Scalero

BACKGROUND

Please describe your company and position.

I am the Manager, CRM Targeting & Analytics of Holland America Line

Describe what your company does in a single sentence.

Holland America Line is a 150-year old cruise line that delivers unforgettable, extraordinary cruise vacations by creating once-in-a-lifetime experiences for guests through excellence, service, and genuine connections. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Scalero to accomplish?

• Support email team with the creation and deployment of day-to-day promotional emails and segmentation.
• Support in the creation and execution of complex lifecycle marketing initiatives.

SOLUTION

How did you find Scalero?

Existing relationship with sister brands

Why did you select Scalero over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from Scalero were assigned to this project?

2-5 Employees

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

Marketing Email Production

Development and deployment of 5–7 promotional marketing emails per week.

Includes creative execution, QA, and scheduling. 

Audience & List Management

List building and segmentation within Simon 

ata to support targeted campaigns.

Ensures accurate audience targeting and data hygiene. 

Platform Transition Support

Assisting with the migration of email automations from Responsys to Iterable.

Includes mapping, rebuilding, and testing of workflows. 

Email Trigger Development

Creation of new triggered email campaigns based on user behavior or lifecycle events.

Strategic input on trigger logic and timing. 

Enhancement of Existing Automations

Optimization of existing email triggers to improve performance and relevance.

Includes A/B testing, content updates, and logic refinements.

RESULTS & FEEDBACK

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

Increased Team Bandwidth
6 weekly emails fully managed by the agency, freeing up ~24–30 hours of internal team capacity per week.
Result: Greater focus on strategic initiatives and cross-channel planning.

Automation Development & Optimization
15+ email automations created or enhanced, including lifecycle, behavioral, and transactional triggers.
Result: Improved customer engagement and retention through timely, relevant messaging.

Platform Transition Acceleration
Support with Responsys to Iterable migration has reduced internal workload and accelerated timeline.
Result: Faster adoption of Iterable capabilities and reduced risk during transition.
Operational Efficiency
Streamlined list building and segmentation in Simon Data, improving campaign accuracy and reducing manual errors.
Result: Enhanced targeting precision and campaign performance.

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

Scalero consistently delivers high-quality work, meets deadlines reliably, and approaches every request with a proactive, solutions-oriented mindset. Their collaborative spirit and commitment to excellence make them a trusted and valued extension of our team.

What was your primary form of communication with Scalero?

Email or Messaging App

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

I'm consistently impressed by Scalero's ability to take on complex and often daunting requests with ease and precision. No matter how intricate the ask, they always execute and never make our team feel like we're asking for too much. When challenges arise, they approach them collaboratively, working with us to find thoughtful, effective solutions. Their level of flexibility and partnership is rare and it's what truly sets Scalero apart.

Are there any areas for improvement or something Scalero could have done differently?

I genuinely can't identify an area of improvement. 

BACKGROUND

Please describe your company and position.

I am the VP, Finance & Administration of Lodge Cast Iron

Describe what your company does in a single sentence.

Lodge Manufacturing Company crafts high-quality cast iron cookware and accessories, blending time-tested tradition with modern innovation to serve home cooks and professional chefs alike.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Scalero to accomplish?

• Setup email service and SMS provider and launch initial campaigns
• Create Customer 360 and unified profile across tech stake
• Consulting around marketing tech stack and data engineering - help assess options and make recommendation

SOLUTION

How did you find Scalero?

Referral

Why did you select Scalero over others?

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

How many teammates from Scalero were assigned to this project?

2-5 Employees

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

• Integrate and enhance the Customer 360 platform in Snowflake, incorporating a robust marketing attribution model.
• Implement and onboard a new ESP and SMS provider, including end-to-end customer journey design and development.
• Serve as interim CRM lead, creating new customer journeys, refining engagement strategies, and driving KPI analysis for optimization.
• Consult on MarTech stack evolution, providing strategic decision support to ensure scalable, future-ready technology choices.

RESULTS & FEEDBACK

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

• Seamless transition of the marketing tech stack from Salesforce to Shopify, Insider, and Attentive without disruption to ongoing campaigns.
• Integrated multiple data sources into Snowflake, enabling a unified Customer 360 view and actionable marketing attribution model.
• Launched new SMS channel with strong adoption and high conversion rates, enhancing customer engagement and retention.

