Automation Strategy Group

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of Equinox

Describe what your company does in a single sentence.

Equinox Group is a high growth collective of the world’s most influential, experiential, and differentiated lifestyle brands that includes Equinox Fitness Clubs, SoulCycle, and Equinox Hotels Equinox was built on the notion that fitness can empower a life well-lived and foster a strong community of high-performance individuals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• Email marketing support: content strategy, copywriting, campaign design, and execution

SOLUTION

How did you find Automation Strategy Group?

Google search and Upwork

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team supported our email marketing end-to-end, content strategy, copywriting, and campaign planning through to fully designed, responsive emails built within our brand guidelines. It's been a smooth process from concept to execution, and it's helped us launch campaigns faster and more consistently.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We've seen solid engagement from the campaigns they've supported, steady click-through rates and good response across our key metrics. It's hard to attribute results to any one factor, but the campaigns they've executed have performed well and contributed to stronger overall engagement

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Automation Strategy Group project management has been solid. Communication is clear and timely, and deliverables are consistently on schedule. They’re responsive to our needs, quick to turn things around, and flexible when we’ve had last-minute changes or shifting priorities.

What was your primary form of communication with Automation Strategy Group?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most was how collaborative the team was. They didn’t just execute, they took the time to understand our goals and tailor their approach to fit our brand and strategy. It felt like a true partnership rather than a one-size-fits-all service

Are there any areas for improvement or something Automation Strategy Group could have done differently?

Overall, we’ve been happy with the partnership

BACKGROUND

Please describe your company and position.

I am the Software Engineer of Medivis

Describe what your company does in a single sentence.

Medivis is a medical technology company harnessing augmented reality and artificial intelligence to advance medical imaging and surgical navigation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• We needed expert support and ongoing maintenance for our Salesforce environment to keep up with our growing business requirements as a medical technology company.

SOLUTION

How did you find Automation Strategy Group?

• Online Search
• Upwork

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Automation Strategy Group provides ongoing Salesforce development and support for our environment. The team has implemented new business requirements, including custom Apex and Lightning Web Components development, integrations with external systems, automation using Flows, security configuration, and maintenance of existing Salesforce functionality. ASG has also been responsible for troubleshooting production issues, improving existing processes, and supporting scalable Salesforce solutions across multiple business areas, including building a custom integration with Jira.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

ASG has significantly improved our Salesforce process automation. Workflows that previously required manual effort are now streamlined, and our team can move faster on delivery and operations.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management is well-organized and communication has been smooth throughout. The team consistently delivers on time and is responsive to feedback and evolving business requirements. We communicate via virtual meetings, emails, and messaging apps

What was your primary form of communication with Automation Strategy Group?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team is highly responsive, collaborative, and focused on delivering practical, real-world solutions, not just checking boxes. That mindset made a real difference for us.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

Honestly, nothing significant comes to mind. They delivered exactly what was promised, met deadlines, and provided fast support when needed. It's been a smooth engagement from start to finish.

BACKGROUND

Please describe your company and position.

I am the Co-founder of Arpari

Describe what your company does in a single sentence.

Arpari is a multi-bank treasury platform that centralizes cash, payments, reporting, and Positive Pay across every bank relationship, in one place.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• D2C email marketing
• Retention marketing
• Revenue growth

SOLUTION

How did you find Automation Strategy Group?

Online Search

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Great culture fit

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Full Klaviyo email marketing management and execution utilizing a top-down marketing strategy. Automation Strategy Group creates our monthly marketing calendar and strategically develops campaigns to help us execute our goals.
In addition to campaigns, Automation Strategy Group creates and updates automated flows in Klaviyo to help nurture customers and support long-term retention. They also manage our website opt-in pop-ups on the platform, Digioh. This directly feeds email contacts into Klaviyo, further advancing our list-building and audience-owning efforts.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Maintained email health in Klaviyo while advancing overall branding quality. Deliverables are consistent, reliable, and of desired quality. Our team's need for micro-management has been reduced due to the reliability and quality of the ASG customer success team. While revenue has maintained horizontal consistency, this has highlighted a need to further focus on outside-the-box traffic acquisition strategies.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Monthly calendar planning is done proactively in advance and on time. We have a Slack channel for day-to-day communication that has made project management efficient and smooth. Our customer success managers are always quick to respond, and as friendly and professional as they come. Campaign approvals are always delivered with sufficient time to review and scrutinize as needed.

What was your primary form of communication with Automation Strategy Group?

Virtual Meeting

What did you find most impressive or unique about this company?

The company culture at Automation Strategy Group is top-tier. Compared to our previous email agency, it is a night-and-day difference in overall quality. They uplift their clients while being as dependable as a brand could ask for. The quality of the email design and copy is also noticeably elevated. All of this easily justifies the cost of service, you truly get what you pay for. Quality team, quality deliverables, and quality reliability

Are there any areas for improvement or something Automation Strategy Group could have done differently?

