This episode provides a tactical breakdown for ecommerce leaders on structuring and scaling their email and SMS marketing teams. It covers essential roles, the best tools to leverage, and efficient workflows to drive consistent revenue growth and customer retention. Operators will learn how to build a robust retention engine capable of generating significant, repeatable income.
Key takeaways
Define clear roles within your email & SMS team, differentiating between strategic oversight (team lead) and execution (junior marketers).
Implement a tiered tech stack for email and SMS, starting with a robust ESP like Klaviyo, then adding specialized tools for advanced testing, personalization, and deliverability.
Develop a standardized workflow for campaign creation, including detailed briefs, a/b testing protocols, and a clear approval process to maintain brand consistency and optimize performance.
Prioritize customer journey mapping to identify communication gaps and opportunities for automated flows that nurture leads and improve LTV through email and SMS.
Regularly audit your retention setup and campaign performance, using data to inform iterative improvements and ensure your efforts are revenue-centric, not just send-centric.
Who should you hire next? How do you avoid a bloated team? And what tools actually scale?This episode breaks down the building blocks of a high-performing email and SMS marketing team—from your first specialist to enterprise-level org charts.Whether you're a solo operator or managing a growing retention crew, Jimmy and Chase lay out the roles, workflows, and tech stack that fuel long-term growth. We’ll cover specialized organization chart, break down every type of role to consider, and why your processes matter just as much as your people.EP 33: Scaling Your Email & SMS Team: Roles, Tools, and Workflows for GrowthHere's what we're diving into:- The five phases of team growth: solo → small → enterprise- Which roles to hire (and when): strategist, specialist, copywriter, analyst, and more- How to structure your workflows for campaigns, flows, and QA- What tech stack you actually need to scale- When to keep it in-house vs. hire an agency- Common mistakes (and how to dodge them)Thank you our friends at Omnisend, Raleon and eCom Email Certified for sponsoring the podcast!Omnisend is an all in one eCommerce email and SMS marketing automation platform that enables marketers to engage customers and drive sales through personalized experiences. https://eemtrk.com/omnisend-senditRaleon is your AI-powered retention team—built to help Shopify brands increase LTV and save hours every week. From segmentation to campaign planning, Raleon automates the grind so you can focus on strategy that scales. https://eemtrk.com/sendit-raleoneCom Email Certified is a hands-on, results-driven program with a step-by-step guide to mastering retention marketing and driving serious results. Access over 25 hours of learnings and become a certified email & SMS marketer. https://eemtrk.com/e
Define clear roles within your email & SMS team, differentiating between strategic oversight (team lead) and execution (junior marketers).
What does this episode say about customer retention?
Implement a tiered tech stack for email and SMS, starting with a robust ESP like Klaviyo, then adding specialized tools for advanced testing, personalization, and deliverability.
What does this episode say about founder & leadership?
Develop a standardized workflow for campaign creation, including detailed briefs, a/b testing protocols, and a clear approval process to maintain brand consistency and optimize performance.
What does this episode say about ai & automation?
Prioritize customer journey mapping to identify communication gaps and opportunities for automated flows that nurture leads and improve LTV through email and SMS.
What does this episode say about email & sms?
Regularly audit your retention setup and campaign performance, using data to inform iterative improvements and ensure your efforts are revenue-centric, not just send-centric.
