Pillar 3 — Glass Box Operations
Inside the Machine: The Exact Process Outreach Gurkha Uses to Turn a Shopify Email Channel from Dormant to 30% of Revenue
Most agencies keep their process hidden. We show you ours in full — every stage, every decision point, every tool, and every place where we save you money without cutting corners. Nothing is a black box here.
By Outreach Gurkha
Read time 14 min
Type Process deep-dive with visual diagrams
The single biggest fear a founder has when handing their Klaviyo account to an external team is the black box problem. You hand over access, money starts leaving your account as a retainer, emails go out, reports come back with open rates and click rates — but you never really know what is happening inside. You cannot tell if the work being done is sophisticated or basic. You cannot tell if the decisions being made are in your interest or the agency’s.
We built our entire operating model as the answer to that fear.
This article is the complete, unredacted view of every stage of our process — from the first conversation to the monthly optimisation cycle. Every decision point is named. Every tool we use is specified. Every place where we save you money through smart operational choices is called out explicitly. By the end of this, you will know exactly what working with Outreach Gurkha looks like from the inside.
Transparency is not a marketing position for us. It is a structural requirement. Since we earn 10% of the revenue we generate, our reporting can never be spin — our incentives are perfectly aligned with yours. An honest report of underperformance costs us money. A dishonest report of good performance also costs us money when the revenue does not arrive. We are structurally required to tell you the truth.
The 11-Stage Process: An Overview
Our engagement runs across 11 defined stages, grouped into three operational phases. Each stage has a clear input, a clear output, and a defined success criterion before we move to the next. No stage is skipped regardless of timeline pressure — because the stages are dependencies, not preferences.
The three phases of an Outreach Gurkha engagement
Phase 1 — Foundation (Days 1–14)
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Audit & Analysis
Day 2–5
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Campaign Calendar
Day 5–7
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🛠
Technical Setup
Day 7–14
Phase 2 — Execution (Days 14–45)
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🧪
Preview & Test
Week 4–5
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Phase 3 — Compounding (Month 2 onward)
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Monthly Reports
Ongoing
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Revenue Growth
Compounding
Each stage feeds the next. The audit informs the campaign calendar. The calendar drives the copywriting brief. The copy informs the design. The testing validates the setup. The launch data feeds the optimisation. This is not a linear checklist — it is a closed feedback loop that gets more efficient every month it runs.
Phase 1: Foundation — Getting Everything Right Before Anything Goes Live
The most common mistake in email marketing engagements is rushing to send. Agencies under retainer pressure want to show activity quickly — a campaign goes out in week one before the account has been properly audited, before segmentation has been structured, before deliverability has been verified. This produces mediocre results, which then require months of explaining and repositioning.
We do the opposite. Phase 1 is deliberately slow and deliberately thorough. Everything that runs in Phase 2 and Phase 3 depends on the decisions made here.
1
Onboarding
Days 1–2 · Input: signed agreement · Output: brand brief + Klaviyo access confirmed
The first 48 hours are information-gathering, not action. We conduct a structured onboarding session — either a recorded call or a written brief — covering six specific areas: brand voice and tone guidelines, product catalogue and bestseller hierarchy, existing customer segments and personas, promotional calendar for the next 90 days, any competitor campaigns the client finds effective, and any past email performance data available.
We do not start writing copy until we can pass a brand voice test: if we wrote three emails and the founder could not tell the difference between our copy and what they would have written themselves, we have done our job. Onboarding is how we get there.
💡 Cost-saving note
Most agencies charge a setup fee of $500–$2,000 for onboarding. We absorb this entirely. The cost of our onboarding process is recovered through the revenue share — if we do not generate revenue, we have invested in onboarding at our own loss. This is how we ensure onboarding is thorough: we have a direct financial incentive to get it right.
