How to choose an email & SMS agency, with proof.
Rankings and claims won't tell you if an agency fits. Ask each one these seven questions and check the proof.
Platform expertise
Do they specialise in your platform, or list every tool on the market?
How to spot it
Live account walkthroughs, flow screenshots, a clear platform focus.
Risk if missing
You pay for their learning curve, and your setup ends up generic.
Industry fit
Have they worked with health & wellness brands?
How to spot it
Reorder timing tied to pack size, and education flows about expected results.
Risk if missing
Flows are built for fashion and miss your reorder cycle.
Clear scope & pricing
Is it clear what's setup, what's monthly, and what costs extra?
How to spot it
Published prices, named deliverables, a stated minimum term.
Risk if missing
Quotes can't be compared, and the scope quietly grows.
Deliverability
Do they check domain setup, list hygiene and sending frequency?
How to spot it
An inbox-placement check, SPF/DKIM/DMARC review and a sunset policy.
Risk if missing
Revenue drops because emails land in spam, and nobody notices.
SMS consent
How do they handle SMS opt-in, quiet hours and opt-outs?
How to spot it
Separate SMS consent, compliant keyword replies, quiet-hour sending rules.
Risk if missing
Legal exposure in the US and EU, plus unsubscribes that hurt your brand.
Honest measurement
Do they report only attributed revenue, or real uplift too?
How to spot it
Holdout tests, repeat rate by cohort, and clearly stated attribution windows.
Risk if missing
Numbers look great while actual repeat revenue stays flat.
Process & QA
Who is your contact, how fast do they reply, and what gets checked before sending?
How to spot it
A named lead, an approval step, a pre-send checklist and a testing calendar.
Risk if missing
Broken links, wrong discounts and missed launches.
How we compare
Not all retention agencies work the same way.
| What you get | MezzoriYou're here | Typical email agency | Freelancer |
|---|---|---|---|
| Industry focusi | Health & wellness only | Usually generalist | Varies |
| Who works on your account | The founder, on every account | Team / account manager | One person |
| Time until core flows are live | 21 days, guaranteed | Often 4–8 weeks | Varies |
| Subscription retention (Recharge / Skio) | Included | Varies | Varies |
| SMS in Klaviyo | Included | Usually included | Varies |
| Incrementality testing on key flowsi | Where list size allows | Varies | Varies |
What we commit to
Not selling points. Commitments we hold ourselves to.
Max. 6 brands at a time
The founder stays on your account.
Core flows live in 21 days
Or your next month is free.
Monthly competitor watch
What your top 3 competitors sent, and what we're doing about it.
Compliance-aware copy
No risky health claims.
Creator & customer content in your flows
Real faces and real results.
Monthly results walkthrough
A video walkthrough of your results, every month.
Make quotes comparable
Copy this brief and send it to every agency on your shortlist, us included. It covers your stack, your data, the scope and your compliance needs.
Briefing template
Send the same brief to every agency you talk to, and their quotes become comparable.
MEZZORI EMAIL & SMS BRIEFING 1. Business & goal - Brand / website: - Products (supplements, other wellness): - Main goal (repeat revenue, subscriptions, list growth): 2. Tech stack - Store platform (Shopify, other): - Email/SMS platform (Klaviyo, Mailchimp, Omnisend, other): - Subscriptions app (Recharge, Skio, other): - Reviews / loyalty tools: 3. Data status - Email list size / SMS list size: - How consent is collected (single / double opt-in, SMS disclosures): - Current flows live: - Share of revenue from email & SMS today: 4. Scope wanted - Audit only / flow setup / fully done-for-you: - Who writes copy and designs today: 5. Budget & timing - Monthly or project budget: - Deadlines (launch, peak season, migration): 6. Markets & compliance - Selling to: US / EU / other: - Industry restrictions (health claims, age limits):