How We Can Help

We help you understand who your audience is, what they need, and how to build the marketing programs that turn that knowledge into real revenue.

  • Good strategy starts with the right intelligence. We can build it from the ground up, pressure-test what you already have, or bring a fresh perspective to something you haven't had the bandwidth to fully explore.

    • Customer & competitive intelligence

    • Customer and donor journey analysis

    • Audience segmentation and positioning

    • Messaging and value proposition development

    • Growth and revenue strategy

    • Go-to-market strategy

    • Full-funnel acquisition and retention strategy

  • Execution & Optimization

    Great strategy deserves to actually get made. We step in wherever it's useful — building from scratch, scaling what's working, or figuring out together why something isn't landing the way it should.

    • Lifecycle architecture and CRM buildout

    • Email and SMS strategy and execution

    • Marketing automation and workflow design

    • Retention, expansion, and reactivation programs

    • Conversion rate optimization

    • Landing page and customer experience strategy

    • Platform implementation (HubSpot, Marketo, Klaviyo)

    • Paid media strategy & execution

  • Not every problem needs an AI solution — and knowing the difference is half the work. We help you cut through the noise, figure out where it genuinely creates value, and can build the systems to back it up.

    • AI strategy, roadmap, and governance

    • Custom LLMs and AI agents

    • Internal AI operating model design

    • AI visibility and discoverability (SEO, AEO, GEO)

    • Klaviyo AI Implementation

    • Optimizely Opal implementation

  • Some decisions are too important to make without a trusted sounding board. We work alongside executives and their teams as a real strategic partner. The kind who gets to know your business deeply and brings a perspective that helps you lead with more clarity.

    • Executive advisory retainers

    • Agency and internal team training, upskilling your team, workshops, and capability building

    • Quarterly and annual planning

    • Budget and performance guidance

    • Board and stakeholder narratives

    • Leadership workshops and offsite facilitation

Let's Chat

Proud to have partnered with:

Dow Janes

McGraw Hill

Adobe

Far Niente

Humane Society

Nickel & Nickel

Ways We Work

Ongoing Retainers

Every retainer is built around what you really need. Some clients want a full strategic and execution partner across every workstream. Others need us focused on one specific area — lifecycle, strategy, optimization, or something in between. We scope it together and adjust as your priorities evolve.

Project Based Work

Not every engagement needs to be ongoing and some of the most impactful work we do is scoped to a specific outcome. That might look like a one-time AI visibility overhaul with a roadmap your team runs with, or a quarterly audit where we dig into what your team has built, pressure-test it, and hand you a clear set of priorities for the next 90 days. For smaller and scaling teams especially, it's a practical way to get senior eyes on the work without a long-term commitment.

The Meridian Promise

Good work with good people. That was the idea when we started Meridian and it still drives every decision we make. Making senior-level work accessible to the right people and missions is something we care deeply about — we'll always put in the effort to find the right solution for where you are.

Partners & Platforms

  • WineHub

    From standing up wine club structures and loyalty tiers to building the Klaviyo automations that keep members engaged and buying, we know WineHub inside and out.

  • Klaviyo

    Our deepest platform expertise. Email and SMS programs that drive revenue. We are a certified agency partner to handle all things Klaviyo from lifecycle flows, segmentation, deliverability, to ongoing optimization and automation.

  • Action Network

    Digital organizing built for advocacy orgs. Email, petitions, events, and list management in one platform with deliverability and segmentation tools that high-volume campaigns require.

  • Shopify

    As a certified Shopify partner, we optimize and scale storefronts. Conversion-focused strategy, app ecosystem architecture, and making sure the integrations work together to drive online revenue.

  • Hubspot logo

    Hubspot

    Aligning CRM, marketing automation, and sales enablement into one system. We've brought HubSpot into client environments across financial services, DTC, and nonprofit.

  • Optimizely

    From a seat on the Partner Advisory Board to being among the first agencies to earn Opal AI certification, we've grown alongside the platform. Optimization, experimentation, AI-powered content operations, we know what it can do and how to make it work for your business.

  • ActBlue

    ActBlue is the go-to donation platform for progressive nonprofits and campaigns. We help organizations get more out of it.

Let’s Talk About It