---
title: "How Avantera built a $1M+ retention engine with Optimite."
brand: "Avantera Health"
vertical: "WELLNESS"
url: "https://optimite.ai/case-studies/avantera-health"
description: "Premium wellness brand selling supplements for cognitive health and longevity."
result_line: "$1M+ retention revenue"
published_at: "2026-05-11T18:01:15.858+00:00"
updated_at: "2026-05-11T20:21:24.165779+00:00"
metadata:
  - label: "Industry"
    value: "Wellness / Supplements"
  - label: "Region"
    value: "United States"
  - label: "Stack"
    value: "Klaviyo, Postscript, Recharge"
  - label: "Engagement"
    value: "Retention retainer, ongoing"
headline_stats:
  - value: "$1M+"
    label: "Retention revenue generated in 6 months"
  - value: "50+"
    label: "A/B tests shipped"
  - value: "2x"
    label: "Email and SMS sending volume scaled"
  - value: "6"
    label: "Channels connected as one retention program"
related: ["hairfinity-gofinity", "great-cbd-shop", "journalfy"]
publisher: "Optimite"
publisher_url: "https://optimite.ai"
---
# How Avantera built a $1M+ retention engine with Optimite.
> Six months. Six retention channels. One connected program. Here's how we doubled sending volume, shipped 50+ A/B tests, and turned email into Avantera's highest-leverage growth lever.
## About Avantera Health.

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.

## Challenge

Avantera's retention program wasn't broken. It was incomplete. They had a working email setup in Klaviyo, basic flows running, and a campaign calendar that shipped most weeks. What they didn't have was a system. Email and SMS ran in separate lanes. Lifecycle flows were thin. Subscription save was generic. The compounding wasn't happening.

Their internal team was capped on output and the existing retention work was leaving real revenue on the table. They needed a partner who could rebuild the foundations without disrupting the program that was already running. Fast. Compounding. With the kind of design and copy quality the brand demanded.

They also needed someone who understood wellness specifically. Compliance copy. Trust signals. The skeptical buyer mindset. A generalist agency wasn't going to work.

- Email and SMS were running as separate channels with no shared data
- Lifecycle flows were under-built (missing key sequences, basic logic, no segmentation)
- Subscription save was leaking cancel intents because the flow was generic

## Approach

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.

## The work we shipped.

Six retention channels rebuilt as one connected program.
### EMAIL: Rebuilt from foundations
- Full Klaviyo audit and architecture rebuild
- Welcome flow rebuilt with quiz-driven segmentation
- Campaign calendar redesigned around wellness buyer behavior
- 50+ A/B tests shipped across subject lines, content blocks, send times

### SMS: Doubled sending without burning the list
- Cross-channel coordination with email
- Subscription save SMS sequences
- High-intent moment messaging (post-purchase, replenishment, restock)
- Compliance-aware copy for wellness category

### LIFECYCLE FLOWS: Built the missing layer
- Browse abandonment with intent-aware logic
- Replenishment flows tuned to actual product consumption
- Post-purchase nurture sequences for new buyers
- Win-back flows for lapsed subscribers

### LIST GROWTH: Capture mechanics that feed lifecycle
- Quiz funnel rebuilt with goal-based segmentation
- Pop-up redesigned with higher capture rate
- Lead magnet refresh with wellness-specific value
- SMS opt-in built into welcome flow

### LOYALTY: Woven into post-purchase, not bolted on
- Tier program tied to subscription tenure
- Loyalty woven into welcome, post-purchase, and lifecycle
- Points balance reminders integrated with email
- Referral program for repeat buyers

### SUBSCRIPTION SAVE: Closed the cancel intent leak
- Save flow rebuilt with wellness-specific cancel reasons
- Pause-instead-of-cancel logic
- Win-back sequences for lapsed subscribers
- Dunning sequences for failed payments

## Results

Six months into the engagement, the numbers told the story. The retention program that had been incomplete became Avantera's highest-leverage growth lever. Email and SMS combined contributed over $1M in attributed retention revenue. Sending volume doubled without hurting deliverability. The A/B testing engine shipped 50+ tests, each one compounding the program's performance. Subscription save flows started recovering cancel intents that had been leaking for months.

- **$1M+** — In attributed email and SMS revenue (6 months)
- **50+** — A/B tests shipped and analyzed
- **2x** — Sending volume scaled without deliverability hit
- **6** — Connected retention channels running as one program

The work continues. Avantera and Optimite are still running the program together, shipping new tests every week, optimizing the flows that are already live, and building the next phase of the retention system. Retention isn't a project that finishes. It's a system that compounds.

## Testimonial

> The quality and timeliness of deliverables are most impressive.
>
> Optimite has generated over $1 million in email/SMS revenue, launched over 50 A/B tests, and doubled email/SMS sends. The team has always been on time with deliverables and has used ClickUp to organize tasks. The team's quality work and strong account manager have stood out.
>
> — Zack P., Head of Growth, Avantera Health