The AI provides the velocity.
Trevor pilots the engine.Holly Yashi has built something remarkable. Forty-four years in Arcata. Fifty artisans. Eight hundred designs, each one made from a material most jewelers have never heard of. A customer base that is loyal, catalog-responsive, and genuinely devoted to what you make. Distribution through four hundred wholesale accounts, a flagship store, and a direct-to-consumer channel that has been growing.
And then, recently, the institutional knowledge left the building. The person who knew how the email program worked, who maintained the flows, who kept Klaviyo sending the right messages at the right moments, is gone. What they took with them was not just skill. It was the system memory that made the marketing run. And right now, that memory does not exist anywhere Holly Yashi can reach it.
The effect shows up in the day-to-day work. A recent promotion required a quick turnaround: a sale, a coupon, posts across social channels, coordinated messaging across departments. The pieces did not arrive together. The coupon and the social posts said different things. Some of what was supposed to go out did not. The campaign landed as a failure, not because the idea was wrong but because the infrastructure to execute it cleanly was not there. That is the cost of a disconnected stack. It is not a people problem. It is a systems problem.
The consequences are concrete. The abandoned cart flow is dark. A visitor lands on hollyyashi.com, adds a niobium butterfly pendant to their cart, gets distracted, and leaves. No email follows. No reminder. No second chance. For a catalog brand with a 45-plus customer base that converts well on email, this is not a minor gap. It is a permanent, daily revenue leak.
The broader picture is the same story at every layer. Klaviyo is running in survival mode. Google Analytics is collecting data that no one is translating into decisions. Attribution is guesswork. The email list is growing because the signup incentive works, but the people who sign up are not being welcomed, nurtured, or converted at anything close to the rate they could be.
What Holly Yashi needs is not another consultant who audits the problem and writes a slide deck. What it needs is someone who builds the system, documents every decision, trains the internal team, and then steps back, leaving behind infrastructure that does not depend on any single person to function.
That is precisely what this engagement is designed to do.
This engagement follows a four-phase arc. The arc is designed so that each phase produces something Holly Yashi owns permanently. Nothing is rented. Nothing evaporates when the engagement ends. By Phase 4, Holly Yashi has a trained internal operator, a documented system, and a live intelligence portal. The engagement could stop at any phase and what was built would still be standing.
First, I look at everything. Two weeks of diagnostic work across every platform Holly Yashi touches. Klaviyo, Shopify, Google Analytics, Google Ads, Tag Manager, Google Business Profile, DNS authentication. I run the brand through all four major AI search platforms to establish where Holly Yashi appears and where it does not. The Phase 1 deliverable is a written architecture plan that names every gap and what it will take to close each one, plus a live portal already pulling Holly Yashi data. At the end of two weeks, you can see exactly what is broken and how it will be repaired, and you can already use the intelligence surface that will be with you for the rest of the engagement.
Then I build it. Four to six weeks of systems work. Klaviyo flows architected from the ground up. The full foundational set: welcome series, abandoned cart, abandoned checkout, post-purchase, review request, win-back, browse abandonment. Segmentation taxonomy. Deliverability fundamentals. Attribution cleanup across every channel so every dollar of marketing spend connects to every dollar of revenue. A campaign calendar mapped to Holly Yashi's seasonal selling moments. The build clock starts when brand assets and copy are in hand. Not before.
While the build is running, the portal is live and available to Holly Yashi. Paul, Bob, or anyone on the team can log in, review the data picture, ask the agent questions, and work alongside the build rather than waiting for it to complete. The portal is not a Phase 2 reward. It is a Phase 1 deliverable that stays on through the engagement.
One clarification worth making here: the AI tools embedded in this work are not something being sold to Holly Yashi. They are how I operate. I do not run a diagnostic, build a flow set, or review attribution data without AI tooling in the workflow. It simply speeds up the work and makes it more thorough. Holly Yashi does not need to adopt any of these tools internally. The internal team will be trained on Klaviyo and the portal. Everything else runs in the background.
Then I hand it over. Three recorded Google Meet sessions with your internal team. Every flow explained. Every segment documented. A written runbook that captures every decision made during the build. The system that leaves this engagement is not a black box. It is a documented machine that any competent operator can run, maintain, and extend.
Then I step back and stay available. A month-to-month fractional retainer for strategic oversight. One to two calls per month, strictly capped. The portal keeps running. The agent keeps learning the business. And as more of the Sun Digital tool suite connects to the portal, the intelligence compounds. By month six, Holly Yashi has something most brands their size do not have: a complete, real-time marketing intelligence layer that answers questions, flags anomalies, and surfaces opportunities without requiring a full-time analyst to run it.
The shelving clause, explained plainly: The Phase 2 build clock starts when all required copy and brand assets are in my possession and credentials are upgraded from read to read-write. If asset delivery delays exceed five business days past a scheduled milestone, the project pauses and re-queues. This is not punitive. It protects both of us from a half-built system and keeps the engagement on a timeline that serves Holly Yashi's calendar.
A complete audit across every platform Holly Yashi touches, followed by a live portal reveal at the end of week two.
