Modules

One engine, six working parts.

Consolidate the data, define the policy, produce the audience, hold out a control group, measure the lift and keep the evidence.

  • 01

    Signals

    Purchase history, reorder timing, spend, engagement and consent, consolidated from every connected source into one customer profile.

  • 02

    Audiences

    A current, campaign-eligible list that refreshes as data changes and passes into Klaviyo or the client's own automation.

  • 03

    Campaigns

    Standing policies that define who qualifies, who is suppressed and how often the audience is re-evaluated.

  • 04

    Experiments

    Randomized holdout allocation built into the policy, so a control group exists before the campaign runs, not after.

  • 05

    Results

    Treated-versus-holdout comparison and estimated incremental revenue, separating caused revenue from normal purchasing.

  • 06

    Evidence

    The conditions each customer satisfied, the reason others did not qualify, and retained source records behind every decision.

Signals

What the consolidated data looks like.

Commerce, marketing and subscription data in one place, so policies are written against real conditions. Each panel is a signal a policy can use.

01 / 03

Where is revenue being left on the table?

Revenue, customers and buying patterns, consolidated from commerce data.

Revenue by month

Net of refunds, cancelled orders excluded, last 24 months

PEAKGAP TO PEAK
Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Sep 26

Customer lifecycle

Where every customer is today

200Kcustomers
  • Prospect46%
  • New1%
  • Active3%
  • Active subscriber1%
  • At risk3%
  • Lapsed46%

Usual device

From forms and orders, last 12 months

17Kcustomers
  • Mobile53%
  • Desktop46%
  • Tablet1%

New and returning buyers

People who ordered each month: first order that month, or back again

  • Returning
  • New
Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Sep 26
02 / 03

Who can be contacted, and how often?

Send volume, engagement and deliverability, read from your sending platform.

Emails sent per day

Last 30 days, by the kind of email

  • Promotional
  • Educational
  • Transactional and win-back
FATIGUE WINDOW
Aug 29Sep 3Sep 8Sep 13Sep 18Sep 23Sep 27

Email engagement

Deepest engagement in the last 30 days

200Kcustomers
  • Clicked4%
  • Opened26%
  • Not opening34%
  • Not emailed36%

Send mix

Share of about 2M emails sent in 30 days

4.4emails a week, typical customer
  • Promotional70.5%
  • Educational29.3%
  • Transactional0.1%
  • Winback0.0%

Deliverability

Per email sent, last 30 days. The marker is the limit.

  • Spam complaints0.03%within limit
    About 500 complaints
  • Bounces0.18%within limit
    About 3.5K bounces
  • Unsubscribes0.21%within limit
    About 4K unsubscribes
03 / 03

Who must be suppressed?

Subscription status, cancellation reasons and failed charges: conditions a policy can exclude on.

Subscriptions

Subscribers by status

15Ksubscribers
  • Active19%
  • Paused1%
  • Cancelled80%

Why subscribers cancel

Reason given at the latest cancellation

  • Other reason47%
  • I already have more than I need25%
  • This was created by accident10%
  • I no longer use this product8%
  • This is too expensive6%
  • Passive churn (billing)4%

Failed subscription charges

Last error, customers with a failed charge

  • Payment method not found66%
  • Closed max retries reached8%
  • Invalid payment method7%
  • Insufficient funds6%
  • Payment method declined5%
  • Other7%

All figures shown are sample data.

Start with an audit of the revenue you are already leaving behind.