Services

ESP and CDP implementations

We help marketers unlock the full power of their email service providers (ESPs) and customer data platforms (CDPs) — from strategy to execution. And that starts with implementations.

What we do

We help teams implement or migrate to new email service providers (ESPs) and customer data platforms (CDPs) without the usual headaches. From strategy and setup to data and QA, we can manage some or all of the process so your team can stay focused.

Whether you're switching platforms or setting up for the first time, we handle both sides of the transition — resourcing your old and new ESPs simultaneously, transferring templates, updating dynamic syntax, warming IPs, and validating everything before launch.

We support ESPs and CDPs across email, SMS, push, webhooks, and even direct mail. If it touches your customer messaging stack, we’ve probably done it.

We work with top lifecycle marketing and customer data platform softwares

Partners

We work with top lifecycle marketing and customer data platform softwares

Partners

We work with top lifecycle marketing and customer data platform softwares

Partners

Types of projects we support

We support a wide range of implementation and migration projects. Don’t see what you need? If it involves an ESP, CDP, or marketing automation tool, chances are we’ve done it.

General implementations

General implementations

General implementations

General implementation and migration services

Setting up automations and journeys

Dual-platform support during transitions

Building custom audiences and suppression logic

Multi-channel orchestration (email, SMS, push, direct mail)

Training and documentation for internal teams

Email marketing

Email marketing

Email marketing

Email specific services during implementations

Lifecycle and segment planning

Template transfer and dynamic syntax updates

IP warming and deliverability support

QA and testing across platforms and channels

Consent and preference management

Data

Data

Data

Data services for CDP and ESP implementations

Data cleansing, modeling, normalizing

Custom integration builds

Syncing data from data warehouses, CRMs, POS, products, and web

General connection to data warehouses and reverse ETL tools

Webhook configuration and handling

Trusted by some of the world's fastest growing brands.

Trusted by some of the world's fastest growing brands.

Trusted by some of the world's fastest growing brands.

What our clients say about Scalero

Insights from teams that leveled up their marketing with Scalero.

Read more case studies

“We turned to Scalero after struggling with an email deliverability issue that was taking us a long time to resolve, affecting our business revenue. Scalero not only solved it in just a few days but also developed an innovative action plan that addressed the root cause.”

Gabriela Lopes

CRM Manager

"Scalero is so involved, familiar, and trusted by our team that sometimes it’s hard to remember they work for Scalero and not The Org."

Dylan Enright

COO

What our clients say about Scalero

Insights from teams that leveled up their marketing with Scalero.

Read more case studies

“We turned to Scalero after struggling with an email deliverability issue that was taking us a long time to resolve, affecting our business revenue. Scalero not only solved it in just a few days but also developed an innovative action plan that addressed the root cause. Their team consistently delivers creative solutions for both large and small programs, proving to be true problem solvers who step up when it matters most.”

Gabriela Lopes

CRM Manager

"Scalero is so involved, familiar, and trusted by our team that sometimes it’s hard to remember they work for Scalero and not The Org."

Dylan Enright

COO

What our clients say about Scalero

Insights from teams that leveled up their marketing with Scalero.

Read more case studies

“We turned to Scalero after struggling with an email deliverability issue that was taking us a long time to resolve, affecting our business revenue. Scalero not only solved it in just a few days but also developed an innovative action plan that addressed the root cause. Their team consistently delivers creative solutions for both large and small programs, proving to be true problem solvers who step up when it matters most.”

Gabriela Lopes

CRM Manager

"Scalero is so involved, familiar, and trusted by our team that sometimes it’s hard to remember they work for Scalero and not The Org."

Dylan Enright

COO

FAQ

What platforms do you work with?

We support a wide range of ESPs, CDPs, and customer data tools. On the ESP side, we’ve helped teams implement or migrate to platforms like Iterable, Customer.io, Braze, Bloomreach, Klaviyo, Salesforce Marketing Cloud (SFMC), Oracle Responsys, Cordial, Insider, and Attentive. For CDPs and data activation tools, we work with Simon Data, Segment, Hightouch, Census, and custom-built data environments. We also support integrations with CRMs, POS systems, analytics tools, and data warehouses like Snowflake and BigQuery. If it touches lifecycle marketing—email, SMS, push, or personalization—we’ve probably done it.

What platforms do you work with?

We support a wide range of ESPs, CDPs, and customer data tools. On the ESP side, we’ve helped teams implement or migrate to platforms like Iterable, Customer.io, Braze, Bloomreach, Klaviyo, Salesforce Marketing Cloud (SFMC), Oracle Responsys, Cordial, Insider, and Attentive. For CDPs and data activation tools, we work with Simon Data, Segment, Hightouch, Census, and custom-built data environments. We also support integrations with CRMs, POS systems, analytics tools, and data warehouses like Snowflake and BigQuery. If it touches lifecycle marketing—email, SMS, push, or personalization—we’ve probably done it.

What platforms do you work with?

We support a wide range of ESPs, CDPs, and customer data tools. On the ESP side, we’ve helped teams implement or migrate to platforms like Iterable, Customer.io, Braze, Bloomreach, Klaviyo, Salesforce Marketing Cloud (SFMC), Oracle Responsys, Cordial, Insider, and Attentive. For CDPs and data activation tools, we work with Simon Data, Segment, Hightouch, Census, and custom-built data environments. We also support integrations with CRMs, POS systems, analytics tools, and data warehouses like Snowflake and BigQuery. If it touches lifecycle marketing—email, SMS, push, or personalization—we’ve probably done it.

