Scalero

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.

BACKGROUND

Introduce your business and what you do there.

I’m the marketing director of Maison Beljanski, a holistic health and wellness products company. We offer dietary supplements and skincare products formulated from natural ingredients and based on decades of scientific research. We serve both consumers and healthcare professionals worldwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Scalero?

We needed help improving our email marketing through Klaviyo.

SOLUTION

What was the scope of their involvement?

Scalero has helped us increase our email marketing open rates, clicks, and conversions through email campaigns and automation. The team has created and managed our email campaigns, focusing on newsletters, promotional emails, and customer journeys.

What is the team composition?

We’ve worked with 2–5 teammates from Scalero.

How did you come to work with Scalero?

We found Scalero through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, and their designs and style fit what we were looking for during our initial calls.

What is the status of this engagement?

We started working with Scalero in September 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Our email marketing metrics have improved since working with Scalero.

How did Scalero perform from a project management standpoint?

Scalero's project management is incredible. The team is very informative and has great communication. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Scalero delivers on what they say they will.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the Department Manager of New Leaf Community Markets

Describe what your company does in a single sentence.

Natural & Organic Food Grocery Store

OPPORTUNITY / CHALLENGE

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

• Data Transfer/Migration

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.

Strategy, Data Transfer, Email Setup and ongoing email production 

RESULTS & FEEDBACK

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

Great communication, solution orientated, met deadlines, smooth data migration

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

excellent communication, timely response, took the project seriously and it showed. 

What was your primary form of communication with Scalero?

Virtual Meeting

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

How thorough, organized, and thoughtful their team is. They were incredibly solution-oriented and always approached challenges with clarity and creativity. Their timeliness and attention to detail make every project run smoothly—and they make the whole process fun, too!

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

none

BACKGROUND

Please describe your company and position.

I am the VP of Marketing of Yardzen

Describe what your company does in a single sentence.

Yardzen is the leading landscape design platform.

OPPORTUNITY / CHALLENGE

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

• Email and SMS management: ideation and execution

SOLUTION

How did you find Scalero?

Referral

Why did you select Scalero over others?

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.

Scalero is a fantastic partner in managing our Lifecycle program. They manage all of the communications for our large list of leads (over 300k), clients, and B2B partners. Their work includes: 

Calendar management 

Copy, design, and email build 

Performance tracking 

Lifecycle strategy 

RESULTS & FEEDBACK

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

Our ongoing measurement of success is the management and execution of our email program. 

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

Our project manager, Madison, is fantastic, as is the whole team. They keep us organized (important as a very small in-house team) and hitting all of our deadlines. They are truly an extension of our team.

What was your primary form of communication with Scalero?

Virtual Meeting

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

The people are fantastic! Smart, strategic, highly organized, and communicative. They take initiative and work with stakeholders across our company.

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

Nope!

BACKGROUND

Please describe your company and position.

I am the Retention Marketing Manager of the company.

Describe what your company does in a single sentence.

CPG manufacturing

OPPORTUNITY / CHALLENGE

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

• Lifecycle marketing strategy
• Email coding
• Content creation (ads, emails, SMS, site creative, etc.)

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?

6-10 Employees

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

Scalero offers strategy and hands-on-keyboard support for all lifecycle marketing in a variety of channels (email, SMS, loyalty referral, site) through content creation, strategy ideation, data structure, analytics, and project management.

RESULTS & FEEDBACK

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

• Revenue
• Sessions (site)
• Opens (email)
• Clicks (email, SMS)
• Quantity of content
• Adherence to brand standards
• Expertise in data, platforms
• Data migration

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

Highly attentive project management supported by weekly virtual meetings, asynchronous access, and easy-to-use and customize project management tools. Responsive to priorities, and align deadlines accordingly.

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?

Highly flexible team, consistent team members, they provide excellent software to support the work, highly collaborative, adding increasing amounts of value to the relationship over time; excellent value.

