The retention partner agencies trust to deliver behind the scenes.
Six years. 500+ brands shipped. Klaviyo Master Platinum Partner. We work with creative agencies, digital marketing agencies, and brand consultancies that need a reliable retention execution partner. White-label retainers or one-time project work, both available.
Two ways we work with agencies.
Pick the engagement that fits your agency, your client commitments, and your team capacity.
Recurring retention work, delivered behind your brand.
We become your retention team. Your clients see your brand. We handle the execution: strategy, design, copy, builds, QA, sends, reporting. Monthly retainer. Long-term partnership. Built for agencies who want to offer retention services without growing internal headcount.
- ✓White-label retention strategy and execution
- ✓White-label email and SMS campaign work
- ✓White-label email design and development
- ✓White-label lifecycle and Klaviyo work
- ✓100% behind your brand. Your clients never see Optimite.
Monthly retainer. Minimum 3-month commitment.
Book a white-label partnership callOne-time engagements for specific needs.
Sometimes you do not need a full retainer. You need a specific job done well. Klaviyo migrations, account audits, team training, process builds, deliverability fixes. We take on focused project engagements with clear scope, fixed timeline, and fixed pricing.
- ✓Klaviyo migrations and platform switches
- ✓Klaviyo audits and deliverability fixes
- ✓Team training and custom courses
- ✓Retention process and SOP builds
- ✓One-off campaign or flow builds
Fixed scope. Fixed timeline. Fixed price.
Book a project callWhat we deliver under your brand.
Three white-label retainer options. Mix and match based on what your clients need.
Full Retention Program
The complete retention system for your clients, delivered as your brand. Email, SMS, lifecycle, list growth, loyalty, subscription save. We handle every channel as one connected program. You handle the client relationship.
What's included
- ✓Strategy and roadmap
- ✓All 6 retention channels
- ✓Weekly campaigns and lifecycle work
- ✓Monthly performance reports
- ✓Dedicated account team
Email Marketing Only
Email-only retainer for agencies whose clients only need email work. Strategy, copy, design, builds, QA, sends. Campaigns and lifecycle flows. Tuned to vertical specifics if needed.
What's included
- ✓Email strategy and calendar
- ✓Copy and design
- ✓Klaviyo (or other ESP) builds
- ✓A/B testing and reporting
- ✓Compliance review for restricted categories
Email Design and Development Only
Pure execution retainer. You bring the strategy and copy. We deliver the design and code. Brand-grade email design. Cross-client compatible HTML. Fast turnarounds.
What's included
- ✓Email design in Figma or your tool
- ✓HTML coded in any ESP
- ✓24 to 48 hour turnaround
- ✓Unlimited revisions
- ✓Cross-client compatible
One-time engagements we take on.
Fixed scope. Fixed timeline. Fixed price. No surprises.
Klaviyo Migrations
Move your client from Mailchimp, Omnisend, Drip, Shopify Email, or any other ESP to Klaviyo. We handle template rebuilds, list migration with deliverability protection, flow recreation, segment recreation, and integration setup. Zero downtime. Most migrations complete within 30 days.
Klaviyo Audits and Deliverability Fixes
Deep audit of your client's Klaviyo account. We map every flow, segment, integration, and deliverability metric. Identify what is broken, what is underperforming, and what is leaving revenue on the table. Deliver a written audit with prioritized fixes.
Team Training and Custom Courses
Train your agency team on retention marketing best practices, Klaviyo specifically, vertical-specific compliance, or any retention topic. Custom courses built around your team's skill gaps. Live workshops, recorded sessions, or written playbooks.
Retention Process and SOP Builds
Build the operational backbone for retention work inside your agency. SOPs, workflows, ClickUp or Asana templates, QA checklists, briefing templates, reporting templates. Everything your team needs to ship retention work consistently.
How we work with agency partners.
The principles that have kept agency partnerships running for years.
100% White-Label
Your clients never see Optimite. Email signatures, templates, ClickUp workspaces, Slack channels, deliverables. All branded as your agency.
Direct Slack and ClickUp Access
Your team works directly inside our shared Slack channel and ClickUp workspace. No layers, no account managers translating, no email chains.
24 to 48 Hour Turnaround
Most work ships within 48 hours. Your client deadlines are our deadlines. No surprises, no delays, no excuses.
Clear Pricing, No Surprises
Fixed retainer or fixed project price. No hourly billing. No scope creep invoices. You always know what the engagement costs.
Why agencies pick Optimite as their retention partner.
Six years of agency partnerships
We have worked with creative agencies, digital marketing agencies, and brand consultancies for six years. We know how agencies operate, what they need from a partner, and what kills partnerships. We avoid the kill-switches.
Klaviyo Master Platinum Partner
The highest tier in Klaviyo's partner program. Direct access to Klaviyo product, support, and beta features. Your clients get the most advanced platform expertise available, delivered under your brand.
Built for white-label from day one
White-label is not a side service for us. Our entire delivery process is built to be 100% behind your brand. ClickUp workspaces, Slack channels, email signatures, deliverables. All white-label by default.
The numbers behind our agency partnerships.
50+
Agency partners served
500+
Brands shipped retention work for
6 years
Of agency partnership experience
24-48 hr
Turnaround on most work
“Optimite has been our retention execution partner for over two years. The quality of work, the turnaround speed, and the white-label reliability are exactly what our agency needed. Our clients see our brand, and the work speaks for itself.”
Agency partner testimonial (placeholder)
5.0 stars on ClutchQuestions agencies ask before they partner with us.
The honest answers, not the marketing answers.
100% white-label. Your clients never see the Optimite name. Email signatures, templates, ClickUp workspaces, Slack channels, deliverables, reports. All branded as your agency. We have been doing this for six years across 50+ agency partners.
3 months minimum. Most agency partnerships run for 12+ months because the rhythm needs time to compound. The 3-month minimum protects both sides from a partnership that does not gel.
Direct Slack channel for daily work and direct ClickUp workspace for tasks, briefs, and reviews. Your team works inside our shared spaces. No account manager layers translating between us.
Most work ships within 48 hours. Urgent work can ship faster. We have built our process around agency client deadlines, not around our own internal calendar. Your urgency is our urgency.
Yes. Many of our agency partnerships are hybrid: their internal team handles strategy or copy, we handle design and development, or vice versa. We slot into whatever piece of the workflow makes sense for your team.
Fixed monthly retainers based on scope and volume. We do not charge hourly. You always know what the engagement costs each month. Pricing varies based on which services are included (retention, email-only, design-only) and how many client accounts.
Yes. Restricted categories are one of our deepest specialties. If your agency has clients in CBD, hemp, supplements, or other restricted verticals, we have separate sending infrastructure and six years of compliance experience to handle them safely.
Retainers are ongoing partnerships with monthly volume, dedicated team, and continuous client work. Project work is one-time engagements with fixed scope, fixed timeline, and fixed price. Most agencies start with a project (like a Klaviyo migration) and move into a retainer after they see the work quality.
Let's talk about how Optimite can power your agency.
Whether you need a white-label retention partner for ongoing work or a project team for a specific job, we would love to hear about your client and your scope.
Trusted by 50+ agency partners. Klaviyo Master Platinum Partner. Six years of white-label work.