You will get Email Marketing Lifecycle Audit & 90-Day Roadmap


Project details
Most Klaviyo audits you can buy are flow technician audits: did you set up an abandoned cart, did you set up a welcome series. That work matters, and there are good people on Upwork who do it for $200.
This is not that audit. This is a senior creative and lifecycle strategy review of your Klaviyo account.
I run the always-on Klaviyo program at Sommsation: weekly Winery of the Week sends, Virtual Tasting campaigns, Ambassador cadence, Last Call windows, Sunday School live tasting recap, post-event follow-up offers. All running across overlapping campaign windows and multiple customer segments. I own creative, partner with growth on segmentation and attribution, and write the brief templates the team works from.
What you receive: a written audit of your current lifecycle and a 90-day roadmap of what to send, when, to which segment, with what offer, and how to brief the creative.
Best fit: DTC and B2C brands with $5K+ monthly email revenue who feel the program has plateaued, or pre-launch brands setting up correctly the first time.
This is not that audit. This is a senior creative and lifecycle strategy review of your Klaviyo account.
I run the always-on Klaviyo program at Sommsation: weekly Winery of the Week sends, Virtual Tasting campaigns, Ambassador cadence, Last Call windows, Sunday School live tasting recap, post-event follow-up offers. All running across overlapping campaign windows and multiple customer segments. I own creative, partner with growth on segmentation and attribution, and write the brief templates the team works from.
What you receive: a written audit of your current lifecycle and a 90-day roadmap of what to send, when, to which segment, with what offer, and how to brief the creative.
Best fit: DTC and B2C brands with $5K+ monthly email revenue who feel the program has plateaued, or pre-launch brands setting up correctly the first time.
Email Platform
Constant Contact, KlaviyoWhat's included
| Service Tiers |
Starter
$1,500
|
Standard
$4,500
|
Advanced
$9,000
|
|---|---|---|---|
| Delivery Time | 10 days | 21 days | 70 days |
Number of Revisions | 1 | 2 | 5 |
Account Settings Review | |||
Analytics & Tracking Setup | - | ||
Campaign Optimization | |||
Customer Lifecycle Messaging | |||
Marketing Action Plan | - | ||
Marketing Analytics Report | |||
Subscriber Form Setup | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$360 - $1,800
Additional Email Template
(+ 3 Days)
+$400
Additional Trigger Email Optimized
(+ 2 Days)
+$300
Additional Revision
+$250
Subscriber Form Setup
(+ 5 Days)
+$400
ESP migration (Mailchimp → Klaviyo)
(+ 7 Days)
+$750
Additional campaign build (full brief)
(+ 3 Days)
+$400
Sender reputation deep dive (deliverability, DMARC)
(+ 3 Days)
+$500Frequently asked questions
About Crystal
Fractional Creative Director | Brand, Product, AI Workflow Systems
Sacramento, United States - 9:29 am local time
Fifteen years across gaming, technology, and lifestyle. Former UI/UX lead at Telltale Games on the award-winning Walking Dead and on Stranger Things, Game of Thrones, and Batman. Currently VP of Design & Creative at Sommsation, where I built the brand and platform from zero and run an always-on Klaviyo program across overlapping campaign windows and multiple customer segments. Founder of Standard., a brand and creative operations studio that has built and stress-tested a multi-phase brand operating system across sister portfolio companies.
Here is what makes this profile different from most senior creative profiles you will compare it to.
**A framework for creative, design, and brand operations as operable infrastructure.** I have built a multi-phase creative system that sequences every layer of the work from foundation through scale: positioning, visual identity, voice, digital presence, MarTech, audience and channel strategy, launch, demand gen, investor readiness, and governance. Each phase has defined inputs, outputs, and costed deliverables, which means creative work can be planned, priced, sequenced, and handed off like any other business function. The system has been tested and implemented across sister portfolio companies at multiple growth stages, which is the stress test that proves it holds up outside a deck.
**AI integrated into the creative pipeline as infrastructure.** AI tools are not things I list as a skill line. They are stages in a pipeline I have designed, with defined hand-offs between generative output, human craft, and production QA. I have built workflows that compress production time without giving up quality, and I can tell you which tools earn their seat at the table and which do not, which matters because the toolset evolves constantly. The pipeline itself is portable, which is why the same one runs across sister portfolio companies simultaneously.
**Gaming and narrative product design.** I led UI/UX at Telltale Games on The Walking Dead, an award-winning game in its own right, alongside adaptations of major IP like Stranger Things, Game of Thrones, and Batman. I know narrative-driven product design and I know how to run a creative team through a live production cycle without the wheels coming off.
**Full-spectrum design.** UI/UX, brand identity, motion, design systems, campaign creative, and investor-facing materials. Digital and physical. I move between strategy and execution depending on what the project actually needs that week.
**How I work on Upwork:**
I publish productized engagements through my Project Catalog because they let both of us know what we are buying and selling. Brand audits, design system reviews, Klaviyo lifecycle audits, and AI creative workflow audits, all delivered as written strategic memos with structured recommendations. If your project does not fit a catalog item, message me and I will scope a custom offer within 24 hours.
Hourly engagements are available for ongoing fractional creative direction work, typically 10-20 hours per week, on a 90-day minimum engagement. I am not the right hire for one-off logo design, single-page web builds, or rapid-turnaround campaign work. There are excellent people on this platform for that work, and I will refer you to one if you message me.
Best fit: founders, early-stage marketing leads, product VPs, and brand teams who already have or are about to build a creative team and want senior thinking on top.
Steps for completing your project
After purchasing the project, send requirements so Crystal can start the project.
Delivery time starts when Crystal receives requirements from you.
Crystal works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff (within 24 hours)
I confirm Klaviyo access and review your industry context, revenue, and goals.
Audit phase
I review flows, campaigns, segmentation, naming, creative consistency, sender reputation.

