OVERSTOOD, NOT OVERCOMPLICATED.

CRM execution with C-suite intuition.

Our senior marketing experts partner with e-commerce, telehealth, and subscription companies to accelerate growth through CRM, loyalty, and lifecycle strategies.

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THE MARKETING FIREPOWER YOU’VE BEEN MISSING

Platform migrations. Underperforming automations. Teams that need direction. These aren't hypotheticals for us—we've solved them at scale. Bringing together experience from brands like Ro, FreshDirect, WeightWatchers, Fast Growing Trees, Doctors Without Borders, and ActBlue, our team combines strategic firepower with tactical execution: CRM optimization, customer journey design, team leadership, and the kind of data-driven decision-making that turns engagement into revenue.

Whether you need a full audit or an interim CMO to steady the ship, we work collaboratively with your team to build on your wins, fix what’s broken, and keep your brand ahead of what’s next.

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120+

Years of combined senior CRM and lifestyle marketing expertise

15+

Platform certifications across Braze, Klaviyo, Iterable, HubSpot, Customer.io, and Segment

30,000+

Successful campaigns launched

We’ve Worked With the Best

From startups building their first flows to established companies scaling lifecycle programs.

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Supercharge Your CRM with Certified Expertise

Strategic audits that actually tell you what to do

Stop guessing what's broken.
We diagnose exactly what's blocking your growth and prioritize the fixes that move the needle fastest. You get comprehensive CRM audits, platform selection guidance, and roadmaps that show the path from stuck to thriving.

Lifestyle programs that drive real revenue

We've built welcome series, nurture flows, and reactivation campaigns hundreds of times. Your team gets battle-tested frameworks from Fast Growing Trees (Fast Company's Most Innovative 2024), segmentation strategies proven across millions of customers, and testing protocols that actually produce insights, not just data.

Platform Expertise You Don’t Have to Train

Braze certified. Klaviyo certified. Iterable certified. HubSpot certified. We don't just know these platforms—we know how to extract every ounce of value from them. From migrations to advanced automation to campaign builds your team can maintain, we bring the technical depth most companies spend years developing.

Braze Certificate

Klaviyo Certificate

Segment Certificate

WE SPECIALIZE IN

Get senior-level strategic insight without the full-time hire.

Hourly Engagement

Sprint support when you need expert help fast

Perfect for focused projects, campaign launches, or when you need to augment your team for specific initiatives without long-term commitment.

Flexible week-to-week engagement
Ideal for under 115 hours/month
Add expertise exactly when you need it

Monthly Embedded Team

Your fractional lifecycle marketing department

Get senior strategists working alongside your team like full-time employees. We join standups, collaborate in Slack, own roadmap initiatives, and drive continuous improvement.

115-140 hours/month of dedicated support
Fully integrated into your workflows

Annual partnerships save 5%
Scale up or down as needs evolve

Project-Based Engagement

Bring in the experts for major initiatives

Platform migrations. Complete program rebuilds. Strategic audits. When you have a defined project that needs deep expertise and clear outcomes, we own it from discovery to handoff.

Fixed scope with clear deliverables
Typical completion within set timeframe
Perfect for audits, migrations, or rebuilds

OFFICE HOURS

Strategic advisor in your back pocket

Access senior marketing leadership for brainstorms, reviews, and strategic decisions without committing to full engagement. Perfect for post-project support or ongoing guidance.

Up to 8 hours/month
On-demand expertise when you need it
Great for maintaining momentum

Interested in creative support?‍ ‍Add our white-glove services for both copy and design support.

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NOTE: Available as an add-on, exclusively for multi-month contracts.

Amy is the most talented CRM and lifecycle strategy leader I have come across in my career. With a unique ability to both "get in the weeds" and problem solve with the team and also see and plan for the future, Amy is a rare find for any Marketing team. I've had the pleasure of working with Amy in various capacities over the last decade and can say without a doubt I would jump at the chance to work with her again.

Liz Kennedy
Brand Marketing Leader
As the Director of Customer Support, I had the privilege of collaborating closely with Amy, and I can attest to her outstanding qualities and dedication to our company's success. Amy took the time to immerse herself in every aspect of our operations, gaining insights into our challenges and opportunities. Her approachable demeanor and willingness to listen made her an invaluable resource for employees at all levels, fostering a culture of collaboration and support. Beyond her professional expertise, Amy is a compassionate leader who genuinely cares about the well-being of her team members. She is an exceptional talent, and any organization would be fortunate to have her on board.

Jackie Ready
Director of Customer Suppoer at FastGrowing Trees
In my almost 3 years working on Amy's team at Ro, I learned more than I learned in my previous 7 years working in the Digital Marketing space. She grew the CRM team from 2 (including her) to 6 full-time employees, always had our back through good times and bad and knew how to make the team have a good time while also working really hard. Amy allowed us to work independently while guiding us through new strategies, technology, platforms and data analysis. She works efficiently and is great with spreadsheets. Amy is truly the best manager I've ever had!

Tanvi (Devidayal) Mooney
Retention and Conversion Expert
Amy is the most rigorous and analytical lifecycle marketer I’ve worked with, with creativity and drive that showed up in the many methodically designed tests, journeys, and programs she developed. Amy was instrumental to the growth of Freshdirect and Foodkick’s Deliverypass program, which drove tremendous customer loyalty (and CLV) to Freshdirect during my time there. In other words, Amy is an excellent integrated and performance marketer, well beyond the deep experience she brings from CRM and loyalty.

Jason Lepes
CEO @ 2ULaundry

Ready to add 120+ years of expertise
to your team?

Book a free consultation and let's talk about what's blocking your growth—and how we can fix it.

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