Templates and playbooks we use with real clients.
Practical resources for D2C retention, lifecycle email, and CRM — free with a working email.
FIFA x Lego
This case study breaks down how LEGO used the FIFA moment to launch its trophy set with cultural relevance and perfect timing. It shows how a product drop can become bigger than a product when it connects to a story people already care about.
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Nike - Case Study
Nike walked away from undifferentiated wholesale, reduced its reliance on Amazon, and rebuilt itself as a membership-first brand, turning 300 million members into a compounding retention engine.
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The Deliverability Handbook - Mini Guide
This handbook covers the three authentication protocols (SPF, DKIM, DMARC), the exact complaint-rate thresholds that decide inbox vs. spam, the four list habits that quietly destroy sender reputation, and a step-by-step triage for when sends stop landing.
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Why Customers Actually Leave - Mini Guide
This guide breaks down the behavioral breadcrumbs customers leave before they go, when churn actually starts, what it really costs you, and why your dashboard's green metrics are hiding the problem.
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Starbucks - Case study
How Starbucks turned seasonal scarcity, mobile personalization, and ritual into one retention machine, and what to steal.
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Apple - Case Study
Apple built a retention machine using switching costs, ecosystem depth, and behavioural data. This study shows what that looks like in practice and how DTC brands can apply the same logic at their scale.
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The SMS Playbook for Email-First Brands - Mini Guide
Most brands treat SMS like a faster email. That is why most brands see unsubscribes spike after the third send. This guide covers what SMS is actually built for, which moments convert, and how to build a list that stays warm instead of burning out.
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The Klaviyo Account Health Checklist - Mini Guide
Flow coverage tells you whether the right emails are triggering at the right time. Segmentation tells you whether they are reaching the right people. Deliverability tells you whether they are arriving at all. This checklist covers all three, plus lists health and campaign discipline, in one structured audit framework.
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The Discount Addiction Diagnosis - Mini Guide
This guide breaks down how discounting trains your customers to wait for a code and what your Klaviyo data already knows about the damage it is doing. It shows how to diagnose the dependency, calculate the real cost, and rebuild the flows that make the discount optional.
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The Klaviyo Account Autopsy - Mini Guide
An account that looks healthy on open rates can still be leaving serious revenue behind. The signal is not opens. It is revenue per recipient, and this guide gives founders the audit framework to find out what is actually happening inside their Klaviyo account.
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Gymshark - Case Study
This case study breaks down how Gymshark made churn painful by giving customers a training history, a tier status, and an identity that could not be packed up and taken to a competitor. It shows what happens when a brand stops treating retention as a campaign and starts building it as infrastructure.
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WHOOP - Case Study
WHOOP gave away the device and charged for the insight. The longer you stayed, the more irreplaceable it became. This case study breaks down how that one decision built the most defensible retention model in consumer wellness.
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Calm - Case Study
Calm built a system where cancelling feels like losing the one thing that helps you sleep. This case study shows the retention infrastructure behind that and what subscription brands can take from it.
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Charlotte Tilbury - Case Study
Charlotte Tilbury's rewards spending with access, and access is something no competitor can match with a discount code. Here is the retention system behind a brand that tripled net revenue after acquisition.
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