2
Klaviyo Audit + Competitor & Industry Analysis
Days 2–5 · Input: Klaviyo access · Output: gap scorecard + competitive positioning brief
The Klaviyo audit is the most important document we produce. It becomes the strategic foundation of every decision that follows. Our audit covers 12 specific dimensions:
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Flow gap analysis — which flows exist vs. which should exist
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Revenue per flow — each flow benchmarked against industry standard
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SPF, DKIM, DMARC authentication status
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Bounce rate and spam complaint rate vs. safe thresholds
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Segmentation audit — how many active segments, quality assessment
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Revenue Per Recipient (RPR) across last 10 campaigns
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Email revenue as % of total store revenue — gap to benchmark
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List health — engaged vs. unengaged vs. lapsed breakdown
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Klaviyo–Shopify integration data sync verification
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Competitor email capture — we subscribe to 3–5 competitors and audit their sequences
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Industry send frequency and timing benchmarks for the product category
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Revenue gap quantification — estimated monthly uncaptured revenue
The competitor analysis runs in parallel. We subscribe to 3–5 direct competitors under test email addresses and capture every email they send over 30 days. By the time we are building our client’s flows, we know exactly what the customer is seeing from competitors — and exactly where the gaps and opportunities are in the category.
💡 Cost-saving note
Competitor email intelligence tools like Owletter or MailCharts cost $99–$299/month. We use our own systematic capture process instead, saving clients $1,200–$3,600/year on intelligence tools while producing richer, more category-specific insights than any automated tool provides.
3
Campaign Calendar
Days 5–7 · Input: audit output + brand brief · Output: 90-day send calendar
The campaign calendar is built against three inputs: the 90-day promotional calendar from onboarding, the seasonal and industry event calendar for the product category, and the audience behaviour data from the Klaviyo audit. Every campaign slot on the calendar has four fields defined before any copy is written:
Send Date
Target Audience
Campaign Purpose
Revenue Goal
Week 1, Tuesday
Engaged (90-day)
New product intro
$600–$900
Week 2, Thursday
Non-purchasers only
First purchase offer
$400–$700
Week 3, Tuesday
VIP customers
Early access launch
$800–$1,400
Week 4, Wednesday
Category buyers
Educational content
$200–$400
Example campaign calendar structure — every send is defined before any writing begins.
4
Technical Setup
Days 7–14 · Input: audit findings · Output: clean, authenticated, fully configured Klaviyo account
Technical setup runs concurrently with copywriting and design — it is the invisible layer that determines whether every email we build actually reaches the inbox. The setup checklist covers authentication, tracking, segmentation structure, and flow trigger verification.
Authentication layer
- ✓ SPF record configured and passing
- ✓ DKIM signature active and signing
- ✓ DMARC policy set to reject/quarantine
- ✓ Sending domain separate from root domain
- ✓ Warm-up schedule set if domain is new
Data & tracking layer
- ✓ Klaviyo.js tracking script on all pages
- ✓ Shopify–Klaviyo data sync verified
- ✓ Attribution window matched to purchase cycle
- ✓ Custom properties mapped from Shopify
- ✓ Suppression lists cleaned and current
Segmentation layer
- ✓ Engaged (90-day) segment built
- ✓ VIP (top 20% LTV) segment built
- ✓ First-time buyer segment built
- ✓ At-risk (60+ days) segment built
- ✓ Non-purchaser segment built
Flow trigger layer
- ✓ All flow triggers tested with test accounts
- ✓ Time delays verified per flow
- ✓ Suppression filters set (no double-sends)
- ✓ Smart send timing enabled
- ✓ Cross-flow suppression logic applied
💡 Cost-saving note
Email deliverability tools like GlockApps, MXToolbox Pro, or Litmus cost $79–$399/month. We use a combination of free tier tools, manual inbox placement testing across Gmail, Outlook, and Apple Mail, and direct DNS verification — achieving the same diagnostic accuracy at zero additional cost to the client.
Phase 2: Execution — From Brief to Live Email
Phase 2 is where the operational engine becomes visible. Copy is written, designs are built, emails are tested across 40+ device and client combinations, and the first flows go live. The sequence within Phase 2 matters: copy is always written before design begins, and testing is always completed before any email is scheduled.
5
Copywriting
Weeks 2–4 · Input: brand brief + campaign calendar · Output: approved copy for all flows and campaigns
Every email we write follows a direct-response framework built specifically for e-commerce. The structure is not arbitrary — it is derived from decades of direct-response research on what drives purchase decisions in commercial email contexts.
