Email & SMS Consulting
Expert strategy without handing over the keys.
Already have an in-house email team? We'll make them better. Our consulting gives your team the strategy, playbooks, and expert oversight they need to perform at an agency level.
Your team knows your brand. We know email and SMS.
You've built an email team. They know your brand, your customers, and your voice. But they're stuck in their own experience. They don't know what "great" looks like across 50+ eCommerce brands. They haven't seen what works in your vertical from the outside.
You don't need to replace them with an agency. You need to level them up with the strategic depth, best practices, and playbooks that only come from managing retention across a wide portfolio of brands.
Think of us as the expert advisor who makes your team 2x more effective.
Strategy, playbooks, and oversight to elevate your team.
We work alongside your in-house team to provide the strategic depth and accountability that accelerates results.
Strategic Direction
Quarterly strategy sessions that map your email and SMS roadmap to business goals. Flow priorities, campaign calendar, testing agenda, and KPI targets. All aligned with your P&L.
Custom Playbooks
Documented playbooks for your team: flow architecture, campaign planning, segmentation strategy, A/B testing protocols, and deliverability management. Your team executes with confidence.
Performance Reviews
Regular review of your team's work: campaign performance, flow optimization, segmentation effectiveness. We catch what your team misses and push performance higher.
Team Training
Hands-on training for your team on Klaviyo best practices, advanced segmentation, A/B testing methodology, and deliverability management. We make your team self-sufficient.
Testing & Optimization
Structured testing program design: what to test, how to test, when to ship. We help your team build a culture of continuous optimization, not random experiments.
Reporting & Accountability
P&L-aligned reporting framework for your team. We help them track what matters (contribution margin, LTV, MER) and present results in a way leadership actually cares about.
Not another consulting firm. Practitioners who consult.
We don't just give advice. We're in the accounts every day running retention for other brands. Our consulting comes from real-world results, not theory.
Consulting that actually changes results.
Not a one-time audit. An ongoing partnership that levels up your team over time.
Deep Audit
Full audit of your email/SMS program, Klaviyo setup, team capabilities, and business goals. We find every gap and opportunity.
Strategy & Playbooks
Custom strategy and documented playbooks built for your team. Quarterly roadmap, testing agenda, flow priorities, and KPI targets.
Ongoing Partnership
Regular strategy calls, performance reviews, and optimization guidance. We're in your Slack channel, available when your team needs direction.
Results & Scale
As your team levels up, we shift focus from training to advanced strategy. The goal is to make your in-house team perform at an agency level.
When Email Consulting Makes More Sense Than an Agency
Not every brand needs full-service email management. If you already have a capable in-house team that knows your brand and handles day-to-day execution, what you need isn't more hands. You need better strategy. Email consulting gives you the strategic depth of a specialized retention agency without replacing your team.
Consulting works best for brands that have outgrown their current email strategy but aren't ready to hand off execution. Maybe your team is solid but plateauing. Maybe you just hired a new email marketer and want to accelerate their ramp. Maybe you're between agencies and need strategic direction while you decide what's next.
What Makes Threadpoint's Consulting Different
We're not career consultants. We're active practitioners who manage email and SMS for eCommerce brands every day. That means our advice comes from what's working right now across a portfolio of brands, not from case studies and whitepapers from three years ago.
As a Klaviyo Master Platinum partner, we bring platform expertise that's hard to find in standalone consultants. We know Klaviyo's advanced features, upcoming changes, and strategic best practices because we use them daily. And we communicate the same way we do with our full-service clients: via Slack, with same-day response times, and with total accountability to your results.
Got questions? We've got answers.
With full-service, we handle everything: strategy, execution, and optimization. With consulting, your team handles execution and we provide the strategy, playbooks, oversight, and training. Same expertise, different delivery model.
Typical engagements include bi-weekly strategy calls and quarterly deep-dive sessions. Between calls, we're available in a dedicated Slack channel for questions, campaign reviews, and quick feedback. Cadence is customized based on your needs.
Yes. Many clients start with consulting to get strategic direction and then move to full-service when they're ready to hand off execution. The transition is seamless because we already know your brand, your data, and your goals.
Yes. Performance reviews are a core part of consulting. We review campaigns before they send, audit flow performance monthly, and provide feedback on everything from subject lines to segmentation strategy. We catch what your team misses.
Consulting engagements are scoped based on team size, current program maturity, and how much support your team needs. We give you a transparent proposal after the initial audit. Start with a free strategy call.
