CRM Expertise
From plan to performance, without the gap. We help brands bring strategy to life across segmentation, messaging, journey design, and channel orchestration. Whether
you’re launching something new or optimizing what you have, we’ll help you move faster, with focus.
Optimove
Your Challenges
We are Optimove's most experienced independent services partner. We help brands unlock the platform’s advanced segmentation, orchestration, personalization, and testing capabilities — from onboarding to daily execution.
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You’re new to Optimove and need help ramping up
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Your campaigns and segments feel overly complex
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You want to test, personalize, or automate more
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Reporting feels disconnected or hard to action
What we do
We work in-platform to design segments, build campaigns, manage Opti-X, and set up testing frameworks. We know what’s possible, what’s scalable, and how to translate strategy into the platform.
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Onboarding & environment setup
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Segment strategy and implementation
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Campaign orchestration (recurring and triggered)
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Opti-X configuration and personalization rules
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Performance reporting and test plans
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And more...
What we deliver
We work directly in Optimove to turn strategy into action, building the frameworks and processes your programs need to succeed. From segments and content mapping to QA and reporting, we make campaigns scalable, consistent, and results-driven.
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Segment library with use cases
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Campaign QA + rollout checklist
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Opti-X content mapping plan
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Reporting dashboard specs
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And more...
Klaviyo
Your Challenges
We help brands make the most of their Klaviyo investment with high-performance flows, segmentation logic, deliverability tuning, and hands-on support. Whether you’re new to the platform or building maturity, we’re here to help.
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You’re not sure which flows are working or missing
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Your segments are too basic or hard to manage
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SMS is active but underperforming
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Deliverability issues are impacting performance
What we do
We help Klaviyo users get more out of what they already have. We build flows, tune segments, refine send logic, clean lists, and bring confidence back to the platform.
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Flow strategy and buildout
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List hygiene and deliverability reviews
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Segment design and naming conventions
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SMS configuration and copy guidance
What we deliver
We work with retention and CRM teams to shape and activate marketing strategy that actually gets used. That means translating briefs, audience goals, and campaign calendars into a real plan across email, SMS, and push.
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Flow documentation & build maps
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Segment architecture with logic tree
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SMS performance review
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Deliverability scorecards
Why Partner with Joseki Tech
We bring hands-on experience managing large-scale CRM and lifecycle programs, from Optimove to Klaviyo and beyond. With deep knowledge of both strategy and execution, we know what works, what breaks, and how to move the needle. Our lifecycle-first approach ensures your CRM, ESP, and Shopify ecosystem work together to drive smarter growth.
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“Joseki understands Optimove better than any other partner. Full stop. They’re the reason our programs run the way they do.”
— VP, CRM & Analytics