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

The Scalero team consistently met with Lodge on a weekly basis, arriving well-prepared with a clear project plan, defined milestones, and structured updates that captured new items with assigned priorities and timelines.  They were always punctual, highly proactive in their communications, and consistently went above and beyond to help Lodge meet deliverables while effectively addressing any gaps identified throughout the project.

What was your primary form of communication with Scalero?

Virtual Meeting

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

The Scalero team demonstrated exceptional expertise and adaptability to Lodge’s evolving needs.  As the project scope shifted, they remained fully engaged every step of the way, ensuring progress never stalled and providing critical support in an area where Lodge lacked in-house expertise.  Beyond execution, they actively transferred knowledge, coaching our team throughout the process to build internal competency while successfully meeting all objectives and timelines.

Are there any areas for improvement or something Scalero could have done differently?

The Scalero team performed exceptionally well and consistently demonstrated openness to feedback. While there were no significant gaps in delivery, their willingness to listen and adapt made collaboration seamless and highly productive.

BACKGROUND

Please describe your company and position.

I am the CRM Associate of a dog food retailer

Describe what your company does in a single sentence.

Our company sells fresh, 'human-grade', dog food as a subscription service

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Scalero to accomplish?

• Building / coding our email contents for lifecycle comms or marketing emails

SOLUTION

How did you find Scalero?

• Other

Why did you select Scalero over others?

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

How many teammates from Scalero were assigned to this project?

2-5 Employees

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

Scalero supports coding and building our designed email marketing campaign on a request basis.

RESULTS & FEEDBACK

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

Deliver upon agreed project timeline and the quality of work (less fixes needed the better after initial code handoff)

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

They have a designated CSM along with one CS Lead and a Developer to oversee our account, and they all join the weekly meeting to ensure our project expectations are aligned. Scalero has an agile team that we absolutely enjoy working with. They proactively communicate throughout the project timeline and are keen to find solutions as needed.

They are very open to feedback and adjustment and are also very upfront about what they suggest to do -- having open conversations throughout our partnership has truly gained trust and efficiency through work!

What was your primary form of communication with Scalero?

• Virtual Meeting

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

Everyone is great at what they do, so we can trust their expertise. They are also willing to 'tailor' to our way of workflow and continue to have open conversations on improvement.

Are there any areas for improvement or something Scalero could have done differently?

I'm very impressed by far!

BACKGROUND

Please describe your company and position.

I am the Lifecycle Lead

Describe what your company does in a single sentence.

Collaboration software for documentation, and project, task & knowledge management, all in one workspace.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Scalero to accomplish?

• Help set up and maintain our ESP for growth and scale.
• Help scale our experimentation and launch velocity
• Help integrate tools in ESP

SOLUTION

How did you find Scalero?

Referral

Why did you select Scalero over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Scalero were assigned to this project?

2-5 Employees

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

We hired Scalero to help us set up and maintain our ESP as we grew and scaled our users and business exponentially. We needed to find a partner that'd allow us to scale ourselves while maintaining a high quality bar and raising our experimentation quantity bar. We also knew we'd be integrating new tools and systems into our ESP regularly, and relied on Scalero to do given their knowledge of our setup.

RESULTS & FEEDBACK

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

We've 2x'd our output as a result of having Scalero as an extension of our team.

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

Best in class project management. Deliverables met on time, quality bar always high, overcommunicative throughout the process, and any mistakes rectified quickly and then prevented from happening again.

What was your primary form of communication with Scalero?

• Virtual Meeting
• Email or Messaging App

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

They are a natural extension of our team. We throw them high level work, low level work, strategic work, tactical work, and they've reliably either been able to accomplish it, or explained clearly what they needed from us to be able to accomplish it.

Are there any areas for improvement or something Scalero could have done differently?

Would love if our team were local/same time zone, but that's more a nice to have than must have.

BACKGROUND

Please describe your company and position.

I am the Product Manger/Data Analyst of The Org

Describe what your company does in a single sentence.

Largest database of public org-charts

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Scalero to accomplish?

• Email marketing
• User engagement

SOLUTION

How did you find Scalero?

Personal Connection

Why did you select Scalero over others?

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

How many teammates from Scalero were assigned to this project?