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

No improvements needed.

BACKGROUND

Please describe your company and position.

I am the VP, Lifecycle Marketing of Mighty Networks

Describe what your company does in a single sentence.

Community platform software

OPPORTUNITY / CHALLENGE

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

• Email strategy
• Email production
• Email analysis

SOLUTION

How did you find Scalero?

Cold Email

Why did you select Scalero over others?

• Great culture fit
• Good value for cost
• Company values aligned
• Other

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 helped us revamp our email marketing from top to tail. They rebuilt our strategy, processes, and documentation. They helped us migrate from Braze to Hubspot. 

RESULTS & FEEDBACK

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

• A new email system and processes.
• Doubled volume of emails we sent.
• Reduced the number of unsubscribes. 

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

VERY responsive and incredibley fast. We integrated them into our Slack and they are basically a part of the team. 

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?

How responsive and easy they are to work with. They are extremely quick. 

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

No, we're really happy with them

BACKGROUND

Please describe your company and position.

 I am the Senior Merchandiser and Marketing Manager of a food & beverage company 

Describe what your company does in a single sentence.

We sell online groceries and service the Bay Area and Los Angeles

OPPORTUNITY / CHALLENGE

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

• Email Strategy and Segmentation
• Email Builds/Coding
• Email Templates

SOLUTION

How did you find Scalero?

Unknown. Was hired when I got here

Why did you select Scalero over others?

• 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.

This is an ongoing partnership and Scalero has provided us email segmentation and strategy as well as helping us code and schedule and build our emails and help us read results on the emails

RESULTS & FEEDBACK

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

Click to Open rate increased Revenue from Emails increased Conversion Rate increased

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

Morganne and Julio are very thorough and take feedback very well. They're timely and always deliver work on time. They are very communicative and we always know where we stand with them on projects and deliverables.

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?

Morganne and Julio are always so quick to respond and deliver results. They always make time to meet with us with any questions that we have.

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

There's nothing they need to improve on.

BACKGROUND

Please describe your company and position.

I am an executive of FORM

Describe what your company does in a single sentence.

FORM provides medical weight loss services via Telehealth.

OPPORTUNITY / CHALLENGE

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

• Redesign trigger email flows to increase CTR
• Design email newsletters to improve branding and CTR

SOLUTION

How did you find Scalero?

Referral

Why did you select Scalero over others?

• Pricing fit our budget
• 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.

Scalero provides both design and coding for promotional emails. They were able to improve the look and feel of our campaigns while increasing CTR on emails. Our first project were 6 trigger emails, all part of the same campaign. They also helped build one off promotional emails, from design to code and loading into our ESP. They are familiar with our ESP which is so helpful, as they were able to build out re-usable content blocks for our internal team to use.

RESULTS & FEEDBACK

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

We were able to increase our click through rates on emails. While not measurable, we also felt the emails better reflected our evolving brand look and feel.

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

Scalero is very responsive, available via Slack when necessary. They deliver projects within the specified timeframe.

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?

Great communication, even though we are in different timezones. Good design and code work, at a very reasonable cost.

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

none

BACKGROUND

Please describe your company and position.

I am the Marketing Associate of a food & beverages company

Describe what your company does in a single sentence.

Wine subscription company.

OPPORTUNITY / CHALLENGE

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

• Email personalization
• Email design coding

SOLUTION

How did you find Scalero?

• Referral
• Other

Why did you select Scalero over others?

• 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.

• Worked on the email migration from Klaviyo to Braze 
• Worked on implementing product blocks, email designs, email templates

RESULTS & FEEDBACK

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

• Email success 
• Optimization for the marketing team

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

Scalero's project management is excellent. The team communicates effectively and always delivers on time.

What was your primary form of communication with Scalero?

Email or Messaging App

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

Scalero is very flexible with the services they provide. They often come to us with suggestions too!

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

None