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Ads, email and CRO in one team

A Shopify marketing agency that owns the whole funnel, not just the ad account

Paid media, Klaviyo email and SMS, and conversion work run by one team against a single blended target — so nobody can blame the traffic for the conversion rate or the site for the ROAS.

No lock-in contracts · You own your ad accounts and data · Audit results in 48 hours

$10M+Ad spend managed
4.7xAverage blended ROAS
50+Shopify stores scaled
48hTo your free audit

Trusted by 50+ D2C brand founders

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What does a Shopify marketing agency do?

A Shopify marketing agency runs the full commercial funnel for a Shopify store — paid acquisition, email and SMS retention, and conversion rate work — and is measured on total store revenue against total marketing cost rather than on any single channel's reported return.

The distinction from a media buying agency is scope, and it matters more than it sounds. Paid ads, email and the store itself are three levers on the same number. Push acquisition without fixing conversion and you buy expensive traffic that bounces. Fix conversion without retention and every month restarts from zero. Run email well while the ads chase the wrong customers and the flows have nobody worth nurturing. Split across three suppliers, each optimises its own metric and none owns the outcome.

Held together, the arithmetic changes. Contribution margin on a Shopify store is a function of what you pay to acquire a customer, how many visitors convert, and how much a customer is worth over their lifetime. An agency accountable for all three can trade between them — accept a higher acquisition cost when repeat purchase rate justifies it, or cut spend and invest in conversion when it does not. An agency accountable for only one has to defend that one, whatever the store needs.

In practice the work runs on three tracks concurrently. Paid media across Meta, Google and TikTok, weighted toward whichever channel is paying back rather than split evenly for tidiness. Klaviyo email and SMS covering the flows that do the heavy lifting — welcome, browse and cart abandonment, post-purchase, winback — because flow revenue compounds while campaign revenue is spent the day it is sent. And conversion work on the templates carrying the traffic, so the same spend produces more orders.

All of it reports blended. Meta, Google and Klaviyo will each claim the same order, so their reported returns add up to considerably more revenue than the store actually took. We report total spend against total revenue, alongside new customer acquisition cost and contribution margin, because that is the number that decides whether the business is growing or simply spending more to stand still.

Channels run
Meta, Google and TikTok ads, plus Klaviyo email and SMS and on-store CRO
Ad spend managed
$10M+ in ad spend managed for Shopify and DTC brands
Blended ROAS
4.7x average blended ROAS across managed accounts
Stores scaled
50+ Shopify stores scaled
Audit turnaround
Free store and ad account audit, with findings back in 48 hours
How results are reported
Blended ROAS, new customer acquisition cost and contribution margin — not platform ROAS
Contract terms
Month to month with no lock-in; your ad accounts, Klaviyo and store stay yours
Team model
One senior team across ads, email and CRO, so no channel can blame another
91%Client retention — brands stay because the numbers work
4.9/5Average rating across 180+ verified reviews
Meta & GoogleCertified Meta Business & Google Partner
“Optimize Goal scaled our Meta and Google spend 3x while holding a 4.5x blended ROAS. The reporting finally ties ad spend to real revenue.”
Priya N. — Founder, DTC skincare brand

A Shopify marketing agency obsessed with profit, not vanity metrics

Optimize Goal is a Shopify and ecommerce performance marketing agency for DTC brands across the US, UK, and beyond. We run Meta, Google, and TikTok ads, back them with creative and CRO, and report blended ROAS tied to real revenue. As a full-funnel Shopify digital marketing agency, we combine PPC (Google and Meta), retention, and CRO — a single marketing agency for Shopify brands that ties every channel back to profit. Need a dedicated Shopify PPC agency? Our paid search team manages Google Search, Shopping, and Performance Max for Shopify stores end to end.

Senior media buyers

Your account is run by a senior buyer, never handed off to a junior.

Profit-first strategy

We optimize for blended ROAS and new-customer revenue, not vanity clicks.

Full-funnel creative

An in-house studio feeds your ads with fresh, tested creative every week.

Transparent reporting

Live dashboards tie every dollar of spend to real Shopify revenue.

Full-funnel paid media, built for Shopify

One team running every paid channel against a single goal: profitable, trackable revenue for your store.

Meta Ads (FB & IG)

Full-funnel prospecting and retargeting on Facebook and Instagram, built around creative that converts cold traffic into buyers.

Google & Shopping

Search, Performance Max, and Shopping campaigns that capture high-intent demand and feed your Shopify catalog.