2-5 Employees

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

Scalero was in charge of managing all of our email marketing as well as transactional emails such as signup confirmations etc.Their team would design templates based on copies provided by The Org. They would also ensure the delivery of these emails and provide monitoring and optimization suggestions throughout the entirety of the project.

RESULTS & FEEDBACK

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

Increased open and click rates on various marketing series such as newsletters and product releases. Specifically, we saw the engagement of our onboarding series increase 2 fold which led to increased sales for our paid product.

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

The entire team was remarkably responsive to requests and always made timelines clear. We met virtually every week to discuss priorities and new projects. Scalero never failed to deliver on quality and timeline.

What was your primary form of communication with Scalero?

• Virtual Meeting
• Email or Messaging App

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

The responsiveness to slack requests despite time differences was very impressive. We had scalero team members located in the U.S., Europe, and Mexico and they always seemed to operate seamlessly.S

Are there any areas for improvement or something Scalero could have done differently?

We were very pleased with their ownership of projects and delivery.

BACKGROUND

Please describe your company and your position there.

I'm the Head of Digital Marketing at ParagraphAI. ParagraphAI is a world-class multi-lingual AI writing assistant for students and professionals. Built by engineers who have worked at Meta, MIT and OpenAI, ParagraphAI is guaranteed to increase your productivity and writing quality. Use our AI writer to Instantly draft articles, respond to emails, and automatically ensure professional grammar and tone. Ask AI anything and save time on tedious tasks.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Scalero?

We hired Scalero to assist with our email marketing efforts because they have the expertise and experience to reach and engage our target audience effectively. They thoroughly understand email marketing best practices and can help us create compelling and effective campaigns. Additionally, they have the necessary tools and resources to analyze and track the performance of our email marketing efforts, allowing us to make data-driven decisions and optimize our campaigns for better results.

Overall, their expertise and resources will help us to improve the effectiveness of our email marketing and achieve our business goals

SOLUTION

How did you select this vendor and what were the deciding factors?

They presented a comprehensive email marketing strategy that aligned with our overall marketing objectives and addressed our specific challenges and pain points. Some of the deciding factors that influenced our decision to work with Scalero include:

• Proven track record of success: The agency had a strong portfolio of successful email marketing campaigns they have executed for other clients in our industry.
• Email marketing expertise: The agency has a team of experienced professionals who specialize in email marketing and understand the latest trends, strategies, and technologies in the field.
• Comprehensive and flexible services: The agency offered a wide range of services including email list building, design, copywriting, segmentation, automation, and analytics, which can be tailored to our specific needs.
• Use of advanced tools and technologies: The agency uses industry-leading tools and technologies to improve the performance of our email marketing campaigns, such as A/B testing, personalization, and automation.

Overall, with Scalero's demonstrated expertise, proven success and flexible solutions made them the ideal partner for our email marketing efforts.

Describe the project in detail and walk through the stages of the project.

• Discovery and strategy development: This stage involved working closely with our team to understand our business goals, target audience, and current email marketing efforts. Scalero conducted research, analyzed data, and developed a detailed email marketing strategy that aligns with our overall marketing objectives.
• List building and segmentation: Scalero helped us to build and segment our email list, ensuring that we targeted the right audience with the right message. This involved identifying key demographics, interests, and behaviours of our target audience and creating segments based on this information.
• Email design and copywriting: In this stage, Scalero worked with our team to design visually appealing and responsive email templates and create compelling copy that effectively communicates our message and calls to action.
• Automation and testing: The agency will set up automated email campaigns and use A/B testing to optimize the performance of our emails. This will involve testing different subject lines, designs, and copy to identify the most effective approach.
• Analytics and reporting: Scalero used advanced analytics tools to track and measure the performance of our email marketing efforts. They provided regular reports on key metrics such as open rates, click-through rates, and conversion rates and used this data to make data-driven decisions and optimize our campaigns.
• Ongoing optimization: Scalero will continue to work with our team to optimize our email marketing campaigns on an ongoing basis, keeping track of the latest trends and technologies and making adjustments as needed.
• Continual improvement: Scalero tracked results and provided regular insights. They also continuously evaluated the performance of our campaigns and made adjustments as needed to improve our results and achieve our business goals.

