/ retention forensics
A complete forensic audit of your email and SMS program. We go deep inside the account, read every flow and campaign against a consistent standard, and hand you the findings and the roadmap. The audit is the product, not a sales call you sit through.
8+ HOURS INSIDE THE ACCOUNT
/ ONE DECK, ONE CALL, ONE ROADMAP
/ YOU OWN ALL OF IT
/ sound familiar
"Our open rates have never looked better and almost nobody clicks. I can’t explain it."
"We’re sending more than we ever have, and revenue is flat. The extra volume isn’t landing."
"Every expert who looks at the account says it’s fine. It is not fine, and I can’t prove it."
"We collect all this data at signup, and I don’t think a single email uses it."
"These flows were put together ages ago by someone who’s no longer here, and I’m trying to unravel it all."
"I genuinely can’t tell if we’re emailing too much or not enough. We’re guessing at this point."
/ the territory
Eight areas, read in depth. Email and SMS together, never as two separate channels.
01
Whether the program is actually reaching inboxes, and what it’s costing you where it isn’t.
02
Every automated flow, read against a consistent standard, email and SMS together.
03
What the program collects, and whether any of it is used to change what a subscriber receives.
04
Whether there’s a single source of truth for who the customer actually is, or several that disagree.
05
Platform configuration and routing, and where the stack is quietly working against itself.
06
Read together as a single customer experience, not two calendars run in parallel.
07
How often the program sends, and whether the cadence is wearing the list down or leaving revenue on the table.
08
Where the program sits on the maturity model, and the single move that advances it.
/ find yourself
Every program sits in one of four. Pick the one that sounds like you. The audit confirms it with evidence, and names the one move that advances you.
PHASE 1 / 4
The program is still being stood up.
/ you'll recognize this if
Core flows are missing or not firing
Sends go out inconsistently, with no reliable cadence
Most of the work is reactive, one campaign at a time
/ the move · revealed in the audit
The move out of Foundation is structural: what to build, and in what order. The specific sequence, against your own data, is what the audit names.
/ what you get
A complete read of the program, the live walkthrough, and the process guides to act on both. Yours whether you work with us afterward or not.
01
A full four act audit: where the program stands, what it’s costing you, the findings with evidence, and the recommended moves. The same deck we’d present to your team or your leadership.
02
Screen-shared through your actual account, not a generic deck. You ask questions in real time. Recording, transcript, and an AI summary included.
03
Where a finding calls for it, you get the actual process guide, the same one we’d run ourselves. Deliverability, folding dormant subscribers back into sending, building a data layer. Not just what to fix. How we’d fix it.
/ what happens after
The roadmap is yours. There's no obligation attached to it, and no pressure to choose us.
PATH A
Take the roadmap to your team, your agency, or your platform rep. It's written to be executed by anyone, in sequence, without us in the room. The playbooks give them the process to follow.
PATH B
If you'd rather not run it alone, we can execute the roadmap with you, or coach and train your team to run it themselves. Defined deliverables, no long-term retainer. You still own everything.
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