TikTok Ads

Native, hook-driven video ads that reach new audiences and drive first-purchase revenue at a profitable CPA.

Creative & UGC

A creative engine of statics, UGC, and video, tested weekly so your winning ads never run dry.

Landing pages & CRO

Conversion-focused landing pages and on-store A/B tests that lift the conversion rate your ads pay for.

Tracking & attribution

Server-side tracking and blended reporting so you know which channel actually drives Shopify revenue.

Full-funnel growth that makes every click pay back

Paid ads bring the traffic. Klaviyo email and SMS, CRO, and retention make sure it converts and comes back, the full funnel a modern Shopify marketing agency should own.

Email & SMS (Klaviyo)

Klaviyo flows and campaigns that turn first-time buyers into repeat revenue.

Conversion rate optimization

On-store A/B testing and CRO so more of your paid traffic converts to sales.

Creative & UGC studio

Scroll-stopping statics, UGC, and video, produced and tested in-house.

Retention & LTV

Post-purchase flows and audiences that grow lifetime value, not just first orders.

How it works

A clear path from spend to scale

  1. Free Shopify audit

    We audit your ad accounts, store, and tracking, then show you exactly where revenue is leaking and the size of the opportunity.

  2. Strategy & forecast

    You get a channel plan, creative angles, and a spend-to-revenue forecast before a single dollar is committed.

  3. Launch & test

    We launch campaigns and run structured creative and audience tests to find profitable winners fast.

  4. Scale & report

    We scale what works, kill what doesn’t, and report blended ROAS tied to real Shopify revenue every week.

The difference

Built differently from a typical agency

A profit-focused growth partner

  • Senior media buyer on every account
  • Weekly creative testing in-house
  • Server-side tracking & blended ROAS
  • Landing-page & CRO support included
  • Transparent reporting, no lock-in

One generalist, stretched thin

  • One hire juggling every channel
  • Limited creative testing capacity
  • Tracking gaps and messy attribution
  • Tooling and ad costs stack up fast
  • Hard to scale when you grow

Junior buyers, cookie-cutter setup

  • Account handed to a junior
  • Template strategy for every client
  • Vanity metrics over real revenue
  • Slow, monthly-only reporting
  • Long lock-in contracts

Specialists in scaling DTC Shopify brands

Deep experience across the categories that win on Shopify, so your strategy starts with proven category data.

Simple management, no lock-in

One transparent monthly fee. We scale spend only when the numbers justify it.

Scope

Who this is for, and what you get

Who we do this for

  • Shopify brands whose channels are split across three suppliers who each report success while revenue is flat
  • Stores where paid ads work but nothing happens after the first order, so growth resets every month
  • Founders whose Meta, Google and Klaviyo dashboards together claim more revenue than Shopify recorded
  • Brands at a plateau where more ad budget stops producing proportionate revenue
  • Teams that need email and SMS built properly rather than a welcome flow and occasional campaigns
  • Merchants who want Shopify marketing services measured on contribution margin their CFO can defend

What is included

  • Full audit of ad accounts, Klaviyo, store analytics and tracking
  • Blended channel strategy weighted to what actually pays back
  • Meta, Google and TikTok campaign management
  • Creative testing on a weekly cadence across paid social
  • Klaviyo flow build-out: welcome, abandonment, post-purchase, winback
  • Segmentation and SMS where it earns its place beside email
  • Conversion work on the templates carrying the most traffic
  • Pixel, CAPI and GA4 wired to Shopify checkout and verified
  • Weekly blended reporting on spend, revenue, CAC and margin
  • A live dashboard you can open without waiting for a report
How to choose

One team across the funnel vs. a specialist agency per channel

Most growing Shopify brands end up with an ads agency, an email freelancer and a developer. Here is what that arrangement costs that nobody invoices for.

What to compareOne team, one targetA supplier per channel
What each party optimisesBlended profit across the whole funnelTheir own channel's reported metric
When results disappointOne team diagnoses across ads, email and siteAds blame the site, the site blames the traffic, email blames both
AttributionOne blended view reconciled against Shopify ordersThree dashboards claiming the same orders
Speed of a fixA landing page problem found on Monday is fixed the same weekRaised with the ads agency, passed to a developer, scheduled
Budget decisionsMoved between channels as payback dictatesEach supplier argues for their own budget to grow
Where it fits less wellBrands with a strong in-house team wanting one specialist channel filledGenuinely deep single-channel expertise on a very large account

Why blended ROAS is the only number that survives contact with your bank

Every advertising platform reports on the assumption that it caused the sale. Meta counts a purchase it believes it influenced within its window; Google counts the same purchase if a search touched the journey; Klaviyo counts it if an email was opened first. None is lying, and adding them together produces a revenue figure the store never took. Brands routinely discover their platform-reported revenue exceeds actual sales by a wide margin, and every budget decision built on that gap is wrong in the same direction.