Overall, the project was a comprehensive and data-driven approach to improving the effectiveness of our email marketing efforts and helped us to achieve our business goals.

How many resources from the vendor's team worked with you, and what were their positions?

• Account Manager: This person will be the main point of contact between our team and the vendor's team. They will work closely with us to understand our business goals and objectives, and ensure that the project is delivered on time and within budget.
• Email Marketing Strategist: This person will be responsible for developing the overall email marketing strategy, analyzing data, and identifying key demographics, interests, and behaviours of our target audience.
• Email Designer: This person will work on the design and layout of our email templates, ensuring that they are visually appealing and responsive.
• Automation and Testing specialist: This person will set up automated email campaigns and use A/B testing to optimize the performance of our emails.
• Analytics and Reporting specialist: This person will use advanced analytics tools to track and measure the performance of our email marketing efforts and provide regular reports and insights.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

• Increased open rates: An increase in the number of recipients who open our emails.
• Higher click-through rates: An increase in the number of recipients who click on links within our emails.
• Improved conversion rates: An increase in the number of recipients who take a desired action, such as making a purchase or signing up for a service.
• Increased revenue or sales: An increase in revenue or sales as a result of our email marketing efforts.
• Increased engagement: An increase in engagement with our emails, such as more recipients forwarding or sharing our emails with others.
• Better ROI: An increase in the return on investment for our email marketing efforts.

How effective was the workflow between your team and theirs?

Our team had a positive experience working with the Scalero's team and they were able to meet the project's goals and objectives. Clear communication and a shared understanding of the project goals and objectives likely contributed to this success. Additionally, the regular meetings and check-ins, as well as the use of shared project management tools, helped to ensure that everyone was on the same page and that any issues or concerns were addressed in a timely manner.

Overall, the collaboration between our team and the Scalero's team was smooth and productive.

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

One of the most impressive or unique things about Scalero is their ability to provide a comprehensive and data-driven approach to email marketing. They have a thorough understanding of email marketing best practices, industry-leading tools, and technologies and expertise in email list building, design, copywriting, segmentation, automation, and analytics.

They helped to develop an email marketing strategy that aligns with our business goals and target audience, and used data and analytics to track the performance of the campaigns, making adjustments as needed to optimize the results. Additionally, they have the ability to provide a wide range of services including website development, social media management, search engine optimization and more.

Are there any areas for improvement or something they could have done differently?

More flexible services: we often found that the Scalero team was waiting for us to provide the copy for the email campaigns. It would be great if they also had an in-house copywriter available.

BACKGROUND

Introduce your business and what you do there.

I’m the email and content marketing manager at Galileo Learning. We’re an education company that offers summer camps, arts and science projects, and outdoor activities. Our service is for kids in pre-K–10th grade. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Scalero?

Galileo needed a new email service provider. On top of that, we needed technical email support. We had a creative team that handled copy and design, but we needed a developer or a coder to execute our campaigns. 

SOLUTION

What was the scope of their involvement?

Scalero handles our email marketing needs. Initially, we’ve integrated their email services with Salesforce to ensure all of our data logs are segmented accordingly. This way, they can customize and tailor emails for each customer. 

From there, we’ve collaborated with the team for our email campaigns; depending on the time of the year, we send daily or weekly emails. Their resources provide coding services and HTML templates that we customize as emails. On top of that, they execute our scheduling strategies and automate emails. 

What is the team composition?

We currently work with two people. One is a client solutions specialist, and the other is the head of client solutions, who is also my main point of contact. 

How did you come to work with Scalero?

Scalero was already working with Galileo when I joined the company. 

How much have you invested with them?

We’ve invested around $85,000 USD. 

What is the status of this engagement?

Our partnership with Scalero started in September 2020, and it’s ongoing. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

In 2022, we’ve grown conversions and more than doubled our revenue through email marketing. Our team has sent twice as many emails as last year; open rates have increased by 14%, while unsubscribe rates have gone down. In other words, we’ve seen success in our email channels, and that’s a testament to Scalero’s work. 

Moreover, we’ve evolved the design and layout of the emails. We’ve received plenty of positive feedback for them from our internal team. I’ve also heard a couple of customers saying they like the new email format and designs. 

How did Scalero perform from a project management standpoint?

