Segmentation Strategy & Setup
Send the right message to the right person, every time
- Full segmentation strategy for your store
- 8–12 core segments built in your ESP
- Engagement tiers, purchase behavior, VIP
- Segment maintenance playbook
- Delivery
- 5–7 business days
Sent to our team with your order — we confirm everything on your kickoff call before we build.
No sales call required to buy.
Prefer to talk first? Book a free call
What happens after you order
No mystery, no chasing. Here is exactly how it goes from order to live.
- 1
Place your order online
Buy directly from this page — no sales call, no back-and-forth quoting.
- 2
We email you within 4 working hours
You get a confirmation from our team with next steps and a short intake form.
- 3
You share access & assets
Send over the account access and brand assets listed below so we can start immediately.
See exactly what we need ↓ - 4
We build it
Strategy, copy, design, and build — typically delivered in 5–7 business days.
- 5
Review, activation & handoff
You review everything before it goes live. We activate it and hand over documentation.
Want to talk it through first? Book a free kickoff call — or tick the box at checkout and we'll send you the link.
What It Is
Sending the same campaign to your entire list regardless of engagement or purchase history is one of the fastest ways to hurt both deliverability and revenue. Highly engaged buyers and cold, unengaged addresses need completely different treatment.
We build the 8–12 core segments every e-commerce brand needs: engagement tiers, purchase behavior groups, and VIP or high-value customer segments, all built directly in your ESP. This isn't a generic template — it's based on a segmentation strategy document scoped to how your list actually behaves.
You get full documentation of every segment's logic and a maintenance guide, so your team can keep the structure current long after the initial build.
Who It's For
- You're sending the same campaign to your entire list regardless of engagement or purchase history
- You don't have VIP, engagement-tier, or purchase-behavior segments built yet
- Your open or click rates are dropping and you suspect it's from blasting unengaged subscribers
- You want a documented segmentation strategy your team can maintain after we hand it off
Probably not for you if
- You need ongoing campaign strategy and send management, not a one-time build — that's a managed engagement, not this setup
- You just need a signup form with basic list tagging — see Popup & Sign-up Form Setup instead
- Your store isn't connected to your ESP yet, so purchase data isn't flowing in — see E-Commerce Store Integration first
What's Included
Need this scoped differently?
You're not locked into the scope above. Add your changes in the box when you order, or talk it through on your free kickoff call — we confirm everything before we build.
Book a free call to discuss changesHow It Works
Data review and strategy
We review your current list, purchase data, and engagement history, then document a segmentation strategy tailored to your brand.
Core segment build
We build 8–12 segments in your ESP, covering engagement tiers and purchase behavior.
VIP and high-value segments
We build dedicated VIP and high-value customer segments so your best customers can be treated differently in campaigns and flows.
Documentation and handoff
You receive segment documentation and a maintenance guide. The full build is delivered in 5–7 business days.
Typical delivery: 5–7 business days
What We Need From You to Get Started
Have these ready and we can kick off immediately — no back-and-forth delays.
- Admin access to your email platform account
- Confirmation that your store is already connected to your ESP (see E-Commerce Store Integration if not)
- Any existing segments you want preserved, replaced, or renamed
- Your definition of "VIP" or high-value customer, or approval to let us recommend one based on your data
- A point of contact to approve the segmentation strategy document
Frequently Asked Questions
We work with you to decide — existing segments that are working well can be kept, and we build the 8–12 core segments around or on top of them. Nothing is deleted without your sign-off.
We're Klaviyo-focused but build segmentation in any major ESP that supports conditional segments, including Mailchimp and Omnisend. Mention your platform when you buy.
Buy online via the checkout button on this page, or if you'd rather talk first, book a free audit and we'll set it up together.
You'll get an intake form covering your current segments (if any), your VIP definition, and ESP access. The 5–7 business day build starts once we have that.
A reasonable round of revisions is included after we share the segmentation strategy document, before final build — this isn't an unlimited-revision engagement.
Prefer an ongoing, fully managed engagement instead of a one-off build?
See our managed serviceNot sure yet? Talk to a human first.
You don't have to buy blind. Book a free 30-minute call and we'll tell you honestly whether Segmentation Strategy & Setup is the right move for your store — or point you at something better.
Prefer email? [email protected] — we read every reply.
Ready to Get Segmentation Strategy & Setup Live?
No sales call required — buy online or get a free audit first.