Strategic Transformation That
Builds Internal Capability
Not everyone needs an agency to execute. Some teams need a strategic partner to level them up — then get out of the way.
Our consulting and coaching programs give your team the knowledge, frameworks, and confidence to run world-class retention marketing in-house.
Sound Familiar?
“We have the team, but they're learning as they go. I wish they had someone to learn from who's done this hundreds of times.”
VP of Marketing
DTC Brand
“Our agency handles everything. But what happens when they leave? We don't understand our own program.”
Ecommerce Director
Apparel Brand
“I just took over retention marketing. I need to get up to speed fast and prove I know what I'm doing.”
New CRM Manager
Beauty Brand
These challenges have solutions. Here's how we help.
Who This Is For
Consulting isn't for everyone. Here's who gets the most value.
Growing & Launching Brands
You have a team but need the playbook. We transfer 18 years of retention expertise so your people can execute at an agency level — without the agency price tag.
Established & Scaling
Doing $250K+ monthly in email/SMS and ready to level up. Your program is working but you know there's more opportunity — we help you find and capture it.
Enterprise Teams
You have an internal retention team and don't want to hire an agency. Get expert training and team enablement from people who've built 400+ programs.
How We Work Together
Every engagement is customized, but here are the common ways we partner with teams.
Strategy Sprint
2-4 WeeksIntensive strategic engagement to solve a specific challenge or build a roadmap. You get a complete strategy document, prioritized action plan, and implementation guidance your team can execute.
- →Retention Forensics audit included
- →Tech stack audit and recommendations
- →Strategic roadmap with revenue projections
- →Weekly live strategy sessions
- →Async Slack channel for questions
- →Implementation playbook your team keeps
Team Coaching Program
8 WeeksStructured program to level up your retention team. Weekly live sessions, hands-on exercises, real-time feedback on their work, and a library of resources they keep forever.
- →Retention Forensics audit included
- →8 weekly live coaching sessions (60-90 min)
- →Async Slack support between sessions
- →Integration deep dives (Klaviyo, Attentive, etc.)
- →Loom library with frameworks and walkthroughs
- →Templates, SOPs, and documentation
- →Real-time feedback on flows, campaigns, strategy
Ongoing Advisory
MonthlyA strategic partner on retainer. Monthly strategy sessions, unlimited async questions, campaign reviews, and a sounding board for your retention decisions. Cancel anytime.
- →Retention Forensics audit included (first month)
- →Monthly 60-minute strategy call
- →Unlimited async questions via Slack
- →Campaign and flow reviews as needed
- →Cancel anytime — no long-term commitment
Every consulting package includes a free Retention Forensics audit ($2,000 value) to establish your baseline.
What Your Team Walks Away With
The same knowledge we use to build 400+ retention programs — transferred to your team.
Strategic Frameworks
The same frameworks we use to build 400+ retention programs. Segmentation, journey architecture, testing methodology, and more.
Prioritization Skills
Know what to work on first. We teach you how to evaluate opportunities and focus on what actually moves revenue.
Platform Mastery
Deep knowledge of Klaviyo, Attentive, and adjacent tools. Not just how to use them, but how to use them strategically.
Measurement & Reporting
Build dashboards and reports that matter. Know what metrics to track and how to communicate results to leadership.
Copy & Design Principles
What makes email/SMS convert. Subject lines, CTAs, layout, timing — the tactical knowledge that drives results.
Confidence
Your team stops second-guessing. They know why they're making decisions, not just what decisions to make.
Consulting vs. Done-For-You
Consulting & Coaching
- ✓We teach, you execute
- ✓Your team gains permanent skills
- ✓Works alongside existing resources
- ✓Best for building internal capability
- ✓Knowledge stays when we leave
Done-For-You Services
- ✓We execute, you review
- ✓Fast results, less learning curve
- ✓Ideal when bandwidth is limited
- ✓Best for getting things done now
- ✓Deliverables ship, then we're done
Not sure which is right? Many clients do both — a build tier with coaching included (Transform) or execution first, then coaching to maintain.
Frequently Asked Questions
Ready to Talk?
Every consulting engagement starts with a conversation. Tell us about your team, your goals, and where you're stuck — we'll recommend the right path forward.
Email us directly:
charlene@experience.emailOr start with Retention Forensics — many consulting engagements begin there:
Learn About Retention Forensics →Looking for done-for-you execution instead?
View Journey Builds & Services →