Selected work / 072026

Email / Customer.io

A modular framework for more useful customer emails.

Context: RepeatMD
Discipline: Email design
Design systems
Lifecycle communication

RepeatMD’s monthly practice emails bring results, recommendations and education into one place. A modular framework in Customer.io keeps the design consistent while adapting the content to each practice’s activity.

RepeatMD monthly email showing practice results, membership and referral data, AI performance, a product recommendation and a workshop invitation. — Reusable modules bring the monthly results and a useful next step into the same email.

Meet practices where they are.

Practices at different stages need different guidance. A useful monthly email connects recent results with a clear next step, from growing app sign-ups to converting interest into sales or setting up a feature.

Flowchart showing which monthly email each practice receives, alongside reusable workshop and feature recommendation cards.

One template. A flexible framework.

Reusable modules for results, recommendations and workshops sit within one template. Clear rules decide what appears, so each email stays relevant without needing a separate design.

Rendered examples were grouped in Figma to review different practice scenarios side by side. Seeing the full system made it easier to check both the content and the logic.

A visual review board of rendered monthly emails grouped by practice activity and account scenarios. — Reviewing the rendered emails together made it easier to see how the system behaved across different practices.

Useful for practices. Maintainable for the team.

One shared template gives the team a simpler way to maintain and improve the email. Practices get content that reflects their activity, with a relevant recommendation or workshop.

Reviewing real examples also surfaced incorrect data and recommendations that didn’t fit. Documented rules make those decisions easier to follow as the system grows.

The rules are part of the design.

The data and rules need as much care as the visual design. Quiet months, missing information and unusual account setups all shape the experience. A useful framework accounts for those cases and makes the next change easier.