WELCOME ABOARD · YOUR ONBOARDING STARTS HERE
This page is your entire onboarding — three quick things from you, and we handle everything else. Most clients are done in under 20 minutes.
THE FLIGHT PLAN
From today to conclusive, compounding results — here's the whole journey.
YOUR PART — DO THESE FIRST
The agreement, the form, the call — that's your whole part. The more you give us, the faster and sharper we work.
You've seen the roadmap and how the partnership works. To make it official, review and settle the work agreement & invoice — both are in your email. The moment payment lands, work begins and your Slack invite follows: that's where all communication lives.
Your products, audience, brand voice, goals and offers — plus Klaviyo & store access and brand assets, all handled inside the form. One sitting, ~10 minutes, and we have everything we need.
Open the form →30–45 minutes with Sunlo's co-founders and the team running your account — our plan of attack, your questions answered, everyone aligned. Already booked your call with us? Skip this step.
Pick a time →OUR PART — WHAT YOUR RETAINER BUYS
A complete email engine — strategy, design, testing and reporting — tailored to your brand and built for tangible results.
A customised email strategy aligned to your business goals and audience — your ideal customer identified, clear targets set, KPIs defined from day one.
Your audience split into targeted groups by interest and behaviour — so every send is personal to where each customer sits in the funnel.
Compelling emails that capture attention, drive engagement and convert — designed in your brand and optimised for every device and inbox.
High-converting pop-up and sign-up forms, built in your brand — continuously tested and refined to grow your list with engaged, qualified leads.
Subject lines, designs, send times, content — everything tested, always. Conclusive data on what your audience actually responds to.
Detailed reports twice a week — opens, clicks, conversions and the next moves — plus bi-weekly check-in calls to keep us perfectly aligned.
SCOPE, DRAWN IN INK
We do one thing at a world-class level. So you always know where the line is:
We optimise emails to convert — we don't build funnels or sites.
We don't create or manage social accounts.
Search engine optimisation isn't our craft — email is.
We grow email lists and email revenue — not follower counts.
THE PARTNERSHIP
The clients who win biggest with us all do the same four things — and there are a few lines we ask everyone to respect.
▪ MAKES IT GREAT
Understand our approach and how it fits your vision — someone on your account always answers promptly.
We experiment with different angles to find what works. Be open to new ideas — you always keep final say.
Like a financial adviser, we do our best work with your trust. Let the data lead.
Prompt feedback and approvals keep the momentum — and the results — coming.
▪ MAKES IT WELL... NOT SO GREAT
Slack is home base. If we never hear from you, the work can't move forward.
Please give 24-hour notice for cancellations — emergencies excepted, always.
Treat our team the way you treat your best customers. Harassment ends the partnership immediately.
HOW WE WORK TOGETHER
COMMUNICATION
Slack, always on YOUR OWN CHANNEL — QUESTIONS ANSWERED PROMPTLYCHECK-INS
Bi-weekly calls PLAN, PROGRESS, PRIORITIES — FACE TO FACEREPORTING
Twice a week OPENS, CTR, CONVERSIONS + ACTIONABLE INSIGHTSTHAT'S EVERYTHING
Checklist done? Then you're done. Next stop: your kickoff call — and emails your customers screenshot.
SEE YOU ON THE KICKOFF CALL · ☀