Find the 20-30% You're Missing in Your Email/SMS Program
Our retention marketing audits routinely find 20-30% performance lifts—even in the most polished programs.
Ever been handed a revenue goal for Email/SMS and wondered where you'll find the growth? Most retention teams are sitting on untapped revenue but can't see it from inside their own program.
We've audited 400+ email and SMS programs. We know exactly where to look. And we'll show you which buttons to click.
What Retention Teams Tell Us
Real quotes from real audit calls
“We're guessing. We're sending customers through a post-purchase journey without knowing if they've actually received their product.”
— Ecommerce Director, Apparel Brand
“This is kind of where personalization dies... we don't know if somebody's here for acne or something else. We're trying to sell the entire package in one go because we don't know.”
— CRM Manager, Health & Wellness Brand
“Everyone's just looking at revenue. They're not seeing those other aspects.”
— Retention Marketer, DTC Brand
“We've talked about personalization. We've wrestled with the idea. But we never figured out how to actually implement it.”
— Lifecycle Marketing Lead, Home Décor Brand
“We fill up our profiles with data... it's not junk, but it's not usable right now. We don't know what to do with it.”
— CRM Lead, Multi-Brand Retailer
These problems have solutions. Let us show you exactly where to find them.
What We Actually Solve
Every problem above has a solution. Here's what you walk away with.
✕“I don't know how to technically implement this”
“My brain always goes to the technical side... I love all these ideas. How do I actually implement this in Attentive?”
— Retention Lead, Home Décor Brand
What we deliver:
Button-by-button implementation guides. We tell your platform team exactly what to build and how.
✕“I can't get leadership to care about anything but revenue”
“We need to justify why we're spending time on infrastructure instead of just sending more campaigns.”
— Retention Manager, Apparel Brand
What we deliver:
A presentation deck with the business case built in. Data collection as a conversion metric. Infrastructure investment justified.
✕“We're overwhelmed and don't know where to start”
“We have 15 flows already. Adding more feels impossible with our current team size.”
— Email Manager, Personal Care Brand
What we deliver:
A phased roadmap. Wave 1 in 30 days. Wave 2 over 2-12 months. Strategy that doesn't bury your team in work.
✕“We have tons of data but can't use it”
“I counted 100+ data points on this person... I didn't think any of them were actionable in a message. It was all latitude, longitude, phone number, SMS consent.”
— From a recent audit review
What we deliver:
The specific data points that actually change messages. Not more software—just what you need to personalize.
✕“I need someone to validate my instincts”
“I think it just further proves that we should go that route.”
— Email Marketing Manager, Beauty Brand
What we deliver:
Expert validation from people who audit retention programs every day. Confirm you're on the right track—or discover what you're missing.
What's Included In Every Audit
Comprehensive Audit Document + Platform Handoff
Everything in writing—shareable with leadership, your retention team, and your platform reps. We send findings directly to your Klaviyo, Attentive, or platform team so they can help you execute.
1-Hour Live Walkthrough with Our Email/SMS Strategist
We walk through key findings, answer your implementation questions, and show you exactly which buttons to click in Klaviyo, Attentive, or your platform
Full Recording + Transcript + AI Summary
Share with team members who couldn't attend or revisit specific recommendations anytime
Prioritized Recommendations by Revenue Impact
Quick wins separated from longer-term initiatives so you know exactly what to do first
Your 2026 Retention Marketing Roadmap
Use our audit as your strategic plan for leadership—a clear view from people who optimize email/SMS programs every day
Perfect for retention marketers, email/SMS specialists, agency partners, and anyone responsible for lifecycle revenue. Use it as your 2026 plan for leadership or simply a clear view of where to focus.
Built for Handoff
Your audit isn't just for you—it's a package your platform team can actually execute on.
“Connecting back to the Attentive team so that tactically this can all get built out will probably be what will be most meaningful to me.”
— Director of Brand, Home Furnishings Brand
Most audits are PDFs that sit in a folder. Ours are built to share—with your leadership, your team, and your platform reps.
Full recording, transcript, and presentation deck—ready to forward to your Attentive CSM or Klaviyo rep
Technical specs written in their language (URL rules, show/hide logic, flow triggers, display rules)
Your platform's white-glove team can execute what we recommend—we write the specs, they click the buttons
“This is what their white-glove team should be doing for you, by the way.”
— From a recent audit call (on Attentive setup)
You leave with a plan. Your platform team gets a build spec.
