Email Strategy & Lifecycle Flows for a SaaS Calendar Planning Platform

About the client

Ario is a SaaS solution for calendar-based planning and productivity management. The product helps users organize their schedules more efficiently and stay in control of daily tasks and commitments. Ario was looking to activate email as a meaningful communications channel and automate the core stages of the user lifecycle.

Objectives

Define flows and campaigns strategy, select and implement platform

Key Results

  • Klaviyo selected and fully configured for use
  • Customer Journey Map prepared
  • 4 core lifecycle flows launched to support onboarding and retention

Solution overview

We developed a clear communication strategy, designed lifecycle flows, and set up a scalable automation foundation to support user activation and engagement inside the product.

What We Delivered

  1. Email strategy and customer journey mapping
    • Identified key communication points throughout the product lifecycle
    • Designed the flow architecture to improve early engagement
  2. ESP evaluation and setup
    • Prepared a comparison chart with four ESP options
    • Selected Klaviyo for its automation and integration capabilities
    • Configured Klaviyo for sending
    • Implemented integrations with the Ario platform
  3. Core lifecycle automation launched
    • Four flows to support onboarding and returning users
    • Flows in reaction to essential in-product events