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Retention Steward

What's included

Email campaign management, from plan to report.

Our Shopify email marketing service is an outsourced operating function for established Shopify stores with an existing permission-based email list and an email platform. The managed Klaviyo service follows the same human-supervised cycle in your existing account: plan, create, check, obtain approval, schedule, monitor within scope and review what to improve next. You supply accurate materials, answer questions and approve the final work; we coordinate the recurring execution within the defined plan. Here is every stage we handle and exactly where the scope ends.

Done-for-you email marketing

You keep your email platform. We run the email marketing for you.

Hand over the recurring email work without losing oversight, so more of your attention stays with running and growing your business. We take responsibility for the agreed execution, with a consistent planning, review and approval process. You provide accurate materials and final decisions; you do not need to become an email-marketing specialist or coordinate every build and check.

Software gives you the tools. Retention Steward runs the work.

Email marketing is an ongoing operating cycle: plan the calendar, create and check the emails, schedule and send only approved versions, monitor within scope, then use the reported results to refine the next plan. Our outsourced email-marketing service manages that cycle within the defined offer, rather than leaving your team to organise it again each month. It is a bounded managed function, not unlimited work or full-service retention marketing.

A low monthly email software subscription buys access to tools, templates, automations and sending infrastructure, depending on the plan. Retention Steward provides the managed service that plans and runs your ongoing email marketing, with human supervision. We are not a replacement email platform.

You keep your chosen email platform and pay its fees separately. We work in your account with invited access, and confirm that your existing platform supports the agreed work before you commit.

Four approved campaigns each month
We manage your campaign calendar and planning, drafting, building and QA for four campaigns per month, with AI-assisted drafting and human review of every email.
Audience rules and written approval
We set up or select one agreed audience per campaign and check permissions, suppressions and applicable exclusions. You approve the exact final version in writing before scheduling.
One automation improvement
We agree one practical improvement to your automated emails, which may include a small welcome sequence when appropriate. It is one agreed project; further automation work is separately scoped.
Ongoing execution within scope
Approved scheduling, limited monitoring, monthly reporting and business-day support keep the agreed work moving. We use the available results to inform the next monthly plan; additional work remains separately scoped.

Platform capabilities and plans vary. Your Shopify, email-platform and other tool fees are separate from our service fee.

Scope

Everything included, and where it ends.

01

Planning and creative

The visible work, done inside the tools you already have.

  • Four campaigns per month

    Four managed campaigns, each one planned, written, built and checked for you.

  • Monthly campaign planning

    A short written plan each month, tied to your products and current offers.

  • Product and offer research

    Sizes, prices and approved wording gathered into a sourced fact sheet. Unsupported lines are flagged, not improvised.

  • Copywriting, AI-assisted

    AI tools help draft. A person edits every line for accuracy and your voice.

  • One reusable branded layout

    One email layout made for your brand, reused so emails stay consistent and quick to review.

  • Built in your existing email platform

    Emails are built and scheduled inside the email tool already connected to your Shopify store.

02

Checks before anything is scheduled

A person reviews every email against a written list.

  • Human review of every email

    AI may pre-check, but a person signs off each email before you see it.

  • Phone and desktop checks

    Each email is viewed as it appears on a phone and on a computer.

  • Link checks

    Every link is opened and confirmed to go where it should.

  • Product, price and fact checks

    Details are matched against your fact sheet and the materials you supplied.

  • Subject line and preview text

    We check the subject line and preview text (also called the preheader), the short line shown next to it in the inbox.

  • Who may receive it

    We check the permission details you supply and that the send excludes people who unsubscribed or are suppressed (blocked from sending). This is a careful check, not a legal compliance guarantee.

  • One agreed customer group per campaign

    Each campaign goes to one agreed group of customers, such as recent buyers or newer subscribers.

  • Purchase and exclusion checks, when they apply

    Where a campaign depends on what people bought, we check it against the customer and order information available in your tools. We do not claim to verify data we cannot see.

03

Approvals and records

You stay in control of every send.

  • Written approval before scheduling

    Nothing is scheduled until you approve the final version in writing.

  • One round of changes per email

    You send one combined set of notes per email; we make the changes and send back the final.

  • A written record of approvals

    Drafts, notes and approvals are kept in the email thread, so there is always a clear record of who agreed to what.

