We kick off by getting grounded in your business: defining your brand’s goals, uncovering customer insights, and what success actually looks like at this stage. That could mean increasing repeat purchases, nurturing long-term loyalty or setting the stage for retail expansion. I’ll make sure you walk away with an email marketing strategy that works and actually supports your growth plan.

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What I’ll Do

• Lead a focused session to define what your brand stands for and why your hero SKUs deserve a spot in carts and on shelves

• Set email goals that actually tie back to product sell-through, repeat purchases, or customer retention and not vanity metrics like clicks

• Dig into customer reviews, surveys, and feedback to shape messaging that feels real and reflects how your customers talk about your product in real life

Next, I map your customer journey from first purchase to loyalist and pinpoint where sales are slipping through the cracks. Turn one-time buyers into repeat customers and pantry staples into subscriptions with a high-converting offer so you know exactly what’s driving your revenue.

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What I’ll Do

• Map out the full customer path from discovery to reorder and ensure you’re not leaving money on the table at key buying moments like reorders or seasonal stock-ups

• Refine your offer and messaging based how real customer behaviour, like browsing patterns and out-of-stock signups to forecast demand, plan inventory and time emails with how customers actually shop your site

• Review your existing flows and campaigns and show you what’s driving revenue in your online presence and what needs to be optimized for better returns

This is where we turn strategy into a system. You’ll walk away with a retention marketing system that works without you, freeing you up to focus on operations, product development or retail expansion. These flows are built to grow with you, from DTC to omnichannel distribution.

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What I’ll Do

• Launch high-performing flows tailored to your brand voice and customer journey that guide customers from first purchase to brand loyalist

• Run A/B tests to find out what grabs attention and keep your customers coming back, from subject lines to product pairings and use those insights encourage repeat purchases through bundles, bulk offers or complementary items

• Segment your email list based on shopping behavior like a customer’s activity on your website, so every message feels relevant and not generic and configure your ESP so everything runs smoothly behind the scenes

Now we launch campaigns that bring in sales that create urgency, build habits, and keep your brand top of mind. Your campaign system will be designed to support your calendar and growth cycles, from back-in-stock updates to promoting a new product drop. 

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What I’ll Do

• Plan and send your first campaign, fully written and approved by you, with A/B testing to drive immediate results, like higher open and click-through rates, better conversions and more revenue per email sent

• Create a content calendar designed around your product drops, promotions, and key retail milestones to help you send consistent, sales-focused emails so you have a marketing system that does the work for you without burning out or second guessing what to send next

• Optimize the core flows launched in Phase 3 using early performance data so that you can boost conversions, increase AOV and strengthen customer retention from the start

As we wrap, I’ll walk you through everything you need to maintain and optimize the system on your own. And if you're looking for ongoing support or want to build on what we've started, we can absolutely talk about what that could look like.

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What I’ll Do

• Walk through your retention KPIs so you can confidently track what matters most to your business (repeat purchase rate, LTV, AOV and more)

• Share a customized growth-focused roadmap outlining the next best opportunities to improve product performance and scale results

• Deliver strategic recommendations that support future promotions, launches, or retail milestones so that your hero SKU stays top of mind with your best customers and gets you shelf-ready when that buyer comes calling