Scalero’s project management is great. We have a Slack channel with them, and they’ve been truly responsive. Their resources are great at managing short- and long-term projects, so our daily email executions are handled well. On top of that, they help us make progress on longer-term projects. 

What did you find most impressive about them?

Their HTML template builder has been a game-changer for me. I don’t have HTML experience and dislike drag-and-drop programs, so it’s been great to have the templates they’ve created for us. 

Are there any areas they could improve?

Scalero has great ideas when we brainstorm, but I’d like them to have a better follow-through and make those ideas happen. I want those ideas to be out of the brainstorming phase and brought into the execution phase. 

Do you have any advice for potential customers?

Don’t be afraid to engage Scalero. They’re great at editing HTML templates. Once these templates are created, they can be constrained — you can’t easily move modules around. However, don’t be afraid to ask Scalero to make the edits you want. They’re the experts, so ask them your questions. Let them do the work to make everyone’s lives easier. 

BACKGROUND

Please describe your company and your position there.

I manage promotional strategy, email, and SMS programs for a DTC ecommerce company in the home vertical.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Scalero, and what were your goals?

Our bandwidth was limited, so we brought them on to help prepare email and SMS content for launch within our platforms. Later on, they helped us run an HTML vs PNG email test, and since HTML overperformed, they have been coding our promotional emails into HTML for us as well. They have also worked on an email audit for us for one of our brands; their team reviewed historical data through present across all campaigns and provided a comprehensive deck which included pain points and strategic suggestions.

SOLUTION

How did you select this vendor and what were the deciding factors?

We reached out to our ESP team and asked them for recommendations. Scalero was at the top of their list, and after meeting with their team we felt they were a great fit, especially considering they already had clients on the same ESP as we are and understood the platform.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

We started out with one intro session, where I walked the team through the platform and our naming conventions, and then Scalero's team began to build out our emails! We provide them with a monthly calendar and communicate via slack - they just send over a message when an email they are preparing is complete, and my team then goes in to QA & test it, then scheduled the email. They usually have emails ready for us at least a few days ahead of the drop date included in the calendar we provide them with. When they worked on the audit they did for us, we used slack to coordinate calendars for walkthrough meetings & gave them access to our CDP, Figma, GA account, and data warehouse.

How many resources from the vendor's team worked with you, and what were their positions?

We work with the co-founder and client solutions manager.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Their deliverables are always clean and meet my expectations. If there is an error in the email they've coded or I'd like something changed, they are also very quick to provide support. Without them, we would not be able to code our promotional emails (which would probably lead to at least a 10% drop in promotional revenue). They have saved me and my team from many hours of overtime!

How effective was the workflow between your team and theirs?

Very effective. They are always reachable over slack, and very quick to schedule live meetings upon request.

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

Our ESP is not one of the most commonly used, so I was happy that they were well-versed in working within it. In addition to building our emails, they have also been able to help me troubleshoot a few times!

BACKGROUND

Please describe your company and your position there.

Resy is a hospitality platform for restaurants and booking platform for consumers. I manage consumer marketing.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Scalero?

Resy initially hired Scalero to help develop our annual Year in Review campaign, but the partnership quickly expanded to support many aspects of our email marketing program. To date, Scalero has coded 50+ new emails for Resy, including our most personalized campaigns that leverage user data to increase engagement and conversions.

SOLUTION

How did you select this vendor and what were the deciding factors?

Scalero was recommended by Simon Data, another Resy partner.

Describe the project in detail and walk through the stages of the project.

Scalero advised on technical development of the Year in Review campaign (dynamic data, etc.), coded our email design, helped conduct testing, and saw it through to launch.

How many resources from the vendor's team worked with you, and what were their positions?

3: co-founder, client solutions manager, developer

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Resy saw strong engagement and repeat bookings from the campaign, and much UGC/sharing on social media.

How effective was the workflow between your team and theirs?

Very effective. Scalero has essentially become part of Resy’s marketing team, proving their value time and time again. They provide solutions to even our most complex problems, work quickly, and never miss a deadline.

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

Their agility and expertise. If something is in the hands of Scalero, I know I can trust it to be handled well.

Are there any areas for improvement or something they could have done differently?

We sometimes give the same design feedback multiple times, so it would be great to take note of our feedback the first round to ensure it’s checked in future editions.