From strategists-doing-builds to 4 new retainers in 6 months
A Klaviyo-focused retention agency was capacity-capped by senior strategists doing production work. Two AI-trained operators freed the seniors to sell.
New retainers in 6 months
Senior hours/week reclaimed
Send error rate
Time to productive
The challenge
The agency's senior strategists were spending evenings building Klaviyo flows and QA'ing sends — the exact work that should sit below them. New business stalled because the people who close retainers were buried in production. Hiring locally was too slow and too expensive for execution roles.
What we did
Staff Stack placed two StackCertified operators — a Klaviyo Ops specialist and a QA reviewer — both certified on Klaviyo AI and AI-assisted copy review, with scorecards reviewed before the interview. They embedded into the agency's standups and SOPs via StackOps, with weekly KPI reviews. Seniors moved back to strategy and sales.
Roles placed
Timeline: 6 months
“Our strategists stopped building flows at 8pm. That alone paid for the operators — the new retainers were the bonus.”
— Founder, retention agency (anonymized)
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