How long does a typical implementation take?

It depends on the complexity of your setup—number of journeys, templates, integrations, etc.—but most projects run between 4–10 weeks. We’ll give you a clear estimate after a discovery call.

How long does a typical implementation take?

It depends on the complexity of your setup—number of journeys, templates, integrations, etc.—but most projects run between 4–10 weeks. We’ll give you a clear estimate after a discovery call.

How long does a typical implementation take?

It depends on the complexity of your setup—number of journeys, templates, integrations, etc.—but most projects run between 4–10 weeks. We’ll give you a clear estimate after a discovery call.

Do you migrate templates and journeys too?

Yes. We’ll rebuild or adapt your templates, journeys, and dynamic logic to match the capabilities of your new platform—including Jinja, Handlebars, Liquid, or other syntax.

Do you migrate templates and journeys too?

Yes. We’ll rebuild or adapt your templates, journeys, and dynamic logic to match the capabilities of your new platform—including Jinja, Handlebars, Liquid, or other syntax.

Do you migrate templates and journeys too?

Yes. We’ll rebuild or adapt your templates, journeys, and dynamic logic to match the capabilities of your new platform—including Jinja, Handlebars, Liquid, or other syntax.

What kind of data work do you handle during implementations?

We clean, model, and structure your customer data so your new platform can segment and personalize reliably. We also configure event flows, attributes, suppression logic, and webhooks.

What kind of data work do you handle during implementations?

We clean, model, and structure your customer data so your new platform can segment and personalize reliably. We also configure event flows, attributes, suppression logic, and webhooks.

What kind of data work do you handle during implementations?

We clean, model, and structure your customer data so your new platform can segment and personalize reliably. We also configure event flows, attributes, suppression logic, and webhooks.

Can you handle both email and data platform migrations together?

Yes. Many of our projects involve migrating both ESP and CDP at once. We help you untangle dependencies, coordinate data syncs, and rebuild critical workflows to reduce risk and downtime.

Can you handle both email and data platform migrations together?

Yes. Many of our projects involve migrating both ESP and CDP at once. We help you untangle dependencies, coordinate data syncs, and rebuild critical workflows to reduce risk and downtime.

Can you handle both email and data platform migrations together?

Yes. Many of our projects involve migrating both ESP and CDP at once. We help you untangle dependencies, coordinate data syncs, and rebuild critical workflows to reduce risk and downtime.

Will our campaigns be down during the migration?

No. We structure migrations to avoid disruptions. We can run dual-platform operations temporarily or stage your launch in waves to ensure continuity.

Will our campaigns be down during the migration?

No. We structure migrations to avoid disruptions. We can run dual-platform operations temporarily or stage your launch in waves to ensure continuity.

Will our campaigns be down during the migration?

No. We structure migrations to avoid disruptions. We can run dual-platform operations temporarily or stage your launch in waves to ensure continuity.

What if we’re using multiple tools at once?

We’re used to supporting teams with complex stacks—CDPs, ESPs, CRMs, webhooks, and data warehouses. We’ll help you consolidate what makes sense, and connect what doesn’t.

What if we’re using multiple tools at once?

We’re used to supporting teams with complex stacks—CDPs, ESPs, CRMs, webhooks, and data warehouses. We’ll help you consolidate what makes sense, and connect what doesn’t.

What if we’re using multiple tools at once?

We’re used to supporting teams with complex stacks—CDPs, ESPs, CRMs, webhooks, and data warehouses. We’ll help you consolidate what makes sense, and connect what doesn’t.

Can you help us with IP warming and deliverability?

Definitely. We’ll guide your team through IP warmup, reputation monitoring, and DNS setup to ensure your messages reach the inbox from day one.

Can you help us with IP warming and deliverability?

Definitely. We’ll guide your team through IP warmup, reputation monitoring, and DNS setup to ensure your messages reach the inbox from day one.

Can you help us with IP warming and deliverability?

Definitely. We’ll guide your team through IP warmup, reputation monitoring, and DNS setup to ensure your messages reach the inbox from day one.

Can you train our team on the new platform?

Yes. We provide internal documentation, onboarding materials, and hands-on training to make sure your team can confidently manage and scale after launch.

Can you train our team on the new platform?

Yes. We provide internal documentation, onboarding materials, and hands-on training to make sure your team can confidently manage and scale after launch.

Can you train our team on the new platform?

Yes. We provide internal documentation, onboarding materials, and hands-on training to make sure your team can confidently manage and scale after launch.

What makes Scalero different from other agencies or consultants?

We don’t just advise—we execute. We bring deep experience across both strategy and implementation, with a bias toward clean handoffs, faster launches, and high-performing marketing programs.

What makes Scalero different from other agencies or consultants?

We don’t just advise—we execute. We bring deep experience across both strategy and implementation, with a bias toward clean handoffs, faster launches, and high-performing marketing programs.

What makes Scalero different from other agencies or consultants?

We don’t just advise—we execute. We bring deep experience across both strategy and implementation, with a bias toward clean handoffs, faster launches, and high-performing marketing programs.

Let's do this

Scalero can help you with your email, lifecycle and data needs, no matter your team or tech stack.

Book an intro call

Or send an email to hello@scalero.io to let us know what you need.

Let's do this

Scalero can help you with your email, lifecycle and data needs, no matter your team or tech stack.

Book an intro call

Or send an email to hello@scalero.io to let us know what you need.

Let's do this

Scalero can help you with your email, lifecycle and data needs, no matter your team or tech stack.

Book an intro call

Or send an email to hello@scalero.io to let us know what you need.