Ways to Work Together
Choose the level of email and SMS support that fits your business.
Whether you're looking for a DIY planning framework, expert guidance, help with a specific project, or a long-term strategic partner, MochaBear Marketing offers flexible ways to help you build stronger customer relationships and improve customer retention.
1. DIY: Lifecycle Flow Planning Framework
Best for businesses that want to plan their own customer journeys with a proven process.
The Lifecycle Flow Planning Framework helps you identify your highest-priority customer journeys, map automation logic, and organize your messaging before building flows in your email or SMS platform. Based on the same proven planning process Elizabeth uses with consulting clients, it gives you a clear roadmap to confidently plan your customer journeys before you start building.
Perfect if:
You want to build your own customer journeys but need a proven planning process.
You'd like a clear roadmap before investing time in implementation.
2. Strategy Sessions & Ongoing Consulting
Best for businesses that want expert guidance without outsourcing everything.
Whether you need help solving one specific challenge or ongoing guidance as your business grows, we'll tailor our consulting to fit your needs. Choose a one-time strategy session focused on a specific challenge, or ongoing weekly or monthly consulting for continued support, accountability, and strategic direction. Ongoing consulting packages are available for businesses looking for a trusted partner to help prioritize opportunities, review results, and make smarter marketing decisions over time.
Perfect if:
You can implement but want experienced guidance.
You need help prioritizing ideas and opportunities.
You're looking for a trusted sounding board as your business grows.
3. Email & SMS Audit
Best for businesses that want to understand what's working, what's missing, and where to focus next.
We'll review your current email and SMS marketing program and provide clear, prioritized recommendations to improve engagement, customer experience, and customer retention. Depending on your needs, an audit may include campaigns, customer journeys, segmentation, signup forms, deliverability, reporting, and overlooked opportunities.
Perfect if:
You want an expert second opinion before making changes.
You're unsure where to focus your time and budget.
You want clear, prioritized recommendations for improving your program.
4. Done-for-You Projects
Best for businesses that need a specific initiative planned, created, or implemented.
Whether you need a custom email template, customer journey planning and implementation, welcome or post-purchase flows, segmentation strategy, or platform guidance, we'll take your project from concept to completion. Every engagement is tailored to your goals, audience, and existing technology.
Perfect if:
You have a specific project in mind but need an expert to bring it to life.
You want strategic guidance along with hands-on execution.
You'd rather focus on running your business while we handle the details.
5. Full-Service Email & SMS Management
Best for businesses that want a long-term strategic partner to manage email and SMS marketing from end to end.
We'll serve as an extension of your team, overseeing strategy, planning, campaign execution, customer journeys, segmentation, testing, reporting, and ongoing optimization. Every engagement is customized to your business and goals, combining strategic direction with hands-on execution to help strengthen customer relationships and improve customer retention.
Perfect if:
You want a dedicated partner to manage your email and SMS marketing.
You need both strategic direction and consistent execution.
You're ready to invest in a long-term customer retention strategy.