this is our process ☻
we were workin’ through the way we do things, & created a central doc for our team to reference whenever they need it. once we wrote it, we figured ‘why not share this publicly?’
where ( 🌎 )?
we work remotely and always have. some would say that we were ahead of our time. but even before it was necessary, we believed it was just a better way to work. close your eyes and think of a place where would you go to really get work done? well then, go there.
we want our team to do the best work of their careers, and you should too.
wherever you work, we work within a project management tool called basecamp. it’s how we talk with clients, store creative files, ask for feedback & document our work. it’s like using slack, dropbox, google docs & calendar all in one.
and how we work? 🖥
type it up… we’re gonna read it. and re-read it. then probably read it again. our team works best with written communication we can refer back to & use to refine our work. to put it simply, we enjoy actually working with our clients.
we love getting on the phone with our clients (specifically to say 👋🏼), but getting feedback (or communicating) this way can be time-consuming, costly, and hard to keep track of. do us a favor and set up a call only after you’ve communicated your needs in written form. this will give us a chance to make changes beforehand. if and when we need to jump on a call, chances are, we’re free…. we like it this way.
first, the brand check-up 📋
healthy relationships start with great communication & listening. before jumping into anything, we like to take a look under the hood, analyze the business & find if the business is a good fit for our team. we want to be sure we can help, and that takes some research on our part.
once we gain clarity on what you’ve been doing, we build a strategy based on what we know will create the most impact. from there, we dive into the work.
outlining strategy 🗂
depending on the stage of your business, we often dive into automation flows to kick things off. in the first week after kickoff, we run reporting & build a flow map of your emails to identify what 3 to 4 automation flows would be most effective for our team to spend time on. we’re looking to get results.
we typically start by focusing on the welcome Series, browse abandonment, abandoned cart, and post-purchase series.
developing the design direction 💡
after the kickoff call, our designer will spend some time working with your brand, downloading all creative assets your team has uploaded & creating a miniature brand guide for our work. we use a powerful cloud-based design tool (Figma) that allows anyone on our team to access all design files & make any simple copy updates without playing a game of telephone to do so.
while assembling the brand guide, the designer will explore what an email campaign could look like. this is a great way for our team to get a temperature gauge before sending over a larger creative delivery, that could potentially catch people off guard.
it’s meant to make our design process more approachable, and allow us to learn early & quickly. so, tell us what you think.
tone check 🗣
while you’re reviewing and signing off on the automation flow outlines/strategy, our copywriter will dive into the first “mock” campaign. just like we did with the design process, we want to learn quickly. it’s again, meant to be a great way for us to get a temperature gauge and get early feedback before we focus far more time on the welcome series and campaigns moving forward.
be clear with the language you like & dislike, as this drives everything we develop.
creative buildout 👩🏻💻
now that you’ve given feedback & ultimately signed off on the automation flow outlines, we hand off to our copywriter to develop the content for each campaign. once done, the designer can build out each campaign with the approved creative direction. things are really rolling now!
weekly campaign planning 📅
after the automation flows are starting to take shape, the strategist shifts focus to developing a direction for your weekly campaigns. we move into delivering these in the second month of our partnership (around 5–6 weeks in) & generally start with one a week while we gather more data.
we like to split the content within these campaigns between product/sales focus and lifestyle content that aims to add value to the subscriber’s life. this keeps a balance between sales & brand relationships. retention marketing is a long-term focus, building great relationships takes time.
