An AI-native senior strategist for your whole book.
The ceiling at most email and SMS agencies isn't sales or design. It's senior strategist capacity.
Illustrative example · fictional brand
Your delivery works. Your margin is leaking.
The demand is there. The pricing power is not: clients expect cheaper work now that AI exists, and it is showing up in the numbers.
Here is the trap underneath those numbers. When AI makes your team faster and your pricing is still tied to hours, the savings flow to your client, not to you. That is not a mistake you made. It is the way the market is set up right now.
The thinking is the product.
The strategist's judgment is what a client actually pays for. The way to protect your margin is to make that judgment faster, not to replace it.
Human plus AI beats either one alone. Nothing replaces human creativity. And when AI makes you faster, you should capture that value instead of handing it back as a discount. We built EmailStrategist to be the senior strategist's leverage: it does the analysis and sizes every move in dollars, and a person on your team decides what ships.
Win business, say yes to it, and keep more of it.
Win new business
Run the audit on a prospect and show them the revenue hiding in their email program, quantified and ranked. Your pitch stops being a promise and becomes a number.
Say yes without hiring
Growth stalls where you can close faster than you can staff seniors. When the tool carries the analysis and the first drafts, you take on the next client without a hire you cannot afford at a 13 percent margin.
Keep more of the book
On the clients you already run, the same work takes fewer senior hours. That is margin you keep instead of a discount you give away, and it is the lever the hours-based model cannot pull.
The growth math only holds if scale does not eat your margin. Our argument is that the tool is what breaks that trade-off: you grow the book without adding the senior headcount that usually erodes it. The audit on your own account is how you test it.
It tells you what to send, not just how to write it.
It sits a layer above execution. Whatever your team uses to build and send, from Klaviyo's own tools to your own drafts, EmailStrategist is the one place that decides what is worth building, so it replaces the guesswork rather than adding another point tool to your stack.
A generic AI drafter
Writes an email when you prompt it. It does not tell you what to send, to whom, or what it is worth. The strategy is still on you.
EmailStrategist
Leads with the decision: a ranked, revenue-quantified plan for the account, grounded in that brand's own Klaviyo data. It audits, sizes each move, plans the calendar, writes the briefs, and stages the drafts, so your team reviews a finished plan instead of starting from a blank prompt.
Run it on your own branded workspace.
Run EmailStrategist on your own branded subdomain, with your logo and your name, so the workspace your clients see is yours. It fits around the process you already built: export wireframes to Figma, stage drafts in Klaviyo, and bring data in from Shopify, a CSV, or a legacy platform. We embed into your workflow. We do not ask you to rebuild it.
Illustrative example · your branding on one client account
Reporting that holds up when finance checks it.
Every platform grades its own attribution, and the defaults are generous. We report on the honest ruler by default and name it on every figure.
When an agency partner's analyst flagged that our twelve-month numbers differed slightly from another reporting tool, we reconciled every line to Klaviyo's own API and showed exactly which attribution window caused the gap. The data held. That is the standard we hand you to put in front of a client.
An agency running eight client brands, daily.
Across our design, content, and analytics teams, EmailStrategist surfaces insights our people can act on. It brought revenue metrics into a template redesign, ranking product block designs by revenue, and forecast the upside of alternate campaign plans. This is data-informed decision-making. We can't all hire David Refaeli-Berman, the app's founder, but we can tap his expertise in the app to get better results for clients.
Patrick Pitman, Founder & CEO, eBusinessPros
Is it safe to connect Klaviyo?
- Read-only. It can read your campaign and flow performance. It cannot send, edit, or delete anything in your account.
- No customer data stored. It works from your metrics, not your subscriber list. Names, emails, and phone numbers are never stored.
- Nothing ships without you. Built emails land as drafts for your review; nothing is pushed to Klaviyo on its own. Reading and staging are separate permissions: the audit runs on read-only access, and drafts are staged only if you later grant write access, which still cannot send.
- Built by an operator. David Refaeli-Berman ran enterprise email at Chewy, Amazon, Overstock, and Bed Bath & Beyond.
Questions agencies ask
Does this replace my strategists?
No. It does the analysis your senior strategist rarely has time for, then hands them a ranked plan with the revenue at stake on each move. Your strategist still owns the client, the calls, and the final say, and nothing is pushed to a client's Klaviyo without a person approving it. The goal is to give your best people more room to think, not to take the keyboard away.
Why not just use Klaviyo's Composer?
Composer builds the campaign you ask it for, and it does that well. The harder question is which campaigns are worth asking for. EmailStrategist sits a layer above execution: it reads each client's own Klaviyo performance and tells you which moves are worth the most before anything gets built. The two fit together. Use EmailStrategist to decide what to send, then build it however you already do.
We're already overwhelmed with tools on our Klaviyo stack. Why add another?
Fair concern, and a common one right now. EmailStrategist is not another point tool to babysit. It reads the Klaviyo data you already have, ranks the highest-value moves by revenue, and stages the work, so it takes the place of the guesswork and the scattered planning spreadsheets rather than piling on. And because every move it surfaces comes with a dollar figure, it is the one addition to the stack you can defend to a client on the numbers.
My clients could buy an AI tool themselves. What do we bring?
They can buy a generator. They cannot buy your judgment, your relationship, or a decision layer grounded in their own numbers. EmailStrategist makes your thinking faster and easier to defend with the numbers behind it; it does not put that thinking on a shelf for a client to grab.
Will clients know we use a third-party tool?
Only if you want them to. You can run EmailStrategist on your own branded subdomain, with your logo and your name, so what your client sees is your workspace and not ours.
How do we start, and what does it cost?
Pricing scales with your book rather than penalizing it, and we would rather show you the output on one real account than quote a number cold. Point us at one client account. We will run the audit, surface the revenue opportunities ranked by what each is worth, and stage the first drafts, so you see the work on a real client before anything else.
Point us at one account.
We will run the audit, rank the revenue opportunities in dollars, and stage the first drafts, so you see the output on a real client before anything else.
Point us at one account