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- What does a retention marketing consultant do?
- I own the part of your marketing that happens after the first order: email, SMS, lifecycle flows, segmentation, and the reporting that shows whether customers come back. Depending on the engagement, I audit, build, or run the program alongside your team, agency, or freelancers.
- What size brand do you work with?
- Most of my clients are CPG and DTC brands doing roughly $5M to $100M a year. Below about $1M there usually isn't enough customer data to justify senior retention work, and I'll tell you so on the first call.
- Why hire a consultant instead of a retention agency?
- With me, the person who scopes the work is the person who does it. Agencies are a good fit when you need a large production team. I'm a better fit when you need senior judgment, a program built right, and someone who connects retention to your paid media and your numbers.
- Do you work directly with brands or through agencies?
- Both. I work directly with brands, and I've also been the senior retention lead inside agency and growth teams. If you're an agency with a client who needs lifecycle strategy, let's talk.
- What's included in a Retention Audit?
- A review of your Klaviyo account, flows, campaigns, segmentation, SMS, deliverability, list health, and integrations, measured against your revenue goals. You get a ranked list of fixes with effort estimates and a walkthrough call, in two to three weeks.
- Do you only work in Klaviyo?
- Klaviyo is where I spend most of my time, and I'm Klaviyo Product Certified. I've also worked with Shopify, ReCharge, Skio, Stay.ai, Yotpo, Okendo, and HubSpot, and I've moved programs between platforms.
- Do you manage paid media too?
- I plan and direct it: channel mix, budget recommendations, forecasts, and performance reviews, working with whoever runs the ad accounts. Retention is my focus. Paid planning is how I make sure the customers you buy are worth keeping.
- Do you work with subscription brands?
- Yes. Subscription and replenishment brands are a big part of my work, and I've worked in ReCharge, Skio, and Stay.ai alongside Klaviyo.
- How is pricing structured?
- The Retention Audit is a fixed fee. Builds are scoped as fixed projects, and ongoing work is a monthly retainer. We'll size it on a 30-minute call.