Email copy framework — every email we write
Derived from direct-response principles
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Subject line + Preview text — the only job is to get the open. One specific promise. No cleverness that sacrifices clarity.
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Hook (first 2 sentences) — meets the reader exactly in their current situation. No introduction, no brand throat-clearing. The reader’s problem, stated directly.
3
Body (the argument) — one idea per paragraph. Specific over general. Numbers over adjectives. Social proof placed after the primary argument, not before it.
4
Single CTA — one action, stated clearly, with a specific benefit attached to clicking. No secondary links competing with the primary CTA.
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P.S. line — the second-most-read element in any email after the subject line. Reinforces the single most important point or provides a secondary urgency signal.
💡 Cost-saving note
Senior e-commerce copywriters in the U.S. market charge $150–$400 per email. We write all copy in-house using our Kathmandu-based team — delivering the same calibre of direct-response e-commerce copy at a fraction of the Western market rate. This is the core economic advantage of our model: senior skill at significantly lower overhead, with zero quality compromise.
6
Design
Weeks 2–4 (parallel with copy) · Input: approved copy + brand guidelines · Output: mobile-first email templates
Design begins only after copy is approved — because the copy determines the design, not the other way around. An email that is designed before the copy is written will always produce a design that fights with the message rather than amplifying it.
Our design principle: emails should sell first and impress second. This means hierarchy that guides the eye toward the CTA, image choices that reinforce the argument rather than decorate it, and mobile-first layouts that render correctly at 375px width before they are considered at 600px desktop width.
💡 Cost-saving note
Email design agencies in the US/UK charge $200–$600 per template. We build and maintain a library of modular, brand-matched templates in Klaviyo that allow our designers to produce new campaign designs in 2–4 hours rather than rebuilding from scratch each time. This reduces design time by 60–70% after the first month — savings that directly improve our margins without any change to the client’s output quality.
7+8
Preview, Testing & Launch
Weeks 4–6 · Input: designed emails · Output: live, revenue-generating flows and first campaign
Every email passes a 15-point pre-send checklist before it is approved for scheduling. Testing covers rendering across 20+ device and email client combinations, functional testing of every link and CTA, spam score assessment, plain-text version review, and unsubscribe mechanism verification.
Pre-send checklist — 15 points, zero exceptions
☑ Subject line under 45 chars
☑ Preview text complete
☑ From name correct
☑ All links functional
☑ CTA button links correct
☑ Unsubscribe link active
☑ Physical address present
☑ Images render on mobile
☑ Plain text version present
☑ Spam score below 3.0
☑ Gmail render tested
☑ Apple Mail render tested
☑ Outlook render tested
☑ Audience segment correct
☑ Client approval confirmed
Launch does not mean press send and walk away. The first 4 hours after any new flow goes live or a campaign is sent, we monitor delivery rates, early open rates, and bounce signals in real time. If a deliverability anomaly appears — a sudden spike in soft bounces or an unexpected drop in open rate — we pause, diagnose, and correct before the send completes to the full audience.
Phase 3: Compounding — How the System Gets More Effective Every Month
Most agencies treat month two as a repeat of month one. Same process, same cadence, same deliverables. This produces flat performance. The compounding phase is where our process diverges most sharply from a standard agency model — because every month generates data that makes the next month more efficient and more effective.
9
Monthly Revenue Report
End of each month · Input: Klaviyo data · Output: revenue report you can share upstairs
Our monthly report has one purpose: show you exactly what email generated this month in plain, verifiable numbers — and what we are doing next month to grow it. No vanity metrics. No open rate graphs that look impressive and mean nothing. The report leads with revenue.
Monthly report structure
Section 1
Revenue summary — Total email-attributed revenue, flow revenue vs. campaign revenue split, email as % of total store revenue, month-over-month change
Section 2
Flow performance — Revenue per flow, open rate and click rate per flow, benchmark comparison, and any flows being rebuilt or optimised
Section 3
Campaign results — Revenue per campaign, RPR trend, best and worst performing campaigns with specific learnings applied forward
Section 4
Next month plan — Campaign calendar, flow optimisations scheduled, list growth initiatives, and A/B tests running
Since our invoice is calculated as 10% of the revenue figure in Section 1, we have no incentive to present that number generously. The number is the number — verified in your Klaviyo account, visible to you before the report is sent.
