Duma

What Duma does

Duma is a privately-held, Oceanside, California-based B2B marketing consultancy operating under the brand DumaCx that designs and implements AI-powered lifecycle revenue programs across email, SMS, and CRM channels. Founded in 2005 by Perry Sheraw (a marketer with experience dating to the 1990s), the firm targets brands where lifecycle channels are direct revenue drivers, including e-commerce brands, supplement and subscription businesses, OTC/DTC medical device companies, and organizations running on HubSpot, Klaviyo+Shopify, or comparable stacks. Its core offering is delivered as professional services rather than packaged software.

The service is structured as a three-step engagement: a Revenue Opportunity Audit that quantifies revenue leakage (the firm cites 20-40% of revenue typically left on the table), a Lifecycle System Build implementing automations inside certified platforms, and Ongoing Optimization tied to retention, repeat purchase, and conversion metrics. The company holds certifications across five platforms—HubSpot, Klaviyo, ActiveCampaign, Shopify, and Salesforce Marketing Cloud—and publishes educational content across a blog, Facebook, LinkedIn, Vimeo, and X as its primary demand-generation channel.

Commercially, Duma runs a sales-led, consultative model with free consultations and no-obligation audits as the entry point; pricing is not publicly disclosed. The firm operates from a single Oceanside, California headquarters, is independently owned with no disclosed institutional capital or parent entity, and lists three identified individuals in leadership (founder Perry Sheraw, managing partner Cary Johnson, and team member Brooke Aamodt). Customer evidence spans enterprise and mid-market accounts across regulated and consumer verticals, including The Good Feet Store, Sunland RV Resorts, Foundation Medicine, Flyp, Rise Life Science, Pureboost, Gamalon, Nutrishare, Xtendlife, and 2before.

Name

Duma

Legal name

Duma

Website

https://dumacx.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Duma is a Carlsbad/Oceanside-based B2B marketing consultancy that builds AI-powered email, SMS, and CRM lifecycle revenue programs for e-commerce, supplement/subscription, and medical device brands running on HubSpot, Klaviyo, and Shopify.

Ownership category

akta.pro rank

Product category

Email Marketing & CRM Consulting

NAICS

Advertising Agencies (541810), Software Publishers (51321)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372), Services-Management Services (8741)

akta.pro primary industry

Enterprise Application Data Migration & Master Data Management Services (BPAEAGAJ)

akta.pro secondary industries

Sales Force Automation (SFA) CRM (HDAEAFAA), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Email marketing automation
• Lifecycle marketing services
• CRM optimization consulting
• Ecommerce email strategy
• SMS marketing services

Headquarters

HQ city

Carlsbad

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Marketing Automation Consulting Services: Duma provides strategic email marketing, automation implementation, and CRM optimization services to B2B and e-commerce clients. Services include email strategy and audits, lead capture strategy, email marketing automation, campaign management, deliverability audits, template design, platform assessment and migration, and platform-specific implementations for Klaviyo, Shopify, and WooCommerce.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Duma is a B2B marketing consultancy that builds AI-powered lifecycle revenue programs spanning email, SMS, and CRM channels for e-commerce, supplement/subscription, and medical device brands. The company delivers strategic consulting, audits, automation implementation, campaign management, and platform migrations on certified platforms including HubSpot, Klaviyo, Shopify, ActiveCampaign, and Salesforce Marketing Cloud. Its core promise is to convert leads faster, retain customers longer, and grow revenue from existing customers without increasing ad spend.

Product overview

Duma is a lifecycle revenue consultancy offering AI-powered marketing services rather than a software product with modules. Their core offering combines AI-powered lifecycle revenue programs with strategic services across three main areas: Convert (precision-timed sequences for lead conversion), Retain (post-purchase flows and loyalty loops), and Scale (growth from existing customers). Services include Email Strategy + Audit, Lead Capture Strategy, Email Marketing Automation, Email Campaign Management, Deliverability Audit, Email Template Design & Build, and Platform Assessment & Migration. They specialize in platform-specific implementations for Klaviyo, Shopify, and WooCommerce eCommerce brands. Their implementation process follows three steps: Revenue Opportunity Audit, Lifecycle System Build, and Ongoing Optimization.

