iExcel
What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Accepting Q3 projects

Resilient Commerce Marketing Automation built for retention.

We design, integrate, and deploy custom lifecycle messaging systems that connect your store, CRM, and messaging platforms to drive repeat purchases without spamming your list.

  • ✓Technical data sync & integration We audit and connect your store, CRM, and ESP to eliminate sync lag and tracking pixel errors.
  • ✓Custom flow logic & wireframes Detailed diagrams and copy wireframes for core automated sequences across email, SMS, and push.
  • ✓RFM segmentation & reporting Group customers by recency, frequency, and monetary value with clear revenue attribution dashboards.
ScopeFull-stack setup
DeliveryAsync + Slack
Book your kickoff
30 minutes with a senior operator
Free
“Automation isn't about sending more messages. It's about sending the right message when a customer's behavior signals they are ready to buy.”
8
Core deliverables

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A fully integrated commerce data stack

We connect your e-commerce platform, CRM, and messaging tools. Your customer behavioral data, product catalogs, and custom events sync in real time without lag or duplicate tracking.

zero-lag integration sync map
Outcome 2

Behavioral flows that convert

No generic blasts. We build targeted automated sequences—including welcome, cart abandonment, post-purchase, and win-back flows—using precise delay logic and conditional branches.

custom flow logic blueprints
Outcome 3

Segmented targeting based on real value

We configure RFM segmentation schemas directly in your platform. You can target high-value repeat buyers differently than one-time discount seekers, protecting your margins.

rfm segmentation configured

Our seven-step deployment.

We don't rely on quick hacks. We build custom retention infrastructure through a structured, phase-by-phase process.

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Phase 1

Discovery & tech stack analysis

We audit your existing e-commerce store, CRM, and ESP. We locate data sync lag, tracking pixel errors, and broken integrations before writing any copy or code.

Data stack auditPurchase habit analysisSync lag detectionTechnical bottleneck review
2
Phase 2

Strategic journey planning

We map out the entire customer lifecycle from first visit to post-purchase, defining key behavioral touchpoints and aligning on automation triggers.

Customer lifecycle mapPersona definitionTrigger action mappingChannel selection strategy
3
Phase 3

Technical architecture & sync setup

We configure APIs, install tracking pixels, set up custom data objects, and deeply integrate your store with your marketing automation platform.

API configurationPixel installationCustom data objectsIntegration sync mapping
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Phase 4

Flow configuration & content development

We build out the complex routing logic, timing rules, and conditional branches inside your software, alongside copywriting and design wireframes.

Flow logic blueprintsCopywriting & wireframesDynamic product feedsConditional routing setup
5
Phase 5

QA & live data verification

We test automated pathways across devices, validating that trigger data, personalization tags, and dynamic fields render accurately under strict governance.

Pathway testingPersonalization QADevice rendering checksGovernance guardrails
6
Phase 6

Team training & playbook handoff

We hand over customized SOPs and documentation, training your internal team to confidently monitor, manage, and run the system post-launch.

Customized SOPsSystem documentationInternal team trainingManagement playbooks
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Phase 7

Optimization & A/B testing

We monitor live flow performance, run continuous split-tests on subject lines and send times, and refine RFM schemas to maximize ongoing conversions.

Live flow monitoringSubject line split-testsSend time optimizationRFM schema refinement

Built for resilience.

8
Custom deliverables
From sync maps to wireframes
100%
Senior delivery
No junior account managers
7-phase
Structured process
From discovery to optimization
Multi-channel
Orchestration
Email, SMS, WhatsApp, and push

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

Standard email marketing relies on manual, one-to-many campaigns sent to your entire list at a scheduled time. Commerce marketing automation uses real-time behavioral data from your e-commerce store to trigger personalized messages to individual customers based on their actions—such as abandoning a cart, viewing a specific product category, or reaching a high-value purchase threshold.

Build your retention infrastructure.

Stop sending generic blasts. Let a senior operator build a resilient, data-driven marketing automation system for your store.

Book your kickoff →
Book the 15-min sanity check.