The full Klaviyo program built from the ground up, tracking and attribution cleaned across all channels, campaign calendar established.
Three recorded Google Meet sessions, open to all Holly Yashi staff. A written runbook that documents every flow, segment, and decision in the system.
Asynchronous strategic oversight with a monthly strategy call. The portal compounds in intelligence as more of the Sun Digital tool suite connects to it. The retainer is not maintenance. It is the ongoing operation of a system that actively improves.
The engagement is structured so each phase has a clear deliverable and a defined exit. Holly Yashi owns everything built at every phase. Nothing is subscription-dependent. Nothing disappears if the engagement pauses.
| Phase | Duration | What you receive | Investment |
|---|---|---|---|
| Phase 1: Infrastructure Diagnostic | 2 weeks | Written architecture plan + live portal reveal | $4,500 |
| Phase 2: Systems Build | 4 to 6 weeks | Full Klaviyo program, tracking cleanup, campaign calendar | $8,500 |
| Phase 3: Training and Handoff | 1 to 2 weeks | 3 recorded sessions + written runbook | $2,000 |
| Phases 1 through 3 total | 7 to 10 weeks | Complete system, trained team, documented | $15,000 |
| Phase 4: Fractional Retainer | Month-to-month | Strategic oversight, portal access, system optimization | $4,500/month |
On pricing: These are firm fees, not estimates. Phase 1 is fixed at $4,500 regardless of what the diagnostic finds. Phase 2 is flat at $8,500: not hourly. You will not receive an invoice for extra hours. Phase 3 is $2,000 for the full training and runbook package. The shelving clause means delays do not become cost overruns for either of us.
A note on the portal: Portal access is included for the duration of the active retainer. It is not indefinite. When the retainer ends, portal access ends with it. If Holly Yashi wants to continue using the portal as a standalone product after the retainer concludes, that is a separate conversation involving Sun Digital Marketing as the contract entity and my business partner Jon Pacific. I am mentioning this explicitly so there is no ambiguity about what this engagement covers and what it does not. The goal of this engagement is to build something Holly Yashi owns and can operate without me. The portal, if it becomes a longer-term tool, is available through that separate path.
These are the five outcomes that define a successful engagement at 90 days. They are measurable. They can be checked. They are what the renewal conversation is built on.
These five outcomes are the floor, not the ceiling. A well-maintained Klaviyo program for a brand with Holly Yashi's catalog, price points, and customer loyalty profile has compounding returns. The abandoned cart recovery alone, for a brand doing several million in annual revenue, typically represents meaningful monthly incremental revenue within the first billing cycle of the flow going live.
The goal is not to deliver a report. The goal is to build the infrastructure that makes these numbers real and permanent.
I am a Marketing Infrastructure Engineer. I build the backend systems that connect Shopify, Klaviyo, and marketing data into a single, permanent intelligence layer. I do not manage campaigns from a dashboard. I wire the infrastructure at the terminal level, document every decision, and hand the keys to an internal team that can run what I built without me.
I particularly enjoy working with established brands and capable internal marketing teams. The materials are richer, the institutional voice is already formed, and the work is about precision and scale rather than starting from zero. I am confident in my ability to ingest Holly Yashi's brand identity, catalog, and customer data accurately and comprehensively from the first session.
The work I do for Holly Yashi is the same work I have been doing for e-commerce and service brands for over twenty-five years, now accelerated by a proprietary AI-native stack I have spent the last two years building.
Sun Partners not only replaced a full time member of our creative team, but their work on automated email has consistently generated up to 10% of gross monthly revenues.
Nick Arauz, CEO, Caswell-MasseyRan Caswell-Massey's Klaviyo program starting February 2020. Built the full flow set from welcome series through win-back. Campaigns, segmentation, A/B testing, and deliverability fundamentals. Documented in the Klaviyo Transition Report, June 2020.
Over two decades of Shopify, GA4, and Google Ads attribution work. Platform-level integrations, not dashboard configuration. Every engagement leaves with clean tracking and UTM automation that runs without manual maintenance.
Sun Digital Marketing operates a 34-tool MCP intelligence layer connecting directly to Google, LLMs, advertising platforms, and email systems. The portal Holly Yashi will receive at the end of Phase 1 runs on this stack.
Measuring and building brand presence across Perplexity, ChatGPT, Claude, and Gemini alongside traditional search. This capability does not exist at most agencies. It is the frontier that separates an AI-native engagement from a traditional one.
This proposal covers everything needed to make a decision. If the engagement is a fit, here is what happens in sequence.
On timing: The proposal is valid through June 30, 2026. There is no pressure to begin immediately. Summer schedules and holidays are real, and the engagement is designed to flex around them. What matters is that the engagement is live before the fall selling season opens in late August. A Phase 1 start in June or early July puts the Phase 2 build complete before Labor Day, the campaign calendar in place for the holiday run, and the training done before the highest-revenue quarter begins. That sequence is the goal. The exact start date is yours to choose.
Authorized by
Trevor Clendenin, Marketing Infrastructure Engineer
trevor@goalsight.co
Accepted by
Holly Yashi / Paul Lubitz or Bob Pabst
Date: ____________________