How We Built a $1M+ Email & SMS Engine for Avantera
Email & SMS Marketing
Table of contents
Avantera Was Growing Fast. But So Were the Demands on Their Inbox
Avantera Health is a premium wellness brand built around a simple promise: better mental clarity, sharper focus, and long-term cognitive health, backed by science.
As the brand scaled, so did the demands on its marketing operations. Their internal team had to keep up with a much higher frequency of email and SMS campaigns. Every product drop, every promotion, every customer journey needed flawless execution, without compromising brand quality.
But there was no room to expand the team.
They needed an execution partner they could trust.
That’s where we came in.
The Execution Problem Hidden Behind a Strategic Growth Plan
By early 2024, Avantera’s internal marketing team knew they needed help, not with strategy, but with doing the work that brought the strategy to life. The challenges were specific:
They needed to offload all execution for email and SMS, from copy and design to development and setup inside Klaviyo. They needed to move fast; especially when product launches and promotions shifted on short notice.
At the same time, brand consistency couldn’t be compromised.
They weren’t looking for a creative overhaul or strategic reinvention. They were looking for a partner that could support rapid growth without requiring them to expand their internal resources.
Someone who could keep execution tight while letting their team stay focused on direction.
Why Avantera Chose Optimite
Optimite came recommended through a trusted referral. What made the decision easy was a mix of budget-fit, execution capability, and process clarity.
We brought:
A clear value-for-cost proposition
Demonstrated ability to manage complex email and SMS execution at scale
A delivery framework with reliable 48-hour turnarounds
The ability to own end-to-end delivery, from brief to Klaviyo-ready assets
What Execution Looked Like, Week to Week
Once onboarding was complete, we took full ownership of Avantera’s email and SMS production; while keeping their internal team looped in only at strategic checkpoints.
Campaign Execution
Every month, we produced 10–12 campaigns covering:
Product launches
Promotions
Educational content
Each campaign included copywriting, Figma design, full Klaviyo build, and QA.
Lifecycle Flow Ownership
We built and maintained all major lifecycle flows:
Replenishment
Renewals
Post-purchase journeys
Cart and checkout abandonment
Educational drip series
Everything was handled end-to-end: from concept and structure to setup in Klaviyo, complete with logic and automation.
Continuous Testing
Over 50 A/B tests were launched across campaigns and flows to refine performance and optimize outcomes.
Workflow Strategy
Execution flowed through a tightly managed system:
All briefs came in via ClickUp, with clear instructions and timelines
48-hour delivery was the standard for most requests
Revisions were unlimited, though rarely required
Final outputs were delivered directly into Klaviyo, ready to go
We also offered light-touch strategic support, recommending design structures, A/B test ideas, and insights based on performance data, without interfering in Avantera’s strategic roadmap.
The Outcome: Scaled Growth Without Scaling the Team
Quantitative Results
$1M+ in revenue generated from email and SMS
100%+ increase in total send volume
50+ A/B tests launched and analyzed
Qualitative Impact
Deliverables consistently shipped on time, or earlier
Dedicated account manager ensured smooth coordination
A seamless experience: the client focused on strategy and approvals only
All work was centralized inside ClickUp, with progress visible at every stage. Feedback was shared through async communication and occasional virtual meetings.
We remained open to special projects, short-term pivots, and one-off builds; without breaking flow.
The Value Delivered: Focus, Consistency, and Breathing Room
With our team handling everything from copy and design to Klaviyo automation, Avantera’s marketers could finally refocus on what they did best, steering growth.
Brand consistency wasn’t a worry anymore. Every campaign looked and sounded like Avantera.
Every lifecycle flow was built with care, matching their tone, design, and user journey philosophy.
What made the difference wasn’t just the quality.
It was the confidence that things would be done right, fast, and without hand-holding.
They didn’t have to expand their team.
They didn’t have to slow down.
They just had to send a brief; and move on.
Optimite became the extension of their marketing function that delivered exactly what they needed: A fast, reliable, and deeply embedded production engine that scaled alongside them.
Client Feedback: What Stood Out and What’s Next
What stood out to Avantera was simple:
They finally had a partner who didn’t just “get it done”; we got it right.
They could trust us to own the process. And that trust paid off.
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 the client's 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."
Zack P
Head of Growth @ Avantera Health
Now looking ahead, their focus has shifted to insights: More data-backed recommendations. More performance feedback without prompting. More ideas; not just execution.
We’re already adjusting our system to meet that need; building more proactive reviews, tighter performance loops, and optimization opportunities that feed back into their strategy before they ask for it.
Because retention marketing isn’t static. It’s alive. And we’re here to keep evolving with it.
Where We Go From Here
The partnership continues.
Optimite still manages Avantera’s full email and SMS execution; from campaigns and flows to testing and automation. We’ve created a delivery system that doesn’t just keep up with growth, it enables it.
As new products launch, as retention strategy evolves, and as the brand scales even further, our job remains the same:
Deliver on time.
Protect the brand.
Find ways to get better, every day.
We’re proud to be more than just a vendor.
We’re the execution partner helping them build retention momentum; every single week.
Let’s Build Your Retention Engine
If you’re managing too much in-house, your email marketing is stuck in backlog, or your team is stretched thin trying to grow and execute at the same time; you don’t need another tool.
You need a system.
That’s what we built for Avantera;
A fully managed email and SMS execution engine that generated $1 million+ in revenue while their team focused on growth.
We can do the same for you.
Let’s talk today!
