Strategic Advisory & Audits

Strategic Advisory

Consulting & Audits for In-House teams. For established brands with an existing team that needs direction. We provide quarterly roadmaps, deep-dive account audits, and technical deliverability consulting. We give your team the "playbook," and they run the plays.

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Partnering with the world's top ecommerce brands

The Execution Gap

You Have the Hands, But Do You Have the Map?

Your in-house team is great at building emails, but they are often stuck in the day-to-day execution. They don't have the time or the high-level vantage point to architect a compounding retention strategy.

We bridge that gap. We act as your fractional Retention Directors, auditing your data, fixing technical leaks, and handing your team a prioritized, battle-tested roadmap. You keep your internal overhead low, while executing at an agency level.

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Our Capabilities

Senior Strategy, Plugged Into Your Team

We handle the high-level analysis and planning, empowering your internal designers and copywriters to execute with confidence.

Comprehensive Account Audits

We deep-dive into your Klaviyo health, flow logic, segmentation, and deliverability to find immediate revenue leaks and broken customer journeys.

Quarterly Roadmapping

Stop guessing what to send. We build a 90-day execution calendar for your team, aligning your email strategy with your broader acquisition and inventory goals.

Deliverability Consulting

Getting you out of the spam folder. We provide technical list hygiene rules and IP warm-up schedules to protect your domain reputation.

Flow Architecture

We provide the blueprints, logic, and trigger rules for advanced lifecycle flows. Your team simply drops in the creative.

A/B Test Planning

We set up a rigorous, data-driven testing methodology for your team to follow, ensuring continuous optimization of your core metrics.

Ongoing Advisory

Direct access to our senior strategists via Slack and video calls to troubleshoot, review creative, and pivot the strategy as needed.

Tactical Execution

Campaigns That Capture Every Dollar

Different stages of the customer lifecycle require different psychological triggers. We build them all.

Data Health Analysis

Cleaning up duplicate profiles, fixing tracking pixels, and ensuring your Shopify-Klaviyo sync is flawless.

Creative Teardowns

Reviewing your team's designs and copy before they hit send to ensure they meet direct-response conversion standards.

Segmentation Strategy

Moving your team away from "batch and blast" to hyper-targeted, predictive segments that increase revenue per recipient.

Offer Mechanics

Consulting on discount strategies, bundle testing, and VIP perks that protect your margins while driving urgency.

Tech Stack Auditing

Evaluating your SMS, loyalty, and review apps to ensure they are integrating correctly for maximum LTV.

KPI Dashboard Setup

Building the reporting structures your team needs to track actual profitability, not just open rates.

The Workflow

Clarity From Day One

The Deep Dive

We analyze your entire retention ecosystem and deliver a comprehensive teardown detailing exactly where you are losing money and how to fix it.

The Playbook Delivery

We hand over a prioritized 90-day roadmap, detailing exactly what flows to build, segments to create, and campaigns to send.

Ongoing Guidance & Review

Through bi-weekly touchpoints, we review your team's progress, analyze the fresh data, and optimize the next sprint.

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The Numbers

Results That compound

Ready to scale your
Customer Retention?

Book your free audit and we’ll give you a comprehensive analysis of your Klaviyo accounts performance.

FAQ’s

Got Questions?
We’ve Got Answers

No, we solely operate on owned media channels.

We work with DTC Brands above $5M+ per year in revenue who are looking to improve their customer retention.

We do offer month-to-month services but our typical arrangement is a 2-month contract followed by a simple 30 day notice period.

Our onboarding takes roughly 7-10 days before our first emails are ready to deploy.

You work directly with a dedicated Strategist & Account Manager.

Day-to-day communication is done via Slack, with fortnightly/monthly calls done via Video call.

We focus on the entire picture of Retention. From cohorts to patterns in LTV, our goal is to link your efforts across owned media channels back to tangible movements in your customer retention. Most agencies focus on one or the other; they either only care about the email campaigns you send, or get caught in strategy but never actually build. We're here to do both.