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Sample report, illustrative data Back to packages
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01

What success looks like

What we heard, what you need now, what success looks like

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SWOT on the business as it stands

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02

Customer Lifecycle Audit

Stage to stage, against your own data
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{{ lg.label }} Hover any dot to see what it counts and where the number comes from
Illustrative figures. Yours come from Shopify, Klaviyo, and GA4.

Customer economics, and which way they are moving

The five numbers that tell you whether the lifecycle above is getting better or worse. Each line covers the last seven months.

Metric Today Trend Change
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Email & SMS Flow Planning Chart

Every touchpoint across email and SMS we would build over time, iteratively, to nurture, convert, and retain more customers across the lifecycle.

Legend Each flow name is tinted to the lifecycle stage it targets Email SMS {{ fg.label }}
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Key takeaways from the data

If you read nothing else, read these.

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03

The numbers we read

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Every metric we pull, against the benchmark

The full read, so your analyst can check the maths. Benchmarks are for comparable subscription led brands at your revenue.

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04

Core areas of concern

Three areas worth working on first. They're connected, so fixing one without the others won't hold through Q4 volume.

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Stages {{ sg.name }}
Relevant metrics
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Description

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Opportunities
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Root cause

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Impact

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Levers that would move this
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Everything in Layer 01 is included. What follows is what to change, where, and in what order.
01

Lifecycle stage by stage

What is true at each stage today: the numbers, the customer mindset, and what we would change.

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Levers To Pull

The role each lever plays at each stage, and how well it is playing it today.

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02

Channel recommendations

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Working
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Leaking
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Change first
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Takeaway {{ ch.takeaway }}
Infrastructure audit
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Prioritized action items The order we would work through them
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Website recommendations, page by page

The exact change, section by section.

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As live today
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What to run, what to add, and when

Each service with the stage it serves, the platform we would use, and when it should land.

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03

Recommended A/B tests

Each one written so your team can run it without another meeting: what we believe, what proves it, where it lives, and when to do it.

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04

Action item database

The roadmap your team works off

Every action item in one place, tied back to the objective it serves, with the owner, the effort, when it should happen, and the impact we expect. This is the list your team works through, not a summary of it.

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Everything in Layers 01 and 02 is included. What follows is the build material, written so your team can execute without having to work out what was meant.
What you get, channel by channel
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01

Email and SMS

Flow maps, message level changes, and a written brief per send

Every flow you should have, in priority order

Missing ones get a brief. Existing ones get optimization notes.

Every flow that should carry your lifecycle, whether it exists today, and what you get for it in this kit.

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Flow map

Browse abandonment flow

The spec your team builds from

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Existing flow emails, message by message

Exact change, plus the test to run
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A written brief for every message

One of 47 in the kit

Email #12B

Post purchase nurture, message 12, variant B
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Campaign database

A working database of campaign ideas your team pulls from all quarter, each tagged by type and product with the angle already written.

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A/B testing database

Every test, with the hypothesis and the metric

The testing queue in priority order. One variable per test, one metric per test, so a result means something when it lands.

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02

Website

The exact change, section by section

Page by page specs

Exact change, section by section
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As live today
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03

Subscription and loyalty

Page specs, plus the platform settings behind them

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Structural and in platform changes
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04

Direct mail

Insert and postcard specs, with the trigger and audience
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This layer isn't a report. It's us running the work with you: building the flows, writing the campaigns, and managing the programs. Below is real work from brands we operate.
01

Three ways we work with you

Pick based on what your team already covers. Most brands start with one and add another as the work grows.

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What we own {{ o }}

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02

Examples of our work

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03

What operators say

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Video

A client on what the audit found, and what they changed.

What they expected, what we found, and the two things they changed first.

04

Health and wellness case studies

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