I can always wish for further improved monthly revenue, but before onboarding with them, we were already attributing 40% of average monthly revenue to Klaviyo, so this is a task that takes more than an email agency to execute. It's a holistic marketing challenge that I, as a co-founder, must address.
Automation Strategy Group has truly made my life easier and less stressful. And while there have been some discrepancies in deliverables, their team has always been prompt in addressing and resolving these with a great attitude, which is what really matters.

BACKGROUND

Please describe your company and position.

I am the Executive of Gourmet Garage NY

Describe what your company does in a single sentence.

Food & Beverages Industry

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• Develop strong creative and marketing campaigns to optimize customer acquisition, retention, and customer experience
• Establish email marketing program

SOLUTION

How did you find Automation Strategy Group?

Upwork

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired Automation Strategy Group to implement an email marketing program for our brand. Deliverables included setting up a variety of email flows, from client acquisition through long-term customer retention, as well as monthly campaigns to customers offering information on new products or promotions. ASG was also invaluable in delivering general marketing and strategic advice

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

ASG provided immediate, impressive results. Within 6 months of hiring them, our subscription churn dropped by 42%, LTV rose by 20%, and our percent of revenue attributable to email increased by more than 200%. The ASG team are absolute pros

Describe their project management. Did they deliver items on time? How did they respond to your needs?

ASG provides fantastic project management. The team is extremely organized and turns out one stunning creative after another. They work through Slack, which is great, as well as through periodic live Zoom reports

What was your primary form of communication with Automation Strategy Group?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Beyond best-in-class email marketing services, ASG is also a true business partner and cares as much about our results as we do. They went above and beyond in helping to pinpoint growth opportunities, as well as offering key insights on sales and other customer trends in our business in connection with early-stage fundraising.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

None come to mind.

BACKGROUND

Please describe your company and position.

I am the Co-Founder and CEO of Archive

Describe what your company does in a single sentence.

Archive Resale provides resale software and infrastructure for major fashion and apparel brands to launch peer-to-peer and branded secondhand e-commerce.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• Add new revenue stream to our business with email and Facebook marketing, Increase overall product awareness, increase sales, and Manage our Klaviyo account to the fullest benefit

SOLUTION

How did you find Automation Strategy Group?

• Online Search
• Google search

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Automation Strategy Group were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Automated Strategy was tasked with setting up and maintaining our Klaviyo system and email flows. They also do our email blasts as well as our Facebook marketing.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our email marketing system is now generating significant new income to your business which was the main goal of that project. Facebook Marketing is still fairly new for us but it is looking positive at this point .

Describe their project management. Did they deliver items on time? How did they respond to your needs?

ASG is extremely responsive and has done an excellent job delivering great work on time and as needed. They were able to act quickly when circumstances required, and overall, their work has been excellent.

What was your primary form of communication with Automation Strategy Group?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They are extremely easy to work with and when we did have an issue with one of the associates early on the manager took on our project personally and stayed involved to make certain we were happy.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

With any new business relationship[there are trials in the beginning with fitting the right people to the right project. We had this as well however Automated Strategy Group was very responsive to our needs and the issues were resolved quickly.

BACKGROUND

Please describe your company and position.

I am the Co-Founder and CEO of Cart.com

Describe what your company does in a single sentence.

Cart.com is a powerhouse unified commerce and logistics provider that helps brands scale their sales, customer acquisition, and physical order fulfillment across multiple digital and retail channels

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• Email Marketing Solution

SOLUTION

How did you find Automation Strategy Group?

Google Search

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Good value for cost
• Their service is what we actually need

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

6 monthly emails, email pop-up collection

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Emails were being collected, revenue gererated

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, all our needs we met on time and responded professionally at all times

What was your primary form of communication with Automation Strategy Group?

Email or Messaging App

What did you find most impressive or unique about this company?

Automation Strategy Group is very professional and easy to work with. They also are very interested in helping the company grow.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

No, they've been great in every respect.

BACKGROUND

Please describe your company and position.

I am the CEO and co-founder of Vori

Describe what your company does in a single sentence.

Vori is a AI-powered, autonomous operating system for the independent grocery industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• Hired to Perform a Deliverability Audit, Fix Domain Health / Warm-Up Domain and Re-Launch Email Journeys

SOLUTION

How did you find Automation Strategy Group?

Online Search

Why did you select Automation Strategy Group over others?

• Great culture fit
• Good value for cost

How many teammates from Automation Strategy Group were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They provided a variety of services all of which centered around an email marketing campaign. After launching our campaign, we discovered a few issues which we enlisted them to assist with, including a deliverability audit to examine if our emails were landing in users spam folders, a warm-up to fix our domain health issues, and to use re-start our email campaigns using the updated domain and deliverability components. ASG delivered on each aspect of these deliverables in a professional, timely, and thorough manner.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our domain health and IP reputation both improved from Bad to High, and our Emails Open Rates have gone from <5% to 20-40% range, indicating proper inbox placement.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Automated SG was always responded in a timely manner via email, the feedback loop was very appreciated especially considering we had a tight timeline. They also completed all deliverables in a timely manner as well, while keeping in mind what was best for the campaign performance overall. ASG always provided a plethora of expertise and a solid knowledge-transfer that we will take into all our future endeavors.

