Retention strategy, without losing a strategist to ops
StackCertified lifecycle operators own the calendar, the segmentation logic, and the reporting — so your senior strategist stays on the roadmap.
Starting at $3,200–$4,800/month. Ready in 7 days.
The Scorecard
- Lifecycle mapping
Journey maps by customer state — new, repeat, VIP, at-risk, winback — translated into concrete flows and campaigns.
- Segmentation design
Audience logic in plain English with measurable thresholds, handed to Klaviyo Ops for build.
- Calendar planning
90-day rolling calendar tied to offers, stock, and seasonality — reviewed weekly with the client.
- Testing roadmap
Prioritized A/B test backlog with expected impact, sample size, and stop rules.
- Retention reportingClaude
Weekly client-ready narrative on cohort behavior, top flows, and the one thing to change next week.
AI Stack They're Certified On
Sample KPIs
- Flows optimized / quarter (target ≥ 6)
- Retained-cohort revenue share (target ≥ 40%)
- Test throughput (target ≥ 2 tests / week shipped)
- Weekly client NPS on reporting clarity (target ≥ 9/10)
Drafts retention memos, summarises cohort data, and generates hypothesis framing for weekly tests.
Sets strategy, makes offer/segmentation calls, and owns the client relationship.
Sample SOP
- Monday read — cohort + flow + campaign numbers reviewed before the client sync.
- Tuesday sync — 30-min client call with three decisions: what shipped, what changed, what's next.
- Wednesday brief — specs dropped for Klaviyo Ops + Copywriter.
- Thursday QA — reviews campaigns + flows built during the week.
- Friday memo — weekly retention narrative sent to client.
Rule: every sync ends with three decisions, not a status update.
Who this operator is for
Your senior retention strategist is the bottleneck. Ten accounts each want their attention and the calendar slips. A StackCertified Lifecycle Strategist runs the day-to-day — planning, segmenting, reporting — while your senior strategist stays on the top five accounts and the product roadmap.
What changes in the first 30 days
- Week 1 — onboard to two pilot accounts, shadow senior strategist.
- Week 2 — own Monday read + Friday memo on both.
- Week 3 — own the Tuesday client sync on one account.
- Week 4 — senior strategist reviews output, doesn't produce it.
What they don't do
They don't pitch new clients or own the agency's retention methodology. They apply it.
Ready to add a Lifecycle Strategist to your team?
Two-minute brief. We respond with a pre-vetted shortlist and next steps.