Certified Customer.io partner agency

Behavioral messaging for product-led teams.

Operator for Customer.io's webhook-first stack. Journeys, Campaigns, and Liquid run by an agency that ships, not briefs.

Customer.io gives product and growth teams the event-driven messaging infrastructure to reach users at exactly the right moment, based on what they actually do in the product, not when a campaign was scheduled.

Certified Customer.io partner agency

Customer.io is a behavioral messaging platform built around event streams — code-first with a flexible UI. Best for SaaS and PLG; apps where in-product behavior drives messaging; teams with engineering to set up the event pipeline; $5M-$50M ARR.

What a Customer.io partner agency actually does

Customer.io capabilities.

Production-grade Customer.io work, not theoretical knowledge. Each line below maps to programs we've shipped — across the platform's actual surface area, not the marketing site's.

Event + data

Event + Data Architecture.

The event pipeline set up right — Segment or Rudderstack wired in, event taxonomy and identity resolution instrumented so messaging fires on what users actually do.

Onboarding

Onboarding + Activation Flows.

Flows that fire on usage milestones, not a scheduled drip. Reach users the moment they hit — or miss — the actions that predict activation.

Lifecycle

Behavioral Lifecycle Programs.

Engagement scoring and churn signals driving lifecycle messaging. Reach the right user at the right moment based on in-product behavior.

Campaigns

Broadcast + Transactional Campaigns.

Broadcast and scheduled sends plus transactional messaging, built on the same event data and Liquid templating as the automated program.

Journeys

Journeys Architecture.

Visual multi-branch Journeys, documented for handoff — built so a marketer can actually read and edit them next quarter, not just the engineer who set them up.

Migrations

From any tool.

Iterable, Braze, Mailchimp, Klaviyo, SFMC, Marketo, HubSpot, Responsys, in-house. Parallel-write data integrity, event taxonomy mapped, templates rebuilt in Liquid. Recent: full Claimable migration off legacy ESP onto Customer.io with ongoing ops.

Customer.io vs

When Customer.io is the right call.

Use Customer.io when you're SaaS or PLG with engineering available, behavioral logic drives messaging, you're $5M-$50M, and you're cost-conscious versus Braze or Iterable. Use Iterable when you need more channels or a larger team. Use HubSpot when you're B2B with a sales team.

How we work

Phased delivery.

Each phase has a defined output. Nothing ships without one.

Audit + plan.

Full Customer.io workspace review or net-new implementation plan. Attribute + event taxonomy, Journey architecture, deliverability, template pipeline. Gap list sized by revenue.

Build + ship.

Journey builds, Campaign architecture, webhook integrations, template systems, content blocks. Channels launched in order of impact — email, SMS, push, in-app, webhooks.

Data + Integrations.

Data Pipelines (CDP) wired up, identity resolution, Collections + Objects populated, warehouse export running. Reporting built on real numbers.

Operate.

Ongoing campaign ops, experimentation, optimization. We run your Customer.io week over week — not a project handoff, an operating partner.

Recent Customer.io work

It works on Customer.io.

Claimable

End-to-endCustomer.io stack · migration through ongoing ops

Built and run the entire Customer.io stack for Claimable — migration onboarding through long-term ongoing channel management. The full lifecycle: implementation, Journeys, Campaigns, Liquid templates, deliverability, and week-over-week operations.

National non-profit

LiveLarge non-profit CRM · end-to-end on Customer.io

Run the CRM end-to-end for a national non-profit organization on Customer.io. Journeys, Campaigns, multi-channel (email, SMS, push), Liquid templating, deliverability, and ongoing channel management — the full operating partnership.

FAQ

Questions we hear.

Quick answers to what Customer.io admins ask us before a kickoff. Want to dig in on something specific — book a call and we'll walk through your account.

Can you take over our Customer.io workspace?

Yes — workspace takeover is the common shape. The first two weeks are a full audit: Journey review, attribute + event taxonomy, Segment hygiene, deliverability, webhook integrations, Liquid template debt. You get a ranked gap list and the operating cadence picks up in week three.

What's the turnaround on a new Campaign or Journey?

Five to ten business days for a standard transactional or lifecycle Campaign — copy, Liquid build, QA, deliverability check. Multi-channel Journeys with webhook steps and Collections dependencies usually run two to three weeks.

Will you handle the webhook integrations and Data Pipelines?

Yes. We write the inbound and outbound webhook handlers, set up Customer.io Data Pipelines (the Segment-acquired CDP), wire the warehouse with reverse-ETL, and instrument the events that earn their cost. The engineering side of lifecycle is part of the engagement.

We're migrating to Customer.io. Can you handle the technical work?

Yes. We've pulled brands off Iterable, Braze, Mailchimp, Klaviyo, SFMC, Marketo, HubSpot, Responsys, and in-house systems onto Customer.io. Event taxonomy mapped, parallel-write integrity, templates rebuilt in Liquid, deliverability preserved. Recent: Claimable's full stack from legacy ESP to Customer.io with ongoing ops.

Are you writing the Liquid and content, or just planning?

All in-house. Liquid templates, content blocks, Collections configuration, webhook code, Data Pipelines wiring, QA. You don't need to staff a separate Customer.io engineer alongside us.

In their words

What the teams say.

BRCG operates like they're part of our team. Senior people doing the actual work, fast turnarounds, and they understand the complexity of our scale without needing hand-holding.

Director of CRM

Discord

Discord

Not sure if Customer.io is right for you?

Book a call. We'll tell you honestly — and back it with data from programs we've built on every platform we partner with.

Book a call