We Analyze Every Lever in Your Email/SMS Program
And show you exactly which buttons to click in your platform
List Growth & Opt-in Strategy
Where you're losing potential subscribers and how to plug those holes. Small improvements here compound into massive performance gains.
Automated Journeys / Flows / Sequences
The highest-ROI work in retention marketing. We audit every automated email and SMS journey to find missing flows, optimization opportunities, and quick wins waiting to be activated.
Segmentation Practices
Most programs barely scratch the surface. We identify targeted customer groups that can 2-3x your revenue per message with better targeting.
Campaign Strategy & Execution
From email campaign calendars to SMS promotional strategy—we analyze your one-off sends, content performance, and timing to show you the adjustments that lead to dramatic improvements in engagement and revenue.
Deliverability & Inbox Health
The mechanical lever most teams overlook. Technical issues silently kill performance—we show you how to unlock revenue through better inbox placement.
Apps, Plugins & Integrations
We review your tech stack to ensure data flows correctly and you're maximizing the tools you're already paying for.
Get Your Email/SMS Audit
Questions We Answer in Every Audit
Real concerns from real retention teams—and what we show them
Welcome Series
What clients ask us:
“How do I segment without making my team manage 10 different flows?”
— Retention Lead, Home Décor Brand
“We're trying to sell the entire package in one go because we don't know who they are.”
— Email Manager, Personal Care Brand
What we show you:
- ✓Which pop-up splits are worth the effort (hint: 2-3 max, not 10)
- ✓How to personalize without rewriting every email
- ✓The exact URL rules and display logic for your platform team
Revenue Opportunity:
20-40% of total flow revenue
Browse Abandonment
What clients ask us:
“What's the trigger timing? Too fast? Too slow?”
— Common audit question
“We're missing browse abandonment entirely—traffic converting at 1.2% when industry standard is 2-3%.”
— From audit findings, Health & Wellness Brand
What we show you:
- ✓Whether you're leaving money on the table (spoiler: you probably are)
- ✓Product recommendation logic that goes beyond "you viewed this"
- ✓How to layer browse abandonment with your welcome series
Revenue Opportunity:
10-15% lift in site conversions
Cart Abandonment
What clients ask us:
“Should we use urgency tactics? We've been afraid to seem pushy.”
— Common audit question
“At what point is the customer going to be frustrated by the number of messages?”
— Email Manager, Personal Care Brand
What we show you:
- ✓How many touches actually work (and when to stop)
- ✓High-AOV vs. low-AOV treatment strategies
- ✓The SMS vs. email split for cart recovery
Revenue Opportunity:
5-15% cart recovery rate
Checkout Abandonment
What clients ask us:
“Is it shipping? Payment? Trust? We can't figure out where they're dropping off.”
— Common audit question
“SMS vs. email—which one works for high-intent recovery?”
— Common audit question
What we show you:
- ✓Friction point identification (we've seen the patterns)
- ✓Trust signals that actually move the needle
- ✓When incentives help vs. when they train bad behavior
Revenue Opportunity:
8-12% checkout recovery
Post-Purchase
What clients ask us:
“We're guessing. We're sending customers through a post-purchase journey without knowing if they've actually received their product.”
— Ecommerce Director, Apparel Brand
“How do we know when to message if we don't know when they received their product?”
— Common audit question
What we show you:
- ✓Cross-sell timing that doesn't feel pushy
- ✓Review/UGC collection strategy and timing
- ✓Second purchase acceleration (the metric that actually matters)
Revenue Opportunity:
20-30% repeat purchase boost
Winback
What clients ask us:
“Are we starting too late? How do we know when someone's actually lapsed?”
— Common audit question
“What's the sunset strategy for people who are truly gone?”
— Common audit question
What we show you:
- ✓Trigger timing based on your actual purchase cycle
- ✓Incentive testing vs. messaging refresh (which to try first)
- ✓When to let go and protect your deliverability
Revenue Opportunity:
2-5% list reactivation
✨Plus Custom Journeys Specific to Your Business
Every audit is tailored to your business model. Beyond the core journeys above, we also analyze:
...and any other automated journeys unique to your retention strategy
See How Your Journeys Measure Up
Real Results From Real Audits
Every one of these success stories started with an audit that uncovered hidden opportunities
From $400K to $750K Monthly Revenue in 7 Months
What The Audit Uncovered:
- ×Outdated "finished" flows that hadn't been optimized in years
- ×Critical deliverability issues silently suppressing performance
- ×Massive organic traffic not being captured effectively
- ×Zero segmentation strategy despite diverse customer base
What We Recommended:
- ✓Complete flow replacement using our HPCJ™ framework
- ✓Full deliverability overhaul (SPF/DKIM/DMARC + domain warming)
- ✓Strategic popup and opt-in strategy to leverage traffic
- ✓Purchase behavior segmentation for personalized journeys
The Result:
Revenue nearly doubled within 7 months. The brand went from "set it and forget it" to a strategic retention engine that scales with their growing organic presence.
