Klaviyo replacement & in-house marketing platform — Target: Jan 1, 2026
Foundation for in-house email platform replacing Klaviyo, using Amazon SES for sending.
High-level requirements checklist for V2 marketing platform validation.
Separate portal/admin from marketing frontend for faster deploys.
End-to-end tracking with personalized UTM parameters for granular lead attribution.
Unified brand document controlling AI outputs across email and web platforms.
Realized Costing engine aggregating PostgreSQL time/inventory and MongoDB expenses into unified P&L per job.
Real-time filtering and segmentation for customer and prospect audiences.
Visual editor for creating email templates without developer involvement.
Replace traditional CMS with git-based content management and AI agent editing workflows.
Automated email workflows with scheduling, triggers, and A/B testing capabilities.
AI-powered page creation with self-service publishing for marketing team.
Automated outreach when prospects are actively on site.
Complete UX overhaul of portal experience for improved conversion.
AI agents with dedicated compute for custom report generation.