Growth Planning and Reporting · Add-on or 4 to 6 week project
One set of numbers for paid media and retention.
Channel planning, budget recommendations, forecasts, and a daily flash report, so growth decisions don't depend on whichever dashboard shows up first.
Who it's for
- Brands where paid and retention are managed by different people who don't compare notes
- Leadership teams that can't get a straight answer on spend versus revenue
- Brands planning a bigger media budget and wanting retention ready for it
What's included
- Channel planning and media budget recommendations
- Forecasts and growth scenarios
- A daily flash report built with your analytics team: revenue, spend, and performance to goal
- Weekly recommendations across paid media and retention
- Performance monitoring and optimization direction
What you walk away with
- A media plan tied to retention and revenue goals
- A daily flash report the whole team trusts
- Clear recommendations, not just charts
How it works
The process, week by week.
01
Baseline
We agree on the metrics, the sources, and the goals.
Week 1
02
Plan and forecast
Budget recommendations and scenarios you can take to leadership.
Weeks 1 to 3
03
Flash report
A daily report built with your analytics team.
Weeks 2 to 5
04
Recommendations
A weekly read on what the numbers say and what to change.
Ongoing
Questions
About the growth planning and reporting
- Do you run the ad accounts?
- I plan and direct paid media, working with whoever runs the accounts day to day.
- Which tools do you use for reporting?
- Whatever your team already uses. The point is one source of truth, not a new tool.
- Can we buy this on its own?
- Yes, as a 4 to 6 week project. It works best alongside Retention Partner.
Other engagements
2 to 3 weeks · fixed fee
Retention Audit
A full review of your Klaviyo account, flows, campaigns, segmentation, SMS, and deliverability. You get a ranked fix list and a walkthrough.
6 to 10 weeks · fixed scope
Lifecycle Build
I design and build the program your brand needs now, from welcome and lead nurture through post-purchase, replenishment, and win-back.
Monthly · 3 month minimum
Retention Partner
Ongoing strategy and management for brands that need a senior retention owner without a full-time hire.
Next step
Let's look at your retention program together.
Book a 30-minute call. Bring your questions or your Klaviyo login. You'll leave with at least two things worth fixing, whether we work together or not.