top of page
ChatGPT Image Nov 20, 2025, 02_33_51 PM_edited.jpg

Our Services

Retention marketing, done right.


Whether you need a fast expert gut check or a full-service retention partner, Castle & Rook works with ecommerce brands at every stage. Start with a one-off audit to see exactly where your program is leaking revenue, or bring us in as your ongoing retention team.

​

Explore what we do below.

Start Here:
Audit and Strategy Services

Not ready for a retainer? These fixed-scope engagements give you real answers and a clear path forward.

A quick intro call to talk through where your program stands, what's not working, and whether we're a good fit to work together. No deliverable, no pitch. Just a focused conversation to identify the right next step.

Free 15-Minute Consultation

Submit your questions in advance and receive a short pre-call questionnaire two days before the call. We prep, then spend 60 minutes auditing your program live with you and deliver a prioritized one-page action plan.

Diagnostic Call — $750

A complete async audit requiring access to your ESP, SMS platform, ecommerce platform, and site. Delivers full data analysis, platform setup recommendations, a site audit, and a written plan covering flows, segmentation, and your promotional calendar.

Full Lifecycle Audit — $2,500

Everything in the Full Lifecycle Audit plus a full 12-month promotional and content calendar, a structured A/B testing plan, and a complete trigger and flow roadmap. Delivered as one comprehensive strategic document.

Title: Strategic Audit + Roadmap — $5,000 - 7,500

Need a little more?

Contact us to walk through your needs and discuss how we can best support your growth.

Lifecycle Strategy and Retention Audit

We begin every project with a detailed audit of your retention program. This includes an in-depth analysis of your email flows, campaign performance, list health, segmentation, deliverability, and revenue attribution. Whether you're using Klaviyo, Braze, Iterable, or another platform, we provide a strategic roadmap that aligns with your business goals and sets a strong foundation for long-term growth.

Email Campaign Management and Execution

We handle your campaign calendar with a balance of strategy and efficiency. This includes campaign planning, copywriting, design, segmentation, A/B testing, and scheduling. Every campaign is mapped to product launches, seasonal sales, or evergreen content so your brand shows up consistently and drives action without adding stress to your team.

Performance Reporting and Optimization

We deliver monthly reports that go beyond vanity metrics. You’ll receive clear insights into campaign performance, flow revenue, open and click rates, unsubscribe trends, and deliverability health. We pair every report with analysis and next-step recommendations so your program can evolve, improve, and consistently hit your goals.

Lead Capture Strategy and List Growth

We build and optimize high-converting signup experiences to help you grow your list with the right people. From popups and landing pages to quizzes and gated offers, everything we create is designed to attract qualified leads and feed them into flows that are built for long-term conversion and retention.

Custom Lifecycle Builds and One-Off Projects

Some brands need flexibility, and we’re here for that too. We offer scoped lifecycle marketing projects such as one-time campaign strategy, loyalty program flows, abandoned cart overhauls, or quarterly audits. If you need a retention solution that doesn’t fit a standard package, we can build one that fits your goals.

High-Converting Flow Design and Automation

We design, build, and optimize automated email flows that improve retention and drive higher lifetime value. From welcome series to post-purchase education, cart recovery, winback, and replenishment flows, we tailor each experience to your brand, your product, and your customer. Every touchpoint is written, designed, and implemented with performance and personalization in mind.

Advanced Segmentation and Dynamic Targeting

We build advanced segmentation structures that allow you to send smarter, more effective messages. By analyzing behavior, purchase activity, and engagement levels, we create dynamic segments that power personalization across flows and campaigns. Your messages are delivered with purpose and clarity to the audiences most likely to convert.

​

SMS Marketing and Push Notification Integration

We manage SMS and app messaging as part of your larger retention ecosystem. From cart reminders to back-in-stock alerts, we create thoughtful campaigns and flows across SMS, push, and in-app channels. Deep links drive mobile engagement, and timing is coordinated with your email program for a consistent brand experience.

Shopify and Klaviyo-Optimized Builds

We provide technical support for brands using Shopify and Klaviyo, including theme optimization, conversion-focused popup builds, and list integration best practices. Whether you need a full ESP setup, a data cleanup, or improved event tracking, we help ensure your tools are connected and performing reliably.

Full-Service Setup and ESP Migrations

We handle complete setup and migration for email platforms. That includes DNS configuration, account warmup, list imports, template development, integration with ecommerce platforms, and end-to-end technical QA. Whether you're moving to a new tool or starting from scratch, we’ll get you running cleanly and confidently.

What Our Clients Say

Modern Staircase Design
The Tot logo

The Tot

"Castle & Rook led our ESP RFP and migration process end to end. They helped us choose the right platform, managed the transition cleanly, and ensured nothing broke along the way. It was one of the smoothest vendor decisions we’ve made."
bottom of page