What was your primary form of communication with Automation Strategy Group?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The variety of tools and expertise that they could provide was very wide and deep. You could tell that they all are experts in the email industry and knew exactly how to proceed with what we needed to do to get our campaign back on track.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

Automated Strategy Group has a lot of great resources and provided a lot of detail in our meetings and via email chains, but I might appreciate some more official off-boarding documentation to have as a resource moving forward beyond our engagement with them

BACKGROUND

Please describe your company and position.

I am the Lifecycle Marketing Manager of Altruist

Describe what your company does in a single sentence.

Altruist is a modern custodian platform that helps financial advisors streamline investment management and deliver a better client experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

• Grow our lifecycle marketing stream
• Clean up and rebrand our email templates

SOLUTION

How did you find Automation Strategy Group?

Online Search

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Execute Braze campaigns and canvases (build and launch) based on the strategy, content, and audiences defined by our marketing team.

2. Collaborate on Braze event and property management to support future messaging, personalization, and segmentation initiatives.

3. Provide ongoing lifecycle marketing guidance, CRM strategy support, and consulting to improve customer acquisition, engagement, and retention. The team also served as a trusted partner for broader marketing automation initiatives and strategic recommendations.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Improved customer application submission rate by 3x and the application approved rate by 4x on the OA1 Drop Off Application funnel test

2. Grew the business by expanding to new states where the product is offered, email growth driven by MH

3. Engagement rates improved after optimizing our email templates for dark mode and mobile

4. 26% new product adoption lift from email after launching a new payment feature and advertised it via email

5. Just a lot of overall feedback internally at how much more branded and beautiful and effective our emails have been over the last 6 months

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Automation Strategy team is incredibly thorough, fast, detail-oriented, and efficient. They deliver items on time or very early, and they are happy to hop on and help solve any unexpected issues. They respond quickly and are always on time. They make changes very quickly upon request.

What was your primary form of communication with Automation Strategy Group?

Virtual Meeting

What did you find most impressive or unique about this company?

The team is incredibly efficient and helpful. We initially hired them to help take some of the workload off our team on the email development side, but they've become much more than that. They consistently deliver projects quickly without sacrificing quality and are always available when we need guidance on messaging strategy or campaign execution. Their responsiveness, quality of work, and experience make them feel like a true extension of our team. They have also provided valuable strategic input around CRM and marketing automation initiatives, which has strengthened our overall lifecycle marketing efforts.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

Nothing to mention. We've been very happy with the partnership and the support provided by the team.

BACKGROUND

Please describe your company and position.

I am the CO-Founder and CEO of Chikka.ai

Describe what your company does in a single sentence.

As an AI-native research platform, Chikka brings interviews, recordings, meetings, videos, and conversation documents into one unified workspace, then transforms them into multilingual transcripts, smart labels, visual reports, and source-grounded insights. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Automation Strategy Group to accomplish?

We hired Automation Strategy Group to help us improve customer retention, maintain our brand presence, and continue driving consistent traffic through our email marketing campaigns.

SOLUTION

How did you find Automation Strategy Group?

Other

Why did you select Automation Strategy Group over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Automation Strategy Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Automation Strategy Group supported us with our email marketing campaigns, handling everything from design to final execution.

1. Email Design: The team transformed our provided assets into brand-aligned, high-converting email layouts.
2. Audience Selection: They helped us with accurate audience targeting and segmentation to ensure campaigns reached the right users. 
3. QA & Testing: The team carefully coded, tested, and managed the entire QA process before launching campaigns, ensuring everything worked properly across devices.
4. Communication: They proactively shared project updates, collected feedback, and handled revisions smoothly throughout the design and QA phases.

Their knowledge and approach were similar to working with an experienced HubSpot consultant, providing the level of guidance and structure we expect from a quality HubSpot consulting service.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Email marketing is our primary channel for driving traffic, and with each campaign, we saw noticeable improvements in traffic, which naturally contributed to higher conversions. Additionally, their detailed QA process helped us achieve error-free campaign execution, with no broken links or major formatting issues across devices. Their communication and flexibility also helped reduce potential delays and ensured campaigns were delivered smoothly.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Through email, Slack, and Zoom calls, we were able to stay aligned throughout the project. Even when we experienced some internal delays, the Automation Strategy Group team handled the campaign management process effectively and helped keep everything on track. Whenever something unexpected came up, we could quickly reach out through different communication channels, and they were always responsive and willing to help.

What was your primary form of communication with Automation Strategy Group?

Email or Messaging App

What did you find most impressive or unique about this company?

Although our main point of contact was the project manager, we also had opportunities to communicate with designers and other team members when needed. This helped ensure that all aspects of our campaigns were properly handled and that everyone was aligned with our goals.

Are there any areas for improvement or something Automation Strategy Group could have done differently?

While they already include suggestions in their monthly performance reports, we would appreciate more detailed recommendations focused on improving click-through rates and further optimizing campaign performance.