Professional Services

Hands-on automated messaging support.
Our Professional Services team has decades of marketing experience and is obsessed with our customers’ success. Every engagement is customized to support your most pressing work.


What Professional Services Can Do for You

Add expertise without adding headcount.

Triggered Campaign Setup

New onboarding campaign? New product launch? No problem. Let us help you plan, setup, and create the perfect lifecycle campaign in Customer.io.

Template Migration

Sometimes marketing teams don’t have time for even the smallest jobs! Let our team of experts take care of packing up your old templates and moving them into Customer.io.

Platform Migration

Ready to move your messages, data, and segments to Customer.io, but don’t have the time or resources to do it? Our team will act as an extension of your own to get you up and running the right way.

Email Coding

From 1 to 100+ emails, we’ll use your designs and code them directly in your Customer.io account for maximum efficiency.

Platform Consolidation

We understand working with different email platforms is time-consuming and confusing. Our team will work with you to create and execute a consolidation plan to alleviate unnecessary stress.

Data Review

Do you have time to perform a data review? Neither do most of our customers. We can review the data you send into Customer.io and provide recommendations to resolve issues before they ever become a problem.

“The Pro Services team at Customer.io was critical in expediting our migration to their platform. They were communicative, experts in the platform, and incredibly efficient. Without their help and flexibility, we may have dropped important communications to our customers, and worse yet, been stuck on a platform that wasn’t working for us.”

Jamie Quint Head of Growth at Notion

Our Process

Discovery
We want to hear what makes your team, product, and lifecycle marketing unique. This helps us determine which services will best suit your team’s needs.

Proposal
We’ll deliver a proposal that addresses the opportunities we found during the discovery process. This gives your team a chance to visualize what success could look like.

Delivery
Where the rubber meets the road. The team will be hard at work to fulfill the proposal. We’ll check in and review deliverables as frequently as is needed to ensure frictionless project completion.

Testimonial
If we don’t earn a good word for the work we completed, then we haven’t met our own expectations.