CDP Lite

One customer record.
Every channel in sync.

A unified customer profile across Shopify, Klaviyo, Meta and your CS tools — segmentation-ready, with reverse ETL back into your marketing stack. Delivered in 4–5 weeks. Your team owns the model from day one.

4–5 weeks·Fixed scope·Full handover
The problem

Your tools each see a different customer.
None of them see the whole one.

Shopify knows the orders. Klaviyo knows the emails. Meta knows the ads they clicked. Your CS tool knows the complaints they filed. But none of these tools talk to each other — so every campaign, every flow, every audience is built on a partial view of the customer.

The result: suppression lists built manually, lookalike audiences trained on the wrong signal, email flows that ignore what happened last week in Shopify. Personalisation that should be automatic becomes a data project that never gets prioritised.

CDP Lite resolves this without the six-figure enterprise CDP contract. We build a unified customer model in your warehouse, with reverse ETL back into the tools your marketing team already uses — in 4–5 weeks.

Business impact

What changes when your customer
data is unified

One customer record, not five

Shopify, Klaviyo, Meta, and your CS tool each hold a partial view of the same customer. CDP Lite resolves them into a single canonical profile — with consistent identifiers, purchase history, email behaviour, and support interactions in one place.

Segments your marketing team builds themselves

Instead of filing data requests, your marketers build audiences directly from clean customer data — by LTV tier, product category, purchase frequency, or any combination. They run the campaign. You don't need to be involved.

Klaviyo flows that know what actually happened

Klaviyo only knows what Klaviyo sees. CDP Lite pushes back your warehouse-level data — Shopify returns, CS sentiment, offline purchases — so your email flows trigger on the full customer picture, not a partial one.

Meta audiences built from your best customers

Lookalike audiences built from raw pixel data are a guess. Lookalike audiences built from your warehouse-level high-LTV cohort are a competitive edge. Reverse ETL to Meta CAPI gets your cleanest data where it can do the most work.

Suppression that protects margins

Advertising to recent buyers, active subscribers, and churned customers unlikely to reactivate wastes budget. CDP Lite gives you suppression lists in your ad platforms and email flows — updated automatically, not manually maintained.

A customer model your team owns

Every identity resolution rule, every segment definition, every reverse ETL sync is documented and owned by your team. When you hire the next analyst or marketer, they inherit infrastructure they can understand and extend.

What’s included

Delivered in 4–5 weeks.
Syncing on day one.

How it’s built

From four partial views
to one customer record.

cdp-lite · identity + activation
warehouse + reverse ETL
01Collect
Shopifyorders · accounts
Klaviyoemail · profiles
Metaad interactions
Zendesk / CStickets · sentiment
02Resolve
Identity stitchingemail · phone · device
Canonical profileone record per customer
SegmentsLTV · cohort · suppression
03Activate
→ Klaviyo flowswarehouse-aware triggers
→ Meta CAPIhigh-LTV lookalikes
→ Ops toolingCS routing · sales
Is this right for you?

You need CDP Lite if…

01

Your Klaviyo flows don't know what happened in Shopify last week

02

You can't build a clean suppression list without a manual export

03

Meta lookalike audiences are built from pixel data, not your best customers

04

Your CRM, email, and ecommerce tools each have a different customer count

05

Your marketing team files data requests to get the segments they need

06

You want to personalise but can't match customers across channels

Let’s unify your
customer data.

A 30-minute conversation to map your current customer data across platforms, identify the biggest gaps in your view, and scope what a unified profile would unlock for your marketing team.