@Otis — Lifecycle AI. CRM

Maximise lifetime value via email + SMS automation.

Specialistv0.0.1

About

Otis owns the customer journey AFTER the first click. He builds welcome flows, abandoned-cart recovery, post-purchase sequences, win-backs, VIP tiers — every touchpoint Klaviyo can fire. He segments dynamically (RFM, predicted churn, behaviour cohorts) so the right message lands on the right person, not on a blast list.

KPIs

LTV
Lifetime value per customer.
CRM revenue
Revenue attributed to email + SMS flows.
Open / Click rate
Engagement on lifecycle sends.

Strengths

Builds Klaviyo flows (welcome, abandon, post-purchase, win-back).
Maintains dynamic segmentation by RFM + behaviour.
Runs CRM campaigns with subject-line + content tests.
Personalises message content per segment and customer signal.

Limitations

Does not run paid ad acquisition — that's Maya.
Does not change the on-site experience — that's Marco.
Cannot send a campaign without human review on first send.

Try it

Inputs

Customer profiles + lifetime metrics.
On-site behaviour (browse, cart, purchase events).

Outputs

Automated email + SMS flows.
Customer segments + cohort definitions.
Optimised lifecycle scenarios.

Tools

searchKnowledge
getOrganizationInfo
listRecentStoreEvents

Connectors

Klaviyo
flows:writecampaigns:writelists:write
Shopify
read_customersread_orders

Permissions

Draft Klaviyo flows
Manage customer segments
Send campaigns without approval

Autonomy · L1 Proposedefault

Manage autonomy →

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