Case Study

Rooted In Sincerity Setup Setup

Rooted In Sincerity now runs a consent-aware stack spanning WordPress, Malla CRM, Klaviyo, and GTM so every workflow is connected and defensible.

CRM

Malla CRM

Marketing & Email

Klaviyo

Analytics

GTM

Web & Platform

WordPressElementor

Hosting & Infra

SiteGround

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TL;DR Summary

What was breaking

Rooted In Sincerity asked for more than a website—they needed an automation-ready operating system that respected ethics, compliance, and future growth.

What was implemented

Designed, implemented, and operationalized the entire setup foundation for a wellness-focused business where automation, compliance, and scale had to coexist.

Tools / platforms used

CRM: Malla CRM

Marketing & Email: Klaviyo

Analytics: GTM

Web & Platform: WordPress, Elementor

Hosting & Infra: SiteGround

Operational outcome

A stable, compliant experience where marketing, CRM, analytics, and search clarity run in sync without manual upkeep.

Project Overview

Rooted In Sincerity asked for more than a website—they needed an automation-ready operating system that respected ethics, compliance, and future growth.

A stable, compliant experience where marketing, CRM, analytics, and search clarity run in sync without manual upkeep.

Foundation & Platform

Capability

Project Overview

Designed, implemented, and operationalized the entire setup foundation for a wellness-focused business where automation, compliance, and scale had to coexist.

What We Solved

•Coordinated multiple platforms, compliance layers, analytics, automation, and future integrations into a cohesive system.
•Engineered ethical marketing workflows with transparent data handling and clean analytics downstream.
•Kept manual workload flat by making automations and governance do the heavy lifting.

Capability

Website & Platform Setup

Separated layout, content, and system logic while locking in reliable performance across WordPress, Elementor, and SiteGround.

Core Platforms

•WordPress
•Elementor
•SiteGround

Highlights

•Reusable layout components prevent design drift and simplify edits.
•Structured site hierarchy for speed, accessibility, and indexability.
•Audited hosting stack to strip unused plugins and tighten caching.
•Documented data-handling language that mirrors actual behavior.

Capability

Legal, Privacy & Compliance Infrastructure

Cookie consent, policy stack, and tracking scripts stay synchronized so analytics always match user permissions.

Controls

•Dynamic consent handling tied to analytics, marketing pixels, and opt-ins.
•Privacy Policy, Terms, Medical Disclaimer, and Affiliate Disclosure tailored to the build.
•Validation to ensure GTM, GA4, and Meta pixels shut off when users reject tracking.

Capability

Automation-Ready Setup

Future scheduling, payment, or portal tools can slot in without rewriting the core.

Future Integrations

•Scheduling/booking
•Secure client portals
•Payment processors
•Learning and membership products

Lifecycle & Automation

Capability

CRM & Lifecycle Engineering

Core Platform

•Malla CRM as single source of truth

Workflow

•Lead intake, onboarding, delivery, and retention logic mapped end to end.
•Defined data model keeps client records automation-ready.
•Removed spreadsheet reliance and ad-hoc inbox follow-ups.

Capability

Email & SMS Automation

Platform

•Klaviyo for email + SMS with consent-aware opt-ins

Flows

•Welcome and orientation sequences for new leads.
•Educational drip content that builds trust over time.
•Follow-up and reactivation logic synced with CRM data.

Measurement & Visibility

Capability

Analytics, Tracking & Measurement

Platforms

•Google Tag Manager
•Google Analytics
•Meta Analytics

Implementation

•Centralized tracking layer with meaningful events (forms, clicks, engagement).
•Consent-aware analytics so paid media is ready without retrofitting.

Capability

Search Clarity & AI Discoverability

Platforms

•Google Search Console
•Bing Webmaster Tools

Why It Matters

•XML sitemaps + crawl monitoring keep the site indexed cleanly.
•Bing indexing unlocks AI discoverability across LLM-powered search.

Outcome & Impact

Capability

Strategic Outcome

Reduced manual workload, ethical marketing, clean data, and scalable infrastructure now power Rooted In Sincerity.

Impact

•Automation runs quietly in the background.
•Compliant data handling builds trust.
•Analytics and AI discoverability feed better decisions.

Project FAQ

Common questions about timelines, scope, and what implementation looks like for your team.

Can you build something similar to "Rooted In Sincerity Setup Setup" for our business?+

Yes. We can adapt the same core pattern to your workflow, tools, and team size. We scope this in a diagnostic call before any build begins.

How long does a build like this usually take?+

Most projects are phased. Initial quick wins can launch first, then deeper integrations and refinements follow based on scope.

What do you need from us to start?+

Usually access to your website, CRM or lead inbox, booking flow, and one decision-maker for approvals. We provide a clear onboarding checklist.

Next step

Start with a system review

Share what is breaking and we will map the right discovery path. This is a quick diagnostic review request, not a hard pitch.