Differentiator

Problem solved

Functional benefit

Products and services

• AI-Powered Lifecycle Revenue Programs
• Email Strategy + Audit
• Lead Capture Strategy
• Email Marketing Automation
• Email Campaign Management
• Deliverability Audit
• Platform Assessment & Migration
• Klaviyo Email Marketing Services
• Shopify Email Marketing Services
• Revenue Opportunity Audit

Quantifiable outcome

• 38% increase in Repeat Purchase Rate
• +4 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• HubSpotcoreTechnology or IntegrationDuma is a certified HubSpot partner. The company builds lifecycle programs inside the HubSpot platform, implementing automations, tracking, and optimization for clients. Duma has demonstrated expertise with HubSpot for clients across multiple industries including healthcare and retail.
• KlaviyocoreTechnology or IntegrationDuma has guided dozens of companies to peak performance with Klaviyo. The company specializes in Klaviyo email marketing implementations for e-commerce brands, particularly those using Shopify integration.
• ActiveCampaigncoreTechnology or IntegrationDuma is certified on ActiveCampaign platform. The company has implemented ActiveCampaign for clients including Sunland RV Resorts and The Good Feet Store, utilizing advanced segmentation and automation features.
• ShopifycoreTechnology or IntegrationDuma builds programs for Shopify brands, implementing email marketing and automation for e-commerce stores using the Shopify platform with Klaviyo integration.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Common Thread Collective: Common Thread Collective is a Klaviyo and Shopify-focused e-commerce growth agency that builds lifecycle email/SMS programs and retention systems for DTC brands — a near-direct competitor to Duma's Klaviyo+Shopify practice and e-commerce segment.
• OuterBox: OuterBox is an e-commerce digital marketing agency that implements and optimizes Klaviyo, Shopify, and HubSpot marketing automation for online retailers, closely overlapping Duma's core e-commerce/lifecycle offering.
• Ladder: Ladder is a growth marketing agency that runs CRO, paid media, and lifecycle email programs for DTC and SaaS brands; it competes for similar mid-market and enterprise clients seeking measurable revenue growth programs.
• KlientBoost: KlientBoost is a digital marketing agency focused on performance-driven growth including paid acquisition, CRO, and email/lifecycle work for e-commerce and B2B brands, competing for similar revenue-oriented mid-market clients.
• NoGood: NoGood is a growth marketing agency that delivers full-funnel performance programs including lifecycle email, SEO, and paid media for SaaS and e-commerce brands, overlapping with Duma's email/CRM optimization services.
• Primitive: Primitive is a Klaviyo- and Shopify-specialized retention marketing agency that builds lifecycle email and SMS automations for DTC e-commerce brands, directly competing for the same Klaviyo+Shopify client segment as Duma.
• Disruptive Advertising: Disruptive Advertising is a digital marketing agency that builds lifecycle email, paid media, and CRM programs for e-commerce and B2B clients — directly overlapping Duma's email automation and HubSpot/ActiveCampaign implementation work.

Broad incumbents

• WebFX: WebFX is a large, established digital marketing agency offering SEO, CRO, email, and revenue-driving programs across many industries; it overlaps with Duma's e-commerce and B2B client base at broader scope and scale.
• Avenue Z: Avenue Z is a digital marketing and PR agency covering content, paid media, and email programs, competing with Duma for mid-market and enterprise brand clients seeking integrated lifecycle support.
• SmartSites: SmartSites is a broader full-service digital marketing agency offering web design, SEO, PPC, and email marketing to SMB and mid-market clients — a wider portfolio player competing for some of Duma's target buyers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/DumaMarketing
• LinkedInlinkedin.com/company/duma-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Duma