Retention Accelerator
01
Onboarding & Discovery
We'll begin with a detailed onboarding call and a full audit of your email & SMS setup, current flows, campaigns, and lead capture touchpoints. This gives us visibility on where your retention efforts are leaking revenue and where untapped potential lies.
It sets the foundation for a lean, high-ROI system that maximizes every email and text dollar you spend. This means less wasted effort, more efficient marketing, and more money to help offset some of those rising costs, putting your margins back on your side.
02
Strategy Development
With the audit insights in hand, we build your Email & SMS Retention Framework.
This includes:
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Three campaign mockups to help you launch higher-performing emails with confidence
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A strategy to deploy or optimize 5 Core Automated Flows
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A custom lead capture strategy to increase opt-ins and reduce drop-off
This system empowers you to break free from the constant pressure of chasing new customers and instead build meaningful, repeat relationships. With a strategic plan like this, your brand stands out in a crowded market, deepening customer loyalty and becoming their first choice time after time.
03
Content Planning & Creation
Now that we know the "what," it’s time to shape the "how." We create copy and designs for key lead generators and automations that mirror your brand voice and speak directly to your customers.
We’ll ensure that your emails and texts spark real conversations, build trust, and develop a stronger affinity. By standing out with authentic, targeted communication, we’ll carve a competitive edge and drive sustainable growth.
04
Execution Setup
Once the content is ready, we handle the setup. From flow creation to backend configuration, we make sure everything is built properly in your ESP/SMS platforms, tested across devices, and scheduled at the most optimal time.
By taking the technical complexity off your plate, we give you back precious time and energy to focus on product development, operations, scaling, or the other parts of your business that excite you most. Meanwhile, your retention system will be busy working in the background, reliably driving more passive revenue.
05
Insights & Hand Off
Post-launch, we’ll track results, analyze data, and report on what’s working and where we can improve. Your 30-day campaign calendar is built with recommended send dates, themes, offers, and content ideas, all mapped to your sales cycle and seasonal patterns. We also define KPIs to track for each part of the journey, so you always know if you’re hitting benchmarks and what needs refining.
With actionable insights and ongoing optimization, you’ll gain the confidence and clarity to scale without the guesswork, making your growth more sustainable and less stressful.