30 MIN STRATEGY CALL
30 minutes to see if we're a fit.
A real conversation, not a sales script. We'll walk you through what we do, how our retention engagements actually work, and who we typically work with. You'll leave the call with a clear sense of whether it makes sense to keep talking. Either way, no pitch deck, no pressure.
- What we do: Our full retention scope: lifecycle flows, list growth, loyalty, subscription, segmentation, deliverability. End to end, not pieces.
- How we work: Senior strategist on every account, dedicated team behind them, weekly syncs, one Slack channel. Six years of vertical specialization.
- Who we work with: DTC and ecommerce brands $1M to $30M. Deep depth in wellness, beauty, CBD, fashion, food and beverage, and home.
Pick a time that works for you. We'll come ready to listen.
Trusted by 500+ teams globally
Strategy call
30 minutes · Free
Is this the right call for you?
We're selective about who we sit down with so the 30 minutes are actually useful.
Who this call is for
- You are an ecommerce or DTC brand doing at least $50K/month in revenue
- You are on Klaviyo (or planning to migrate) and want to scale retention seriously
- You have an internal team or agency but feel email and SMS could be performing better
- You want to understand how a senior team with deep vertical experience would approach your retention
- You are open to exploring an external team that runs retention top to bottom
Looking for something else?
- Your brand has not launched yet and you need help building from scratch
- You are looking for a generalist marketing agency (paid ads, social, SEO, etc.)
- You want a single template or design project, not ongoing retention strategy
- You just want pricing without a conversation about your business
Global Fall Awards 2025 Winner
Avg rating 5.0 on Clutch by trusted global DTC brands
Official Klaviyo Master Platinum Partner
Forbes India · DGEMS 2025 The Select 200
Best Email Marketing Agency 2025
The quality and timeliness of deliverables are most impressive.
“Optimite has generated over $1 million in email/SMS revenue, launched over 50 A/B tests, and doubled email/SMS sends. The team has always been on time with deliverables and has used ClickUp to organize tasks. The team's quality work and strong account manager have stood out.”
Read full review on ClutchQuestions about the call
Everything you need to know before booking your strategy call.
Yes, free. No catch. It's a 30-minute strategy call to walk you through what we do, how our retention engagements work, and who we typically partner with. We don't pitch from a deck or push you toward a contract. We'd rather have an honest conversation and let you decide whether the work makes sense for your business.
A senior strategist from our team. Not a junior account manager. Not a sales rep with no technical background. The person on the call has shipped retention work for ecommerce brands and knows Klaviyo inside out. If you're a wellness brand, you'll talk to someone who knows wellness retention. Same for beauty, CBD, fashion, F&B, and home.
Nothing required. If you want the 30 minutes to be more useful, jot down a couple of lines on your current retention setup, your goals for the next 6 to 12 months, and anything that's been bothering you about email or SMS. We'll come ready with the right questions either way.
Tiered monthly retainers based on your brand size, vertical, and scope. We share specific pricing during or after the call once we understand your business. We don't list pricing publicly because the right tier depends on what you actually need, not a generic package.
Book the call anyway. The point isn't to close you. It's to help you understand whether retention is something we should keep talking about. Plenty of brands we speak with come back six or twelve months later when the timing is right. No pressure either way.
Once the agreement is signed, onboarding starts within 24 hours. First quick wins ship within 30 days. Full retention system in place within 60 days. We move fast.
Yes. Restricted categories are one of our deepest specialties. We have separate sending infrastructure for CBD and other restricted verticals. Six years of compliance experience.
You get an instant Calendly confirmation with the meeting link and time. We send a brief intake form so we can prepare for your specific business. Day of the call, we show up on time, listen, walk you through how we work, and answer your questions. If there's mutual interest, we follow up with next steps. If not, we part ways cleanly. No surprise pitches, no spam.