10
Continuous Optimisation
Ongoing · Input: performance data · Output: compounding improvement every month
Optimisation is not a vague commitment to “continuous improvement.” It is a specific, data-driven process that follows the same framework every month.
The monthly optimisation cycle
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Measure
RPR, revenue per flow, list health metrics
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Diagnose
What underperformed vs. benchmark and why
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Hypothesise
One variable change per A/B test
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Implement
Deploy the test, monitor the result
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Document
Learning applied to all future sends
The compound effect of this cycle is significant. A subject line test that produces a 3% improvement in open rate in month two applies to every campaign in months three through twelve — generating additional revenue without additional cost. Optimisation is how an email operation that generates $8,000/month in month one generates $14,000/month by month six, on the same list size.
The Cost Savings Built Into Our Model: Where We Save You Money Without Cutting Corners
The performance model aligns our incentives with yours on revenue. But it also creates a secondary alignment: every unnecessary cost we can eliminate improves our margins and allows us to invest more resource into the work that drives revenue. Here is every place in our operation where we save our clients money through smart structural choices.
Where our clients save money vs. the standard agency model
Cost item
Standard agency cost
With Outreach Gurkha
Agency retainer
$1,500–$5,000/month guaranteed
$0 upfront. 10% of revenue generated.
Email copywriting
$150–$400/email (US freelancer)
Included. In-house team, Kathmandu.
Email design (per template)
$200–$600/template
Included. Modular library built in month one.
Competitor email intelligence
$99–$299/month (MailCharts, Owletter)
Included. Manual capture process, no tool cost.
Email testing (Litmus/Email on Acid)
$79–$199/month
Included. Part of our standard testing process.
Deliverability monitoring
$49–$149/month
Included. Manual monitoring + free-tier tools.
Total monthly overhead
$2,077–$6,447/month (before you’ve sent one email)
10% of what email generates. Nothing more.
“The Nepal cost advantage is not a cheap labour story. It is an efficiency story. Senior talent at lower overhead means more resource can go into the work that generates revenue — and less into the administrative cost of running a Western-market agency.”
TL;DR — The 11-stage process in six sentences
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Phase 1 (Days 1–14) builds the foundation: onboarding, a 12-dimension Klaviyo audit, campaign calendar, and full technical setup. Nothing goes live until this is complete.
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Phase 2 (Days 14–45) runs the execution: copy written before design begins, 15-point pre-send testing, and real-time monitoring in the first 4 hours after any launch.
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Phase 3 (Month 2 onward) compounds: monthly revenue reports with no vanity metrics, and a five-step optimisation cycle that makes every month more effective than the last.
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Every result is visible in your Klaviyo account. No separate tracking system. No black box. The revenue number we report is the revenue number you see.
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Our Kathmandu-based team delivers senior copywriting, design, and strategy at significantly lower overhead than Western-market agencies — with zero quality compromise. The savings go into the work, not into our margins.
6
The total cost of running a retainer email operation — agency fees, tool costs, copywriting, design — runs $2,000–$6,000/month before you have generated a dollar. With us: 10% of what email generates. Nothing else.
Free Loom Audit — See Stage 2 Run on Your Account
We’ll Run Our Full 12-Dimension Audit on Your Klaviyo Account — For Free
The audit in Stage 2 — the same one that forms the strategic foundation of every engagement — is available to any Shopify store doing $10K+/month, at no cost and no obligation. We record a personalised Loom walkthrough of your actual account and deliver a specific gap analysis within 48 hours.
You will see your email revenue contribution vs. benchmark, every missing flow quantified in monthly revenue terms, your current deliverability status, and exactly what we would prioritise first if we worked together.
The audit is free. The work starts only when you decide to move forward. The invoice arrives only after the revenue does.
Request Your Free Klaviyo Audit →
OG
Outreach Gurkha
Performance-only email growth engine for Shopify stores. We run your entire email channel — strategy, copy, design, automation, and reporting — and charge 10% of the revenue we generate. Based in Kathmandu. Focused entirely on your revenue.