Audit & Strategy Roadmap
Execute on your own
with our audit, roadmap & playbook.
Sometimes great teams just need some guidance. We’ll run a retention marketing audit, build you a custom strategy roadmap & give you our playbook to execute.
What You'll Get:
2-hour strategy roadmap presentation call
In-depth account engagement & performance audit
In-depth copy & design audit
Flow development roadmap
Flow segmentation & personalization roadmap
List growth strategies
Campaign calendar, promotion & product launch optimization
A/B testing roadmap
Campaign segmentation & personalization roadmap
Weekly, monthly & quarterly reporting template
We give you literally...everything.
Everything You Need To Execute
01
Audit
We go deep on our analysis of your retention channels to find red flags, low-hanging fruit & opportunities to grow your business.
We’ll cover everything from customer lifecycle analysis, engagement, segmentation, deliverability, creative, send times & more -- for campaigns and flows, email and SMS.
We’ll cover everything from customer lifecycle analysis, engagement, segmentation, deliverability, creative, send times & more -- for campaigns and flows, email and SMS.
02
Roadmap
Then we’ll build a strategy roadmap for you, prioritized based on your business goals, team bandwidth, and expected ROI.
Because we know the best strategy is the one that you can execute.
Because we know the best strategy is the one that you can execute.
03
Playbook
You’ll also get all of the knowledge, resources, tactics & strategies to execute effectively.
This includes custom flow maps, strategy briefs, A/B testing recommendations & more.
This includes custom flow maps, strategy briefs, A/B testing recommendations & more.
04
Action Task List
And last but not least, it’s put together for you in an built-to-execute Action Task List that you can work on throughout the year.