Alison's Montessori

Operating challenge

The team was managing email marketing in Klaviyo with limited personalization, manual campaign work, template limitations, deliverability questions, and weak Salesforce alignment. Shopify orders, Smile loyalty, wishlist behavior, engagement history, and customer records needed to become more connected.

What Lodestone shaped

• Framed a Marketing Cloud Account Engagement roadmap as a replacement path for disconnected campaign management.
• Mapped purchase, engagement, loyalty, and wishlist data into a more unified Salesforce audience view.
• Planned automated journeys, segmentation, subscription governance, compliance, reporting, and training.
• Reviewed how ecommerce data could support better customer lifecycle marketing.

Resulting direction

• Alison's Montessori gained a clearer route to centralize audience and customer activity in Salesforce.
• Marketing automation could be tied to real purchase and engagement behavior.
• Reporting could move closer to revenue and customer lifecycle outcomes instead of campaign activity alone.

Profile context

Montessori education materials and ecommerce brand

Education commerce brand serving educators, schools, and families with Montessori materials and customer lifecycle marketing needs.