Agency Services
Email Marketing for Professional Services
Build relationships, nurture leads, and stay top of mind
Why email marketing programs underperform
Your CRM is a nightmare.
Missing contacts, bad segmentation, no update compliance—most firms can’t trust the data they’re working with. You feel stuck sending broad emails that apply to everyone.
Everyone wants to own the inbox.
In a matrixed organization, practices compete for the same contacts. But without a prioritization strategy, the result is either overlap, conflict, or silence.
You're stuck between where you are and where you should be.
You know hyper-personalized, insight-driven outreach is possible, but your current tech, processes, or data hygiene won’t get you there.
Our Capabilities
How We Help
We design email strategies that work with what you’ve got and show you how to scale from there. Our approach blends practical fixes with AI-enabled acceleration.
List Management & Segmentation
We help clean, structure, and segment your email lists to ensure the right message hits the right inbox. Wherever possible, we enrich contact data with firmographics and behavior to improve targeting.
Email Prioritization Frameworks
Who gets emailed first, and why? We build decision frameworks that factor in account stage, relationship ownership, BD priority, and past engagement. Data-driven decision-making helps smooth over internal turf wars.
Personalization Maturity Mapping
We assess what personalization you can actually support today, then create a phased roadmap to help you level up. We identify the specific data, tools, and processes you need at each stage, and immediate wins you can deliver now.
Hyper-Personalized Campaign Design
Today, you segment by industry and title. Tomorrow, we’ll help you move beyond segment-based personalization to dynamic customization. By ingesting public and private data (like bios, deal history, account developments), we can write bespoke intros and CTAs in outbound or nurture emails.
AI-Assisted Content Creation
Relay, our email AI assistant, drafts multiple variants of emails tailored to your campaign goals, audience type, and content assets. Variants are run through synthetic A/B testing so you end up with the copy most likely to convert.
Email Diagnostics
Why didn’t that email series perform? We analyze all the inputs, from subject line structure to send time time to topic relevance. Then we give you explanations (not just “open rate low”) and clear fixes.
Frequently Asked Questions
How do I know this isn't just ChatGPT with extra steps?
Because it’s not. We don’t copy/paste from a chatbot. We build structured workflows, ingest your firm's voice, tone, and preferences, and use our own proprietary AI assistant for email. Every output is shaped by your data, your goals, and refined by humans who know your industry.
What happens when the AI messes up and sends something embarrassing?
It doesn’t. AI drafts never go live without human oversight. Every message goes through a review process—either by us or by your team. The workflow is designed for safety and quality, not speed at all costs.
Do you handle email design and layout?
Yes. We create email templates that match your brand guidelines and work across devices. Our designs are built for professional services—clean, readable, and focused on your content rather than flashy graphics that distract from your message.
Can you integrate with our email platform?
We’re platform-flexible, but there are some limitations on what we can do if we don’t have API access. If your platform doesn’t support that, we can still deliver export-ready content and guide your team on manual workflows.
What if we don’t have a marketing automation platform?
No problem. We can work with what you’ve got. For firms ready to level up, we’ll recommend the right platform for your needs, budget, and team capacity.
Can you run our newsletter program end-to-end?
Yes. We handle strategy, content, layout, scheduling, and performance reporting. You just review and approve.
Ready to make email work harder?
Let’s talk about how a strategic, AI-powered email program can help your firm stay top of mind and drive more business..