Retention Partner · Monthly · 3 month minimum
A senior retention owner, without the full-time hire.
Email and SMS strategy, calendar, cadence, creative direction, testing, and monthly optimization, run by someone accountable for the results.
Who it's for
- Brands between retention hires, or not ready for one
- Brands with an agency producing sends but nobody owning strategy
- Founders who want one person to call about retention
What's included
- Email and SMS strategy and campaign calendar
- Sending cadence and segmentation
- Creative and messaging direction for your team or freelancers
- A testing roadmap, run every month
- Monthly flow optimization
- Reporting and a monthly review
What you walk away with
- A retention program that improves month over month
- One accountable owner for email and SMS
- Reporting you can take to leadership
How it works
The process, week by week.
01
Plan the month
Calendar, offers, and tests agreed with you.
Week 1
02
Ship
Campaigns and flow changes go out with your team or freelancers.
Weeks 1 to 4
03
Test and optimize
One or two meaningful tests a month, and flow tuning.
Ongoing
04
Review
A monthly review of what worked, what didn't, and what's next.
Month end
Questions
About the retention partner
- How many hours a month is this?
- It's scoped by what the program needs, not by hours. We'll size it on the first call.
- Do you work with our in-house team?
- Yes. I usually direct internal designers and writers or trusted freelancers.
- Why a three-month minimum?
- Tests and flow changes need a few cycles to show real results.
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.
Add-on or 4 to 6 week project
Growth Planning and Reporting
Media budgets, forecasts, and a daily flash report built with your analytics team, so paid and retention run off the same numbers.
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.