What We Do
Specialized email program management for organizations that run complex, high-stakes email programs.
One team. End to end.
Vertex manages email programs across four core service areas. Strategy isn't a separate offering. It's embedded in how we approach every piece of work, from a single campaign deployment to a full program overhaul. Whatever your program needs, we bring the depth, the platform expertise, and the operational discipline to get it done.
Full Email Program Management
Full ownership for organizations that need more than their platform can give them.
A managed email program means Vertex runs the work. We embed with your team, learn your calendar, your audience, and your systems, and we take ownership of the day-to-day execution that keeps your program moving. You stay focused on strategy and organizational priorities. We make sure the emails go out correctly, on time, every time.
WHAT THIS LOOKS LIKE IN PRACTICE
We manage your production calendar and campaign workflow.
We build and code HTML emails using your brand templates.
We set up, configure, and deploy campaigns across your ESP.
We handle audience segmentation, list management, and data extension application.
We run thorough QA on every send before it goes anywhere near your subscribers.
We troubleshoot when things break and build backup coverage plans so your program never stops.
We communicate directly with your team and document everything so nothing lives only in someone's head.
This is not a consulting arrangement. It is an embedded operational partnership built around your program and your team.
WHo This is For
Associations and membership organizations with high-volume, recurring email programs.
Retention-driven businesses with complex lifecycle and triggered campaigns.
Any organization where email is too important to leave understaffed.
Email Strategy and Lifecycle Design
Deep platform expertise, applied to the program you already have.
You have an email program. You may not have the lifecycle architecture, segmentation strategy, or engagement design behind it that turns the channel into something more. That's where Vertex comes in.
We approach lifecycle design as a system, not a stack of disconnected campaigns. We design welcome and onboarding series, renewal and retention sequences, re-engagement journeys, segmentation strategy, and the content cadence that holds it all together. The work is grounded in years of running these programs for associations, membership organizations, and retention-driven businesses.
This service is for you if your email program is active but not architected. You have the channel. You need the strategy and structure that make it perform.
What We Support
Platform configuration and ongoing management.
Deliverability monitoring and reputation management.
SPF, DKIM, and DMARC setup and maintenance.
Automation builds and triggered send management.
List hygiene and subscriber base health.
Template management and QA workflows.
Platforms We Work In
HubSpot
Salesforce Marketing Cloud
iPost
Braze
ActiveCampaign
Eloqua
Marketo
Others
ESP Migration and Implementation
Platform transitions handled start to finish, without disrupting your program.
Switching ESPs is one of the highest-risk things an email program goes through. Data can get lost. Automations break. Deliverability takes a hit. Subscribers fall through gaps. And the team managing it is usually stretched thin trying to run the current program at the same time.
Vertex manages migrations end to end. We plan the transition, move your data cleanly, rebuild your automations, configure authentication on the new platform, and make sure your program keeps running throughout the process. We've done this before. We know where things go wrong, and we know how to prevent it.
What a Migration With Vertex Includes
Platform assessment and transition planning.
Data migration and list transfer with full integrity validation.
Template and automation rebuild in the new environment.
Authentication configuration and IP warmup planning.
Parallel testing before cutover.
Deployment continuity throughout the transition.
The goal is simple: your subscribers should not notice anything changed.
Program Audit and Assessment
A structured evaluation of where your program stands, and a clear path forward.
Most email programs have problems that nobody has fully mapped. Deliverability issues that quietly erode reach. Automations that fire incorrectly or not at all. Segmentation that made sense three years ago but no longer reflects the audience. Templates that don't render correctly on mobile. A testing program that doesn't exist.
A Vertex program audit surfaces all of it. We go into your program, review every layer, and come out with a structured assessment of what's working, what isn't, and what needs to change.
What an Audit Covers
A full review of your email types — promotional, triggered, transactional, and lifecycle.
Engagement metrics analysis across your subscriber base.
Technical infrastructure review including sending domains, IP setup, and authentication.
List health and hygiene assessment.
Journey mapping and lifecycle gap identification.
Platform configuration and deliverability review.
A structured set of findings and prioritized recommendations.
Audits are designed to give you clarity. They are also the most direct way to understand exactly what a longer engagement with Vertex would address. Most clients who go through an audit know what they want to fix by the time it's done.
Who We Serve
We work with organizations where email is not a campaign channel. It is the infrastructure of the relationship.
Membership-Based Organizations
Associations, professional societies, and member-driven organizations that rely on email to communicate, retain, and engage their membership base.
Publishers and Media Organizations
Content-driven organizations with high-frequency sends, complex segmentation, and audiences that expect consistency.
Mission-Driven and Nonprofit Organizations
Organizations where email carries real stakes and where getting it right matters to the people they serve.
Subscription and Recurring Revenue Businesses
Companies where lifecycle marketing drives retention, and where the email program is directly connected to revenue.
We also work with businesses outside these verticals where email plays a central role in customer revenue and long-term relationship management. If email is core to how you keep customers, we should talk.
Not sure which service fits your situation?
Tell us what you're working with. We'll figure it out together.