Get a closer look at our process before we start working together


Step 1

Pick a Plan

Step 2

Project Kickoff

Step 3

Retention Setup

Step 4


Step 5


Pick a Plan

Start by filling out a simple form to help our team understand where you are as a brand, if you can benefit from our services, and what your goals are for the next few months.
  • Discuss your current Retention Marketing Situation
  • Scope the low-hanging fruits, weaknesses & strengths
  • Understand our solutions & how we work
  • Pick a plan that suits your growth stage & ambitions
Still have questions? Check our FAQs

Project Kickoff

After signing the agreement and making the investment, we dig deeper into your niche, audience, and your brand’s USP, so we can map out a Retention Strategy that’s right for you. 
  • Fill out onboarding surveys
  • Upload necessary brand assets and guidelines
  • Receive a 360* Brand Retention Audit
  • Approve the suggested Retention Strategy
Still have questions? Check our FAQs

Phase 1# Retention Flows Setup

After receiving your input on the brand tone, target audience, and customization requests, we proceed with the execution.
  • Leave revisions directly on designs with our Annotations Tool
  • Approve all deliverables (Email & SMS Designs & Copies)
  • Pre-launch QA
  • We push all flows live
Still have questions? Check our FAQs

Phase 2# Optimization
(Forms, Flows & Campaigns)

As soon as we finish launching the core flows, we move our attention to creating a campaign calendar and an optimization strategy for ongoing Flows, Campaigns, and Forms via impact-driven A/B testing.
  • Approve the Campaigns Calendar (Email & SMS Campaigns)
  • Approve the A/B testing Plan
  • Explore 3rd party apps to improve your customer experience.
  • Receive weekly project status updates & performance reports
Still have questions? Check our FAQs


At this stage, you may be considering an exit strategy and would like to de-risk the business by bringing the retention department in-house. As a result, you wish to:
  • Explore our "Build" offer to bring Retention In-house
  • Monitor your internal team's productivity & efficiency
  • Gain access to our internal resources (Templates, Training, Repositories, Checklists)
  • Optimize for higher profitability margins & overall company valuation.
Still have questions? Check our FAQs

Process Outlined


Get Familiar with the Brand
Target Audience Research
Competitors Analysis
Align on Content Strategy


Imagery Design
ESP & Third-Party Apps Setup
Migration & Tech Integration

Quality Assurance

Proofreading, Troubleshooting & Editing
Deliverability & Compliance Check
Pre-send Check

Send + Analyze

Final approval
Scheduling the Sends
Collect Insights
Refine Strategy


We preach overcommunication.
We never leave you in the dark.

Activity updates

We share weekly progress updates to make sure you stay informed about what we’re currently working on.

Bi-weekly Check-in calls

We offer you the option to take bi-weekly check-in calls in which we discuss current performance and align on the strategy.

Transparent Project Progress Tracking

You get access to a Kanban-style PM Board where you see tasks being assigned and worked on.

Fast & Easy Feedback

We have feedback checkpoints after each submitted deliverable. With our qualitative surveys, we made it super easy for you to submit constructive feedback that we immediately take and act on.

Frequently Asked

Check out the answers to our most frequently-asked questions and in case you haven’t got the answer to your question, check out Help Desk where you’ll find more information or you can submit your own inquiry.

Get In Touch
Will I have direct access to your team?
How will you report to me?
How and where will we communicate?
What is the number of updates I can expect per week?
How much time do I need to wait till I see the first deliverable live?
I have a lot on my plate. How much time & attention do you need from me?
What are your working hours?
How good is the quality of your designs or copywriting?
What if the deliverables (designs+copies) are inconsistent with the brand tone or voice?
Is there a limit on how many revisions I can submit per project?
What happens if I don’t like my design or copy?
How quick is your turnaround time?

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