  • No sends without your say

    We never send anything you have not approved. Silence is not approval.

04

Automatic emails and monitoring

One agreed improvement, with limited ongoing checks.

  • One automation improvement

    We agree one practical improvement to your automated emails. This can include improving an existing sequence or, when appropriate, creating a small welcome sequence. The service agreement defines the project limits; further automation work is separately scoped.

  • Limited monitoring

    Within the agreed scope, limited checks for obvious problems—not continuous or round-the-clock monitoring.

05

Reporting, support and terms

Plain numbers, plain help, plain terms.

  • Monthly report

    What was sent and the sales your email tool connects to emails. These are attributed sales, not proof the emails caused extra orders.

  • Email support on business days

    Help by email with the work in this plan. No emergency or on-call cover.

  • Business email setup guidance

    Plain steps to send from an email address that uses your company website name.

  • Clear ownership

    After payment, you own the final approved client-specific work, such as your finished emails. Retention Steward and JMN Enterprises, LLC keep their reusable templates, processes, systems and know-how.

  • Month-to-month

    Paid upfront monthly. No long-term commitment.

  • Platform fees paid by you

    Shopify, Klaviyo and other tool fees are paid directly by you and are not part of the Retention Steward fee.

Not included

  • SMS / text messages
  • Paid advertising
  • Moving to a new email tool or moving lists
  • Bought or rented lists
  • Major repairs to whether emails reach inboxes
  • Custom connections between tools
  • Unlimited changes
  • Unlimited monitoring or emergency, on-call cover
  • Photography
  • Legal review of product claims
  • Revenue or results guarantees

Available later

Possible separately scoped work, only if it fits and we both agree in writing. Nothing here is promised or included.

  • Additional campaigns beyond four per month
  • Further automatic email series beyond the one included project
  • Additional customer groups or layouts

What happens after you become a client

We follow up in writing, confirm your approver and guide you through safe access and the materials we need. Then we agree your first-month plan and bring drafts to you for written approval.

Explore the detailed workflow below

How the work moves from plan to report

  1. 01

    Strategy

    We review your store, products and current emails, then propose a short written monthly plan: four campaign topics and the email series project.

    Optional reading: a practical monthly Shopify email campaign calendar.

    Your partApprove the plan or send changes.

  2. 02

    Creative

    We gather product facts into a sourced fact sheet and draft copy with AI assistance. A person edits for accuracy and your voice. Unsupported lines are flagged, not improvised.

    Your partSupply product pages, notes and brand assets.

  3. 03

    Build

    Each email is built in one reusable branded layout inside the email tool already connected to your Shopify store, for one agreed customer group.

    Your partNothing required.

  4. 04

    QA

    AI tools pre-check each email, then a person checks layout, links, facts, subject line and preview text, permission and who should be excluded. Purchase checks depend on the campaign and available order information. Exceptions come to you.

    For background on consent, engagement and suppression, read our careful Klaviyo list-cleanup guide. Major deliverability repairs remain outside this plan.

    Your partSupply permission and exclusion details, and answer flagged questions.

  5. 05

    Approval

    You receive a named test email. Send one combined set of notes; we make the changes and send the final.

    Your partApprove the final in writing. Silence is not approval.

  6. 06

    Sending

    Only the approved version is scheduled, to the agreed customer group, at the planned time.

    Your partNothing required.

  7. 07

    Monitoring

    Within the agreed scope, we check the included campaigns and email series for obvious problems and flag concerns. This is not continuous or round-the-clock monitoring.

    Your partReply if we raise something.

  8. 08

    Reporting

    A plain monthly summary: what was sent, the numbers your email tool reports, the dates they cover and what we would try next. Sales counted toward emails follow the tool’s own rules; they are not proof of extra orders caused by email.

    Your partRead the summary and proposed next steps.

Monthly service

Clear pricing. No long-term contract.

$995/month for the first 3 months, then $1,295/month ongoing. Paid upfront monthly, month-to-month, with no three-month commitment. Cancel before the next monthly charge.

Managed email campaign execution, not a software subscription. Delegate the recurring execution, with clear review points and final approval in your hands. Software gives you the tools. Retention Steward runs the work. You keep your email platform and pay its fees separately.

Get Started See the fictional demo
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