The 40-hour customer audit your senior person can't bill the client for.
A productized customer audit your team resells or refers. It runs in five-week cycles per client and keeps running for as long as they're retained, so every active client puts a campaign brief in your inbox each week instead of being a one-off project. Pilot it on one of your existing clients first.
Shopify
WooCommerce
Klaviyo
Mailchimp
Meta Ads
Google Analytics
What your strategist stops having to build.
A weekly email, delivered to your team.
One per week for as long as the client is retained. It lands Monday with one shippable deliverable and a Friday goal. Drop it into onboarding, a paid social retainer, or a quarterly review.
Campaign briefs your media buyer can ship.
Subject, hook, body, CTA, segment, and expected lift on each. The brief your buyer reads Monday before opening Klaviyo or Mailchimp, now written for them and ready for the client's send calendar.
Segment definitions and a Meta seed list.
Exact ESP segment logic for the audiences your team activates, plus the highest-LTV cohort as a CSV ready to drop into Ads Manager. It hands the paid social retainer something concrete to run.
The full six-audience map.
Two audiences activated in the first cycle. Four more named, sized, and ready for the next. Your senior person briefs the client's next quarter from it in an afternoon.
What your strategist opens on Monday.
Six named audiences, five ranked campaigns against the top two, and charts your strategist can defend in a client review. The email briefs are ready to paste straight into Klaviyo or Mailchimp. On the white-label tier, our branding becomes yours.
What we found that an agency would have shipped from.
Lookalike seeded from every paying customer.
Top-LTV cohort delivered 2.4× the ROAS of the broad seed.
Welcome series running on every new subscriber.
23% of sends were hitting customers who'd already placed a second order.
Sitewide promo every other Friday across the whole catalog.
Four products accounted for 71% of the discount margin loss.
Six months of first-time-buyer messaging to a cooling list.
Three new subject lines lifted reopen rate 3.8× in the first week.
Connects to the stack you already use.
Read-only. About five minutes to connect. The audit reads your ecommerce, email, ads or analytics, whichever you run, and hands back the dollar number, your top archetype, and a campaign brief built for them.
What your strategist learns about each client, week by week.
Five weekly emails per cycle, each with one shippable deliverable and a Friday goal. By week five your team has activated two of the client's six audiences and holds the map for the other four. Then the next cycle starts, and it keeps going for as long as the client is paying.
The headline finding.
The single number in the client's data that nobody at their company knows yet, plus the one campaign brief built against it. Your strategist walks into the next client review with a finding, not a question.
More campaigns, same segment.
Two more campaign briefs against the segment from week one. The client stands up no new infrastructure. Three campaigns are running by Friday against their top audience.
The Meta reallocation.
The lookalike seed drawn from the top-LTV cohort, plus one specific spend reroute. This is the week your paid social team gets pulled in. It is usually the biggest dollar move in the cycle, and the one the client remembers at renewal.
Second audience and the cross-sell.
A second audience plus a cross-sell play that links it back to weeks one and two. This is where your strategist can credibly start framing the client's next quarter.
The full map. Then it repeats.
The remaining four audiences, the price elasticity read, and the LTV projections. The cycle closes with two audiences activated and four named and waiting. The next cycle activates the next two. As long as the client is retained, the briefs keep landing.
One 20-minute kickoff. Then weekly emails.
Your engineers never touch it and the client never exports anything. We connect read-only API access and deliver every week. We hold that access for as long as the engagement runs, and you can pull it any time. The client relationship stays yours.
No, this isn't another tool for your stack.
The pushback we hear from agency owners, answered here so the demo call is shorter.
What if the first client engagement doesn't land?
Pilot on one client. If the first cycle doesn't replace 30+ hours of your senior strategist's discovery work, we refund the pilot in full and you keep what's already landed. We'd rather you stop here than be in a partnership that doesn't work.
Three reasons to close this tab.
- You have your own analytics team and proprietary stack. If you're 100+ people with internal data scientists and a custom segmentation engine, you don't need us. Big shops build this in-house. We're for the agencies that haven't.
- Your client base isn't on Shopify, WooCommerce, Klaviyo, or Mailchimp. We work the platforms ecommerce DTC actually runs on. If your agency lives in HubSpot CRM land for B2B SaaS, we're the wrong call.
- You want a tool, not a deliverable. This is a productized service. We do the audit, your team does the strategy and execution. If you want a SaaS dashboard your strategist clicks around in, look elsewhere.
If any of these is you, don't book the demo. We'd rather skip the call than misfit a partnership.
How is this different from a Klaviyo or ecommerce agency?
We're not an agency. We're a productized audit your agency resells or refers. ESP agencies build flows from briefs. We write the briefs. Storefront devs rebuild the site. We tell you which audiences should see what. We do the discovery work your senior people currently eat without billing.
The demo, then a pilot on one of your clients.
Fifteen minutes. We walk through the deliverable, the white-label and referral models, and pricing for your client mix. If it fits, we run a pilot on one client. If it doesn't, we'll tell you on the call.