+$164K Monthly Revenue in First 30 Days
What The Audit Uncovered:
- ×Campaign calendar was reactive, not strategic—no planning around product launches or seasonal moments
- ×Missing browse abandonment flows entirely (traffic converting at 1.2% when industry standard is 2-3%)
- ×Zero urgency or scarcity tactics despite limited product drops creating natural FOMO
- ×Email and SMS treated as separate channels with no coordination strategy
What We Recommended:
- ✓Overhaul campaign strategy with proactive calendar built around product launches and seasonal peaks
- ✓Build browse abandonment flows immediately (highest ROI quick win)
- ✓Add urgency-driven automation triggers for limited inventory and time-sensitive offers
- ✓Coordinate email/SMS sends for product drops (SMS for urgency, email for education)
The Result:
$164K increase in first 30 days from immediate implementation of browse abandonment alone, with campaign strategy overhaul driving sustained performance lift. The coordinated two-channel approach for product drops increased conversion rates by 40% compared to previous launches.
+$165K Monthly Revenue in Just 30 Days
What The Audit Uncovered:
- ×B2B wholesale customers (40% of revenue) treated identically to D2C
- ×Generic post-purchase sequence missing cross-sell opportunities
- ×Deliverability declining but cause unclear
- ×No differentiation between buyer types in messaging or offers
What We Recommended:
- ✓Separate B2B wholesale retention strategy (reorder cycles, bulk offers)
- ✓Dynamic post-purchase journeys based on first purchase category
- ✓Technical deliverability fixes (subdomain setup, authentication)
- ✓Segmented campaigns by customer type and purchase behavior
The Result:
$165K increase in first 30 days from quick-win implementations. The B2B segmentation alone recovered revenue being lost to generic messaging, while the D2C side saw immediate lift from relevant post-purchase cross-sells.
Note: All results shown are incremental revenue increases attributed to email/SMS program improvements. Client names anonymized but results are real and verified. Every engagement started with a comprehensive audit that identified these specific opportunities.
What Clients Say About Working with The Email Experience
Don't just take our word for it
“Working with The Email Experience was incredibly valuable. Their depth of knowledge in retention marketing and email/SMS strategy was exceptional, and they tailored insights exactly to where our business is at. The audit uncovered opportunities in our flows and campaigns we would have never found on our own. The investment paid for itself in the first month—I recommend them to any business looking to improve their retention performance.”
Josiah Lowe
Founder, Mentis Collective
“The Email Experience team brings both strategic insight and tactical execution to retention marketing. Their commitment to continuous improvement and data-driven decision making sets them apart. Working with them has been both professionally rewarding and measurably profitable for our business.”
Esbjorn Fiers
Co-Founder, Madamsew.com
“Put simply, The Email Experience is value add. Their experience in retention marketing, combined with a focus on accountability and measurable growth, makes them the kind of partner that propels your business forward. They don't just audit—they show you exactly how to execute.”
Jordan Myers
Sales Director, Henkels & McCoy
What Clients Say After The Call
“This feels empowering and exciting. I have a lot of wheels spinning.”
— Retention Lead, Home Décor Brand
“This is exactly what we needed. I finally have a clear picture of what to prioritize.”
— Email Manager, Personal Care Brand
What Are You Missing?
What We Routinely Find
20-30%
Performance lifts from low-hanging fruit alone
✓ Quick Wins You Can Act On Today
Button-by-button implementation guidance in Klaviyo, Attentive, or your platform that you can execute immediately
✓ Your 2026 Retention Marketing Roadmap
Strategic direction for your email/SMS program that you can present to leadership with confidence
✓ Clear Revenue Opportunities
Prioritized by impact so you focus on the flows, campaigns, and segments that matter most
✓ Expert Validation
Confirm your approach or uncover blind spots from specialists who audit retention programs every day
Even the most polished programs have hidden revenue waiting to be unlocked. Our audit shows you exactly where to find it.
Frequently Asked Questions
Everything you need to know about the audit
Ready to Discover Your Growth Opportunities?
50% Off Through Dec 31 or First 15 Audits