Expertise

Retention marketing

Email, SMS, loyalty and lifecycle programs that turn first orders into repeat customers.

Retention

The cheapest order is the next one

Email, SMS, loyalty and lifecycle programs that turn first orders into repeat customers. I plan the journeys, write the briefs, direct the creative and read the numbers, so the list becomes one of the most reliable revenue channels in the business. Built for travel goods at SwissGear and healthcare apparel at Sleeklemon.

KlaviyoYotpoSmile.ioTrustpilotOkendoGorgiasShopify
01

Retention orchestration

Loyalty, reviews, support and email should work as one system. I connect the retention stack so every tool passes clean data to the next and every message knows what the customer just did, from the first sign-up form onward.

  • Klaviyo email and SMS
  • Yotpo and Smile.io loyalty
  • Trustpilot, Yotpo and Okendo reviews
  • Gorgias support
  • Segmentation and data checks
  • Pop-ups and sign-up forms
Sleeklemon sign-up pop-up with birthday and gender fields
Sleeklemon sign-up form
02

Email marketing

Flows and campaigns built on a clear calendar, with a brief for every send, creative that looks like the brand and tests that make the next send better.

$40Kaverage attributed monthly Klaviyo revenue at SwissGear
  • Welcome and nurture
  • Browse, cart and checkout abandonment
  • Post-purchase and cross-sell
  • Replenishment and reviews
  • Win-back and sunset
  • Campaign calendar and A/B tests
SwissGear, campaignEarly Black Friday deals are hereUp to 40% off medium luggage
SwissGear email: Early Black Friday deals are here
Sleeklemon, welcomeWelcome to Sleeklemon: 10% offUse code WELCOME10
Sleeklemon email: Welcome to Sleeklemon: 10% off
03

SMS marketing

SMS reaches the phone directly, so it is kept for the messages that matter: early access, cart reminders, low stock and back in stock alerts, and win-back offers.

  • VIP and early access
  • Cart and checkout reminders
  • Back in stock and low inventory
  • Win-back offers
  • Consent and compliance
  • Two-way replies
S
SwissGear
Today 7:48 PM
Still thinking about the Energie carry-on? It’s waiting in your cart, and it fits most overhead bins. swissgear.ca/cart
Is it TSA approved?
Yes, the built-in lock is TSA approved.
Abandoned cart
L
Sleeklemon
Tue 1:12 PM
Heads up: Lilac Haze is almost gone in your size. sleeklemon.com
Low stock alert
04

Loyalty, referrals and reviews

Points, rewards and referrals give customers a reason to come back between purchases, and review programs keep social proof fresh on every product page.

  • Points and rewards
  • Referral programs
  • Birthday and VIP tiers
  • Review requests and rewards
  • Student and community programs
  • Sentiment reporting
Yotpo loyalty

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500
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05

The flow library

Every program is built from the same library of flows, switched on in the order the business needs them.

01

Convert

  • Welcome flow
  • Abandoned cart flow
  • Abandoned checkout flow
  • Loyalty: points
  • Student program signup
  • Referral program
  • Post-purchase flow
02

Grow the order

  • Browse abandonment flow
  • Upsell flow
  • Cross-sell flow
  • Reviews flow
03

Bring them back

  • Winback flow
  • Birthday flow
  • Price drop flow
  • Sunset flow
  • Persona-based flow
  • Replenishment flow
04

Keep the list healthy

  • Re-engagement flow
  • Back in stock flow
  • Low inventory flow
  • VIP flow
  • Campaign management

Welcome flow

Turn a new subscriber into a first order.

  1. Joins the listPop-up, checkout or landing page
  2. Email 1: Welcome and brand storySent right away
  3. Wait 2 days
  4. Email 2: Best sellers and bundles
  5. Placed an order?Yes: exit to post-purchase
  6. SMS: First-order reminderConsented SMS subscribers only
  7. Email 3: Loyalty points and reviews

Winback flow

A/B tested timing to find the right moment to reach out.

  1. Placed order, then nothing
  2. A/B split: 50/50
  3. Wait 60 days or 75 daysVariant A or B
  4. Email 1: We miss you, plus new arrivals
  5. Wait 15 days
  6. Email 2: 20% off incentive
  7. Wait 3 days
  8. Email 3: 20% off ends todayUrgency

Sunset flow

Protect deliverability by letting unengaged subscribers go.

  1. Added to unengaged segment
  2. Filter: no opens or clicks
  3. Wait 1 day, send at noon
  4. Email 1: Check-in
  5. Wait 7 days
  6. Email 2: Update preferences or unsubscribe
  7. Wait 7 days
  8. Email 3: Final check-in5 days to removal
  9. Wait 5 days
  10. Profile set to unengagedSuppressed from sends

Abandoned checkout flow

One trigger, three offers: the incentive matches the customer and the cart, so nobody gets more discount than they need.

Checkout started→Filter: no order, not in flow in last 7 days→Wait 30 minutes→Split: repeat customer? Then: checkout $50 or more?
Repeat customer15% off path
Email 1: 15% off→Wait 8 hrs→Email 2: 15% off reminder→Wait 15.5 hrs→Email 3: reminder #2→Wait 32 hrs→Email 4: selling fast
New customer, $50+20% off path
Email 1: 20% off→Wait 8 hrs→Email 2: 20% off reminder→Wait 15.5 hrs→Email 3: reminder #2→Wait 32 hrs→Email 4: selling fast
New customer, under $50Free shipping path
Email 1: free shipping→Wait 8 hrs→Email 2: free shipping reminder→Wait 15.5 hrs→Email 3: reminder #2→Wait 32 hrs→Email 4: selling fast
Exit as soon as an order is placed
Case studies

Retention work

Flows, campaigns, SMS, loyalty and reporting, shown as customers received them.

Let’s talk retention

Tell me where your list is today and I will show you which flows to build first.

Get in touch All work