
As a boutique portfolio management firm, it was important for TWM Group to look the part. They needed a website redesign (soon live, the landing page can be seen at https://wealthmanagement.twmgroup.ca/), savvy copywriting and proper advertising campaigns.
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This brand was transitioning from MailChimp to Klaviyo and had some custom properties on its site.
A few goals were to figure out how to set up automations for a store that has high-priced items between $700 - $1,200.
They had no prior email marketing experience and also their site didn't allow for a cart abandonment email flow.

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