Marketing Automation Consultant / Email Marketing Trainer (Project-Based – 1 Month)

About the Project

We are looking for an experienced Email Marketing Consultant to work with our e-commerce team on a one-month project. This role is ideal for a senior marketing automation specialist who can assess our current email marketing ecosystem, optimize our automation strategy, implement industry best practices, and coach our internal team to independently manage and scale our retention marketing efforts.

The primary objective of this engagement is to build a strong marketing automation foundation while transferring knowledge and creating sustainable processes for our team.

Project Scope & Responsibilities

1. Marketing Automation Audit

* Review and evaluate our existing Klaviyo account, Shopify integration, email flows, customer journeys, and segmentation strategy.

* Identify gaps, opportunities, and quick wins to improve customer retention and email marketing performance.

2. Strategy Development

* Develop a comprehensive lifecycle marketing strategy for our e-commerce brands.

* Recommend best practices for customer journeys, segmentation, automation, and retention campaigns.

* Provide actionable recommendations to improve customer lifetime value, repeat purchases, and engagement.

3. Automation Implementation

* Optimize or build high-performing email and SMS automation flows.

* Improve existing campaigns and automation logic using customer behavior and data.

* Ensure proper integration between Klaviyo and Shopify.

4. Training & Knowledge Transfer

* Train and mentor our internal marketing team on Klaviyo, lifecycle marketing, segmentation, reporting, and automation best practices.

* Conduct live training sessions and answer team questions throughout the engagement.

* Guide the team through real examples and practical implementation.

5. Documentation & SOP Development

* Create clear Standard Operating Procedures (SOPs), process documentation, and best-practice guides.

* Develop reusable workflows and templates that the team can follow after project completion.

Performance Review

* Review campaign and automation performance using Klaviyo, Shopify, and GA4.

* Provide recommendations for continuous optimization and future growth.

* Deliver a final report summarizing completed work, recommendations, and next steps.

Expected Deliverables:

By the end of the one-month engagement, the consultant should provide:

* A complete audit of the current marketing automation ecosystem

* Optimized lifecycle email and SMS flows

* Improved segmentation strategy

* Updated automation and campaign recommendations

* Training sessions completed with the internal team

* Documented SOPs and process guides

* Final project report with recommendations and roadmap for future improvements

Qualifications:

* 3+ years of experience in Email Marketing, CRM, or Marketing Automation

* Extensive hands-on experience with Klaviyo and Shopify

* Strong knowledge of customer lifecycle marketing and retention strategies

* Experience analyzing marketing performance using GA4 and e-commerce analytics

* Proven experience consulting, coaching, mentoring, or training marketing teams

* Excellent communication, presentation, and documentation skills

* Strong project management and organizational abilities

Preferred Qualifications

* Experience working with multiple e-commerce or DTC brands

* Knowledge of A/B testing and experimentation frameworks

* Experience with additional CRM and marketing automation platforms

* Familiarity with Klaviyo retention marketing, including SMS, Push Notifications, WhatsApp, and paid remarketing

Success Criteria

The project will be considered successful if the consultant:

* Successfully audits and improves the existing marketing automation setup.

* Trains the internal team to confidently manage Klaviyo and lifecycle marketing independently.

* Delivers complete documentation and SOPs for long-term use.

* Implements measurable improvements to automation workflows and retention strategies.

* Provides a practical roadmap for continued optimization after the engagement ends.