Senior Retention Direction, Without the Senior Hire.
You have people who can build emails. What is missing is someone who decides what to build, in what order, and why. We act as your fractional Head of Retention: we set the strategy, your in-house team executes it, and every decision is tied to revenue rather than activity. This includes:
- A quarterly retention roadmap, sequenced by revenue impact
- Full account teardown before any recommendation
- Offer and discount logic that protects your margin
- Segmentation and flow architecture your team can build
- Monthly reviews of what shipped and what it earned
- Direct access to a senior strategist between calls
How it works
How We Lead Your Retention From the Outside
Every Recommendation Starts With a Teardown
We start with a Health Score of your account: 75+ checkpoints across 8 systems, from deliverability to flows to segmentation. It shows where revenue is leaking, which fixes matter most, and what your team should stop spending time on.
From there we build the roadmap. Every item is ranked by the revenue it should recover, written as a brief your team can act on, and scheduled so nothing competes for the same hours.
Your Team Builds. We Direct.
Consulting fails when advice stays on a slide. We work inside your actual account, review the flows and campaigns your team ships, and give direct feedback before anything goes live. Your people get sharper every quarter, and the knowledge stays in your business when the engagement ends.
What you get
What Is Included in Retention Strategy Consulting?
Built for brands with in-house hands but no senior direction. Every engagement runs on the same four-part rhythm:
& diagnose
& prioritize
& segments
& refine
& diagnose
Account teardown
We run the Health Score on your account and review your flows, campaigns, segments and offers. You get a clear picture of what is working, what is leaking revenue, and where your team’s time is being wasted.
& prioritize
Quarterly roadmap
We turn the findings into a 90-day plan ranked by revenue impact. Each item comes with a brief: the goal, the audience, the logic and the success metric, so your team knows exactly what to build and why.
& segments
Offer and segmentation logic
We design when to discount, who gets which offer, and how customers move between segments, so promotions drive repeat purchases without training your list to wait for a sale.
& refine
Monthly review
Every month we review what shipped, what it earned and what to change next. Your team gets direct feedback on builds before launch, and the roadmap updates as the results come in.
Why it works
Why Our Consulting Actually Moves Revenue
Prioritized by Revenue
We rank every recommendation by the money it should recover, so your team spends its limited hours on the work that pays back first, not on the loudest request.
Built for Your Team
Every recommendation arrives as a brief your people can execute in your own Klaviyo account, with the logic explained so they learn the why, not just the what.
Accountable to Results
We report on revenue per recipient, flow revenue and repeat purchase rate, and we change the roadmap when the numbers say so. Advice that does not earn gets cut.
“Your team already has the hands. We give them the plan, the priorities and the reasons behind both.”
How we work
By the numbers
What Every Engagement Starts With
75+
checkpoints across 8 systems in the Health Score that shapes your roadmap
72 hrs
your Health Score is delivered within 72 hours of access, before any work is quoted
40+
DTC brands across agency and independent engagements
FAQ
FAQs About Retention Strategy Consulting
Thinking about fractional retention leadership? These are the questions we get asked most:
Brands that already have someone in-house who can build emails and campaigns, but no senior person setting the strategy. If you have no one to execute, End-to-End Account Management is usually the better fit.
We own the retention strategy: the quarterly roadmap, offer logic, segmentation and flow architecture. Your team owns the build. We review their work, answer questions between calls, and keep the plan tied to revenue.
Yes. We work from your real account data, not screenshots. Access is revocable at any time, and nothing in your account changes without your team’s sign-off.
Engagements are planned in quarters, because that is how long a roadmap needs to show results. The exact scope is set after your Health Score.
Consulting is a fixed-quote engagement: one number, agreed upfront, based on what your Health Score finds and how much support your team needs. If you later want us to run everything, that moves to revenue share.
