tracked across flows, campaigns & lists
  • Key metrics translated into plain language
  • Metrics that matter: revenue per recipient, flow vs campaign revenue, list growth vs decay, repeat purchase rate
Monthly performance report bar chart of rising revenue, with flow versus campaign split, list health, and revenue per recipient metrics
A/B test comparing a control variant at 28% open rate with a winning variant at 41% open rate, a 46% lift
A/B Testing Program

Every send is a chance to learn something.

Subject lines, send times, and content are tested continuously, with winning variants rolled into future sends.

  • Subject lines, send times & content tested
  • Winning variants rolled out automatically
  • Compounding lift tracked test over test
Deliverability Monitoring

Protect the inbox placement your revenue depends on.

We keep a constant eye on sender reputation and list hygiene, so deliverability issues get caught before they hurt revenue.

  • Inbox placement monitored across providers
  • Sender reputation tracked and protected
  • List hygiene maintained on an ongoing basis
Deliverability monitoring dashboard showing spam rate, bounce rate, inbox placement, domain health, and SPF and DKIM passing
Continuous optimization loop: audit and review, hypothesis, test and execute, then scale the winner
Continuous Flow Optimization

Your program should get better every month, not stay static.

Underperforming flows get identified and rebuilt, and new flows are added as your program matures.

  • Underperforming flows identified and rebuilt
  • New flows added as your program matures
  • Revenue per flow improved month over month

What's included.

Ongoing reporting and optimization to keep results moving forward.

Monthly performance report & walkthrough call
A/B testing program across flows & campaigns
Deliverability monitoring & alerts
List hygiene maintenance
Flow optimization based on live data
Segmentation refinement over time
Quarterly strategy review
Direct access to your account manager

How it works.

Three steps, repeated every month.

01

Month 1: Baseline & Report

Every month you get a clear report on revenue, engagement, and deliverability, translated out of raw metrics.

02

Month 2: Test & Refine

We run structured A/B tests on subject lines, send times, and content, and roll out what wins.

03

Month 3 On: Optimize & Repeat

Underperforming flows and campaigns get rebuilt, and the cycle repeats so results keep compounding.

Questions, answered.

Is this a one-time report or ongoing?

Ongoing. It's a monthly retainer: a report and walkthrough call every month, a quarterly strategy review, and continuous testing in between.

Which tools do you report from?

Klaviyo or your email platform, plus Shopify and Google Analytics 4 where needed, so email results are tied to real store revenue.

Who reads the report with us?

Your account manager walks you through it on a monthly call and turns findings into the next month's actions.

Who makes the changes the report recommends?

We do. Tests, flow fixes and improvements are part of the retainer, not extra work for your team.

Can we see results from other clients?

Yes, on request. We protect every client's privacy, so results and screenshots are only shared with the client's permission, with names and company details hidden. Ask on a call and we'll walk you through relevant examples.

Ready for reporting and optimization that never stops?

Book a Free Call →