Store and stack audit
Customers, consent, catalog, variants, collections, carts, checkouts, orders, discounts, fulfillment, returns, tags, integrations, and event reliability.
What the work covers
A connected system, not isolated activity.
Shopify provides valuable commerce context, but a storefront connection does not automatically create a useful retention program. Retain Inc helps brands decide which events can be trusted, how campaigns and flows should use product and customer history, where other tools fit, and how email should support product success and repeat purchase.
Shopify campaign strategy
Launches, merchandising, seasonality, inventory, margins, cohorts, loyalty, product education, frequency, and email or SMS coordination.
Lifecycle flows
Welcome, browse, cart, checkout, post-purchase, product education, replenishment, cross-sell, back-in-stock, loyalty, review, reactivation, and win-back.
Customer segmentation
First versus repeat, lifecycle stage, recency, frequency, value, category affinity, product ownership, returns, discounts, engagement, and eligibility.
Creative and production
Campaign briefs, copy, creative direction, dynamic content requirements, product fallbacks, build support, QA, and launch coordination.
Commerce measurement
First-to-second purchase, time to next order, repeat rate, reactivation, cohort behavior, margin, deliverability, attribution limits, and controlled lift.
Campaign and journey examples
Concrete work shaped by customer context.
Product-aware welcome
Adapt education and merchandising to signup context and declared interest, then exit or branch when the subscriber places an order.
Post-purchase education
Use actual line items and fulfillment context to support product success before introducing replenishment, accessories, or category expansion.
Back-in-stock journey
Validate variant availability and customer intent, avoid recommending a substituted product blindly, and stop after purchase or stock change.
Category win-back
Define lapse from the normal buying cycle, use prior category and return context, and protect sender reputation with a clear sunset path.
The process
From current-state evidence to a system that can improve.
Connected expertise
Keep exploring the right next layer.
Frequently asked
Questions before the work begins.
Do you claim an official Shopify partnership?
No. Retain Inc does not present an unfounded platform partnership or certification claim. The work is based on the client's store, data, integrations, tools, and business requirements.
Do you only work with Klaviyo?
No. We assess the current email and CRM stack, required capabilities, data, team, constraints, and switching costs before recommending a platform path.
Can you manage campaigns and flows?
Yes, depending on scope. Work can include strategy, planning, copy, creative direction, segmentation, production support, automation, QA, testing, and measurement.
How does this relate to your Shopify industry page?
The Shopify industry page covers the broader retention system across email, CRM, SMS, and automation. This page focuses on evaluating and delivering the email agency engagement.
Start with clarity
Choose the most useful next customer opportunity.
Bring your goals, current stack, customer journey, and constraints. We will begin with the questions that matter.
Book a strategy call