Blended reporting sidesteps the argument. Total marketing spend divided into total store revenue gives a single number that cannot be double-counted, because Shopify only recorded each order once. Tracked over time, blended ROAS — or MER, the same idea inverted — tells you whether adding budget is adding revenue, which is the only question that matters when deciding whether to spend more.

The companion metric is new customer acquisition cost, because blended ROAS on its own can be flattered by retention. A store selling more to existing customers looks efficient while acquiring nobody new, which is a pleasant quarter and a shrinking business. Tracking what it costs to acquire a genuinely new customer, against what that customer is worth over their lifetime, is what separates growth from harvesting.

Klaviyo email and SMS: the flows that carry the revenue

Email is where Shopify economics are usually rescued, because it is the only channel whose cost does not rise with volume. The distinction that matters is between flows and campaigns. Campaigns are sent once and earn once. Flows run automatically against behaviour and keep earning for as long as they are switched on, which is why a store with well-built flows and no campaign calendar usually outperforms the reverse.

A small number of flows do most of the work: welcome for new subscribers, browse and cart abandonment for people who showed intent and stalled, post-purchase to turn a first order into a second, and winback for customers drifting out of their normal cycle. Most stores have some of these in the default form Klaviyo installs, which is a starting point rather than an implementation — untimed, unsegmented, and often still using the template copy.

Segmentation is what separates a list from an asset. A first-time buyer, a repeat customer and someone who has not opened anything in six months should not receive identical messages, and sending to everyone every time trains inbox providers to stop delivering you. SMS sits alongside where it earns its place: high-urgency, low-frequency, and used sparingly, since it is an expensive way to annoy people and a very effective one to recover a cart.

Fixing the store before spending more to send traffic to it

Conversion rate is a multiplier on every marketing pound, which is why it is usually the cheapest lever available and the last one anyone pulls. Lifting conversion improves the return on ads, email and organic simultaneously and permanently, whereas an ad improvement helps only the ads. For a store already buying traffic, the work that makes that traffic convert better is frequently worth more than the work that buys more of it.

On Shopify the recurring culprits are consistent. Mobile speed, since most sessions are on phones and each app added to the theme has usually made it slower. Product pages that describe features and never address the objection stopping the purchase. Cart and checkout friction — unexpected shipping cost, forced account creation, too few payment methods. And a mismatch between what an ad promised and what the landing page says when someone arrives.

Because we run the ads as well as the store work, that last one gets caught rather than argued about. When a campaign underperforms, the question of whether it is the creative, the audience or the page is answered by the team that owns all three, in the same week — instead of becoming a conversation between an ads agency and a developer who have never spoken and have no shared target.

FAQ

Questions Shopify founders ask us

Do you only work with Shopify stores?

Yes. We focus exclusively on Shopify and Shopify Plus brands, so our tracking, creative, and landing-page playbooks are built for the platform.

What ad budget do I need to work with you?

Most clients spend at least $15k/month across channels. If you’re below that, the free audit will tell you whether paid is the right next step.

How fast will I see results?

You’ll get audit findings in 48 hours. Most accounts see meaningful movement in profitable spend within the first 30 to 60 days.

How do you track and report ROAS?

We set up server-side tracking and report blended ROAS tied to actual Shopify revenue, not just in-platform numbers that overstate results.

Are there long-term contracts?

No lock-in. We work month to month because we’d rather earn your business with results than hold it with a contract.

Do you make the ad creative too?

Yes. Our in-house team produces statics, UGC, and video, and tests new creative every week so winners keep scaling.

Which ad channels do you actually run?

We run Meta (Facebook and Instagram), Google and Shopping, and TikTok ads, then weight the mix toward wherever your store can scale profitably.

Do you handle Klaviyo email and CRO too?

Yes. Beyond paid ads we run Klaviyo email and SMS, conversion rate optimization, and creative, so the whole funnel works together.

Do you work with US and UK Shopify brands?

Yes. We work with DTC Shopify and Shopify Plus brands across the US, UK, and other English-speaking markets.

What makes you different from other Shopify marketing agencies?

