CRM360 Agency

BACKGROUND

Please describe your company and position.

I am the COO of Intelligent Labs

Describe what your company does in a single sentence.

E-commerce business selling health supplements.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM360 Agency to accomplish?

• Email & SMS campaign management / Migration from Mailchimp to Klaviyo

SOLUTION

How did you find CRM360 Agency?

Referral

Why did you select CRM360 Agency over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from CRM360 Agency were assigned to this project?

2-5 Employees

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

Manage and build the overall email marketing strategy while being aligned with the business goals and deliverables. Migrate from Mailchimp to Klaviyo.
Design and implement direct email marketing campaigns.
Create various email lists and campaigns and identify target audience and grow our email list.
Upgrade our email templates using graphics, personalization and advanced features.
Setup and manage email flows based on customer journey specifications.
Segment lists based on behaviors like past email engagement and website interactions.
Analyze campaign performance and suggest improvements.
Report on sales revenue generated from email marketing efforts
Develop documentation and road maps for processes, A/B tests, and promotions that succeed through email.

RESULTS & FEEDBACK

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

Increase email revenue attribution to 35%+

Sucessful migration from Mailchimp to Klaviyo.

Implementaion of all customer flows resulting in improvement in product subscription rates and improvement in overall database engagement.

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

It has been a very positive experience working with the team at CRM360...from delivering on time to proactive communication and relevant guidance into our email marketing activity , it has been a very successful collaboration and we attribute part of our growth to the work they have done for us. 

What was your primary form of communication with CRM360 Agency?

• Virtual Meeting
• Email or Messaging App

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

CRM360 Agency actively listened to what we needed and transformed those needs into realistic actions and deliverables. It has been a great partnership where we felt we were focusing on the same goals.

Are there any areas for improvement or something CRM360 Agency could have done differently?

Not that I can think of 

BACKGROUND

Introduce your business and what you do there.

Wild Wood designs and markets heirloom-quality wooden chopping boards for home chefs. Our chopping boards are made from acacia heartwood and are stylish, durable, and beautiful. They are environmentally friendly and designed to last a lifetime.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CRM360 Agency?

We needed help setting up email flows in Klaviyo to ensure we covered all the classic follow-up messages to customers or potential customers visiting our website. It was important to have someone experienced and knowledgeable to work with us in setting up the correct email flows. We did not want to miss any opportunities and wanted to cover all possible avenues of follow-up without upsetting customers and in a way that ensured our brand was still respected.

SOLUTION

What was the scope of their involvement?

CRM360 Agency set up 10 email flows in Klaviyo, complete with images, copy, and layout. Once those were approved, they implemented the flows and ensured they were working satisfactorily. This had to be completed inside a 3–4-week time parameter.

What is the team composition?

We worked with one teammate from CRM360 Agency.

How did you come to work with CRM360 Agency?

We found CRM360 Agency through an online search. It was clear that Tim was highly experienced with Klaviyo and could cover all the tasks we required to be done in a reasonable time period.

What is the status of this engagement?

We worked with CRM360 Agency from May 2025–June 2025. The project has been completed, but there are other opportunities for us to work together.

RESULTS & FEEDBACK

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

The email flows were set up and running and achieved good scores in the analysis. The email flows looked good and were set up properly, so we had complete confidence they would work well. We were looking for increased sales, returning customers, and increased reviews.

How did CRM360 Agency perform from a project management standpoint?

CRM360 Agency was excellent. They responded well and were prompt and efficient. Additionally, they provided good advice and were prepared to invest in our brand. All communication was done via Zoom at a time that worked for both parties.

What did you find most impressive about them?

CRM360 Agency was timely, efficient, knowledgeable, and prepared to give sage advice. There were no challenges. Tim was excellent to work with.

Are there any areas they could improve?

There’s nothing we can come up with.