The Problem
You have a capable team and a solid tech stack. But without a disciplined strategic framework, even the best operators fall into these traps:
No strategic calendar. Campaigns go out when someone remembers to send one, with no testing hypothesis, no audience targeting logic, and no tie-back to business goals.
Every idea gets equal weight. There's no system for deciding which initiatives will actually move the needle — so the team chases shiny objects instead of compounding wins.
Last quarter's strategy never gets a post-mortem. Without structured evaluation, the same mistakes repeat and the same opportunities stay on the table indefinitely.
Isolated tactics produce isolated results. Without a system that links each quarter's learnings into the next quarter's plan, growth flatlines after the initial wins.
Our Approach
A 12-week disciplined execution cycle that turns retention marketing from a set of ad hoc tactics into a compounding growth engine. Each stage feeds the next, and the loop restarts every quarter.
Brainstorm based on data — audit findings, performance trends, competitive gaps, and seasonal opportunities.
Score every initiative with our IPE framework (Impact, Probability, Effort) to build a ranked backlog.
Lock in the quarterly roadmap — specific deliverables, owners, timelines, and success metrics.
Execute with precision — weekly check-ins, clear milestones, and rapid iteration cycles.
Rigorous post-mortem of every initiative. What worked, what didn't, and what feeds into the next cycle.
Core Capabilities
Every quarter begins with a comprehensive roadmap that maps retention initiatives to revenue targets. We identify the highest-leverage opportunities across flows, campaigns, segmentation, and lifecycle gaps — then sequence them into a 12-week execution plan with clear milestones and success metrics. No more meandering to-do lists.
Impact. Probability. Effort. Every proposed initiative is scored across these three dimensions to create an objective priority ranking. This eliminates opinion-based decision-making and ensures your team always works on the thing that will move the needle the most, with the highest confidence, in the least time.
Before committing resources, we model the expected outcomes of each strategic path. What happens if we invest in winback flows vs. VIP segmentation? What's the revenue delta between a 5% and 15% improvement in open rates? Scenario planning replaces hope with data-informed conviction.
Not all retention work is created equal. A clear hierarchy defines the order of operations — from foundational infrastructure (deliverability, data hygiene) through core automation (flows, triggers) to advanced optimization (predictive segments, dynamic content). You always know what to build next and why.
How It Works
We start by mapping your current state — every flow, campaign cadence, segment, and integration. We benchmark performance against industry standards and identify the highest-impact gaps. This isn't a surface-level review; it's a forensic examination of where revenue is leaking.
Using audit findings, we build your Retention Marketing Hierarchy and define the strategic priorities for the first quarter. You receive a detailed roadmap with IPE-scored initiatives, projected outcomes, and a clear execution sequence.
We execute the roadmap with weekly check-ins and real-time performance tracking. The focus is on foundational wins — fixing what's broken, launching critical automations, and establishing the measurement infrastructure that makes future optimization possible.
At the end of each quarter, we run a rigorous evaluation: what shipped, what hit targets, what underperformed, and why. Those learnings feed directly into the next quarter's ideation and prioritization — creating the compounding effect that separates strategy from tactics.
Each subsequent quarter builds on the last. As foundational elements stabilize, we move up the hierarchy into advanced segmentation, predictive modeling, and lifecycle optimization. The strategy matures alongside your program.
Who This Is For
This engagement is designed for established eCommerce brands that have outgrown ad hoc email marketing. If you recognize yourself below, we should talk.
Not only eCommerce — we've also worked with leading brands in SaaS, gaming, franchises, financial services, and other verticals where lifecycle messaging drives revenue.
eCommerce brands generating $5M+ in annual revenue
An existing email list of 50,000+ subscribers
Current email/SMS program that's underperforming relative to revenue benchmarks
Internal team or agency executing tactics, but lacking strategic direction
Leadership that's ready to treat retention marketing as a strategic growth lever — not a checkbox
Results
Email revenue generated for clients
eCommerce brands served
Years of retention marketing expertise
“Frame Destination (home & framing): migrated from Mailchimp to Klaviyo with targeted automations and consistent campaigns — a documented 9,245% revenue lift, including a single free-shipping promo that drove $33,733 in one send.”
“BariatricPal (health & wellness): segmented campaigns with strategic resends drove 429+ orders and $38K+ around one Labor Day window; web push and on-site capture later compounded into $400K+ in attributable push revenue and roughly $3.4M from contacts acquired on-site.”
“Misook (luxury apparel): stood up compliant SMS from zero — $40K+ in attributable revenue in under a month, with strong early performance on the first campaign sends.”
FAQ
Book a strategy call with our team. We'll review your current retention program, identify the biggest opportunities, and show you what a quarterly strategy cycle looks like for your brand.
Book a Strategy Call →