How Avantera built a $1M+ retention engine with Optimite.

Avantera Health builds premium supplements for cognitive performance, focus, and longevity. Their flagship products include nootropic blends, magnesium complexes, and longevity stacks designed for high-performers who care about science-backed formulations. The brand sells direct to consumers through their Shopify store, with a strong subscription model and a loyal repeat customer base.

When Avantera came to us, the brand had already built a strong product, a clean visual identity, and a growing customer base. What was missing was a retention system that could keep up with their acquisition velocity and turn first-time buyers into long-term subscribers.

We started with a full Klaviyo audit. Not just the flows, but the segments, the integrations, the sending infrastructure, and the data hygiene. We mapped what was working, what was leaking, and what needed to be rebuilt from the foundations up.

From there, we built a 90-day plan with three phases. Phase one was foundations: rebuild the welcome flow, fix the broken segmentation, set up cross-channel coordination between email and SMS so they stopped duplicating sends. Phase two was lifecycle expansion: build the missing flows (browse abandonment, replenishment, win-back, post-purchase nurture), tune them to wellness buyer behavior, and connect them to the campaign calendar. Phase three was subscription save and optimization: rebuild the subscription save flow, add cancel intent recovery logic, and start the A/B testing engine that would turn the program into a compounding system.

Throughout the engagement, we worked as Avantera's embedded retention team. Direct Slack channel. Direct ClickUp workspace. Weekly syncs. No layers, no account managers translating between us, no waiting on approvals. The work shipped faster because the workflow was direct.