DTC growth operations

Three agent employees. One growth loop.

CRM finds lifecycle leaks. CRO turns customer evidence into page tests. Marketing turns the strongest signals into new creative. Each agent works inside clear access and approval rules.

Book a free fit check → Meet the three agents
DTC growth team Approval controlled
  1. 01
    CRM A cleaner lifecycle program, a ready campaign queue, and fewer preventable send errors.
  2. 02
    CRO An evidence-ranked testing queue and page variants your team can review, edit, and launch.
  3. 03
    Marketing A traceable creative pipeline, more testable variations, and direct-response pages ready for approval.
Shared brand context Shared measurement Shared learning log
Designed around your current stack Human approval at consequential steps Daily action queue and weekly scorecard
Not another dashboard

Give each revenue problem a clear owner.

These agents do the research, preparation, checking, and iteration that usually gets squeezed between launches. Your team keeps the judgment calls and the final approval.

The agent team

Three specialist roles, with work you can inspect.

Every recommendation retains its source, every draft has an owner, and every result becomes context for the next decision.

01 CRM agent

Turn Klaviyo into a managed revenue channel.

The CRM agent reads the account, finds structural and execution gaps, then keeps the campaign and flow program moving in your brand voice.

What it does
  • Pulls campaigns, flows, templates, segments, and performance data through configured Klaviyo access.
  • Audits broken links, tracking, merge fields, content errors, send settings, and mobile-ready structure before approval.
  • Maps the lifecycle program to find missing journeys, overlapping sends, weak branches, and stale automations.
  • Tracks delivery, bounce, complaint, unsubscribe, and engagement trends, then flags sender-health risks early.
  • Builds segment ideas from customer behavior, purchase history, lifecycle stage, and consented profile data.
  • Drafts campaign calendars, briefs, copy, and build-ready campaigns. It can create approved work inside the account when connector permissions allow.
  • Keeps a working memory of approved positioning, offers, exclusions, and lessons from previous sends.
  • Delivers a daily action queue and a weekly scorecard with changes, results, risks, and next recommendations.

Primary output: A cleaner lifecycle program, a ready campaign queue, and fewer preventable send errors.

Nothing sends without the approval rule you choose.

02 CRO agent

Turn customer evidence into measured page tests.

The CRO agent connects what shoppers say with what they do, then turns the evidence into prioritized experiments and near-complete test pages.

What it does
  • Audits page hierarchy, message order, offer clarity, proof, friction, mobile behavior, and the path to purchase.
  • Synthesizes reviews, tickets, surveys, heatmaps, and analytics into traceable themes instead of isolated opinions.
  • Builds an experiment backlog scored by evidence strength, expected impact, implementation effort, and measurement risk.
  • Writes a clear hypothesis, audience, primary metric, guardrails, event plan, and stopping rule for every proposed test.
  • Produces copy, modules, wireframes, and near-complete page variants that fit your approved storefront editing workflow.
  • Checks tracking and page quality before a test starts, then monitors sample quality and performance while it runs.
  • Separates directional signals from valid results and records what each test actually taught the team.
  • Feeds winning objections, messages, and proof back into CRM and paid creative.

Primary output: An evidence-ranked testing queue and page variants your team can review, edit, and launch.

No page publishes and no winner is called without agreed measurement rules.

03 Marketing agent

Build more useful creative from every proven signal.

The Marketing agent turns existing and generated assets into structured creative iterations, direct-response pages, and a reusable performance library.

What it does
  • Reads campaign and creative performance through configured Meta and TikTok connectors, subject to each platform’s permissions.
  • Sources approved existing assets or requests new visual material through a configured Higgsfield workflow.
  • Splits UGC video by scene and tags hooks, bodies, calls to action, B-roll, claims, products, formats, and speakers.
  • Mixes compatible scenes into fresh concepts while retaining source links, usage rights, and brand guardrails.
  • Creates structured ad variations from product pages, founder content, reviews, winning emails, and tested page messages.
  • Generates configured ElevenLabs voiceover options, then assembles edits, timing, overlays, aspect ratios, and captions for review.
  • Builds near-complete quizzes, advertorials, comparisons, and other direct-response landing pages with required disclosures.
  • Logs every variation, maps spend and results back to creative elements, and recommends the next controlled iteration.

Primary output: A traceable creative pipeline, more testable variations, and direct-response pages ready for approval.

No ad publishes and no budget changes without the approval rule you choose.

Connector availability and permitted actions depend on each service, account, plan, and API. When direct action is not supported, the agent produces a review-ready draft or implementation package.

The shared loop

One test teaches the whole team.

A support objection can become a CRO hypothesis, an email angle, and a creative brief. The performance result then updates what all three agents recommend next.

  1. 01

    Observe

    Connect the permitted account data, customer evidence, and approved asset library.

  2. 02

    Decide

    Rank the clearest revenue leaks and generate work tied to a measurable hypothesis.

  3. 03

    Approve

    Review changes, source evidence, brand fit, and expected impact in one queue.

  4. 04

    Learn

    Track the result and share the lesson across CRM, CRO, and Marketing.

Operating rhythm

Know what happened, what needs approval, and what comes next.

Daily
  • Account and tracking alerts
  • Priority work queue
  • Drafts waiting for approval
  • Active-test checks
Weekly
  • Revenue and funnel scorecard
  • What changed and why
  • Winning and losing patterns
  • Next-test recommendations
Always
  • Source and change history
  • Brand and claim guardrails
  • Access based on least privilege
  • Human approval controls
How it starts

Start with the bottleneck, not a platform rollout.

The free Savings Audit identifies the clearest first loop, the access it needs, and the measurement that will prove whether it worked.

  1. 01
    Map the workflow

    Pick the repeated revenue task and define the current baseline.

  2. 02
    Connect the minimum

    Grant only the data and actions the first agent needs.

  3. 03
    Run with approval

    Review the first work, tune the guardrails, and measure the result.

  4. 04
    Expand from evidence

    Add the next agent when the shared context can improve its decisions.

Straight answers

Before an agent gets access.

Do we need all three agents at once?

No. We can start with the clearest bottleneck, prove the operating loop, and add the other agents when the data and workflow are ready.

Will the agents publish, send, or change ad spend on their own?

Only if that action is supported by the configured connector and you explicitly approve the operating rule. The default is review first for sends, page publishing, ad publishing, and budget changes.

Can this work with our current tools?

Usually. We map the current stack during the Savings Audit and use official APIs or approved connectors where available. If a service cannot support a safe action, the agent prepares the work for a person to complete.

How do you stop three agents from creating conflicting work?

They share one approved brand context, measurement plan, change log, and priority queue. CRM and Marketing can reuse CRO learnings, while CRO can trace new hypotheses back to customer and campaign evidence.

The Savings Audit

Which agent would remove the clearest DTC bottleneck first?

Book a Savings Audit → See the math

20-minute fit check · no obligation · one measurable workflow to start.