Senior buyers on every account, weekly in-house creative testing, profit-first optimization, and transparent reporting, with no lock-in contracts.

What is the difference between this and your Shopify ads service?

The Shopify ads service covers paid media specifically — Meta, Google and TikTok run in depth for stores that already have email and conversion handled. This engagement covers the whole funnel: those same ads plus Klaviyo email and SMS and on-store conversion work, run by one team against one blended target. Brands who need acquisition fixed should look at the ads service; brands whose problem is that growth resets every month, or whose channels are fragmented across suppliers, want this one.

Do you handle Klaviyo email and SMS as well as ads?

Yes, and for most stores it is where the fastest margin improvement sits. That covers the flows doing the heavy lifting — welcome, browse and cart abandonment, post-purchase, winback — plus segmentation, campaign calendar and SMS where it genuinely adds something rather than duplicating email. Flow revenue compounds because it runs automatically against behaviour, which is why we build flows properly before worrying about the sending schedule.

How do you report results across so many channels?

Blended. Total marketing spend against total Shopify revenue, plus new customer acquisition cost and contribution margin where you can share cost data. Platform figures are shown because bidding runs on them, but they are treated as inputs rather than results — Meta, Google and Klaviyo will each claim the same order, so their combined reported revenue always exceeds what the store actually took. You get a weekly written report and a live dashboard you can open whenever you want.

Which channels do you actually run?

Meta, Google and TikTok on the paid side, Klaviyo for email and SMS, and conversion work on the store itself. Budget is weighted toward whichever channel is paying back rather than split evenly, and that weighting changes as the numbers change. We do not run every channel that exists — if the honest answer for your store is that a channel is not worth entering yet, we will say so rather than adding a line item.

What ad spend do I need to work with you?

Full-funnel management makes sense once spend is high enough that improving its efficiency is worth more than the management fee. Below that threshold the audit usually identifies tracking fixes, flow gaps and conversion problems worth more than ongoing management would be, and we would rather hand you that list than take a retainer that eats the budget it is meant to improve. The free audit will tell you which situation your store is in.

Do you work with stores that are not on Shopify?

Our playbooks, tracking setups and conversion work are built specifically around Shopify and Shopify Plus, which is where the depth is. We do run paid media for brands on other platforms through our broader ecommerce marketing engagement, but if you are on Shopify you benefit from the platform-specific work — checkout-accurate tracking, theme-level conversion changes, and app stack decisions — that a platform-agnostic agency has to treat as somebody else's job.

Do you make the creative and write the emails?

Yes, both are in-house. Statics, UGC and video for paid social, tested weekly so winners are found by process rather than instinct, and the email and SMS copy and design for Klaviyo flows and campaigns. Having creative and media buying in one team matters more than it used to, because on paid social the creative is effectively the targeting — the ad decides who the algorithm goes looking for.

Will you work with our existing developer or agency?

Yes, and it is a normal arrangement. Where you have a developer you trust, we hand over specified conversion work rather than insisting on doing it ourselves. Where you have an agency running one channel well, we can take the rest. What we would flag honestly is that split ownership is where accountability tends to leak, so it is worth agreeing up front who owns the blended number when the channels disagree about whose fault a bad month was.

How is this different from a Shopify development agency?

A development agency builds and maintains the store — themes, code, integrations, speed. A Shopify marketing agency drives and converts traffic to it. They meet at conversion rate, which is why we do both: the store work our marketing surfaces as necessary is handled by the same senior team rather than raised as a ticket for someone else. If you need a build or a replatform rather than growth, our Shopify development service is the right starting point.

What happens to my accounts if we stop working together?

Nothing moves, because nothing was ever held by us. Your ad accounts, Klaviyo account, Shopify store and analytics properties are all in your name with you as owner throughout. Flows, audiences, creative and documentation stay where they are and remain yours to use. We work month to month with no lock-in, on the basis that the work should be worth renewing rather than difficult to leave.

Can you improve customer lifetime value, not just acquisition?

That is usually where the largest gain is, and it is the half most acquisition-only agencies never touch. Repeat purchase rate is a lever on what you can afford to pay for a new customer: raise it and a higher acquisition cost becomes rational, which unlocks audiences your competitors cannot afford. The work is post-purchase flows, replenishment timing matched to actual consumption cycles, segmentation by purchase behaviour, and winback before a customer has genuinely gone.

2–3 partners a month

Ready to see what your account can do?

Book a free, no-obligation audit call. We will show you exactly where the opportunity is — and you decide what happens next.