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(build 04)sample build

A sample build: how we would move a business from one message for everyone on a calendar to messages triggered by what each customer does. It shows our approach for a typical case, not results for a client.

the problem
Customer communication was mostly one message for everyone, sent on a calendar rather than on behaviour.
built for
More relevant messages and retention that runs on its own.

(01)the system

how it runs, step by step.

The system for Lifecycle retention engine
  1. 01Customer data
  2. 02Segmentation
  3. 03Behaviour trigger
  4. 04Personalisation
  5. 05Email / WhatsApp / SMS
  6. 06Conversion
  7. 07Win-back
  1. 01

    Customer data

    Orders, sign-ups and site behaviour are brought together from Shopify, the CRM and GA4 into one customer profile in a tool such as Klaviyo or HubSpot.

  2. 02

    Segmentation

    Customers are grouped by what they bought, how recently and how often, and where they are in the lifecycle, from new to lapsed.

  3. 03

    Behaviour trigger

    Flows start on real events such as a first purchase, an abandoned cart, a viewed product or a gap since the last order.

  4. 04

    Personalisation

    Each message pulls in the right product, name and offer, with an OpenAI or Claude model drafting variants that a person reviews before they go live.

  5. 05

    Email / WhatsApp / SMS

    Messages go by the channel each customer responds to, using Klaviyo for email and SMS and the WhatsApp Business API, with consent handled per channel.

  6. 06

    Conversion

    Every flow is tracked to the order it produced, with holdout groups so we can tell what the messages added.

  7. 07

    Win-back

    Customers who go quiet get a short sequence to bring them back, then are suppressed if they do not respond, to protect deliverability.

(02)what we would measure

how we would know it works.

Consider this build if most of your customer messages are newsletters sent to the whole list. It suits businesses with a base of past customers who buy more than once, or could.
  • Repeat purchase rate
  • Revenue from automated flows
  • Time between orders
  • Win-back rate

(03)services it uses

hire any piece on its own.

solutionmore repeat customerslevel 3the full growth system
book a growth audit

(04)more builds

other sample builds.

  1. sample build 01

    AI lead qualification and sales automation

    problemInbound leads were being handled manually across several channels, and response times depended on who was free.Meta / Google AdsLanding pageAI lead qualificationWhatsAppCRMSales teambuilt forFaster responses, automated qualification, less manual work and the same follow-up for every lead.open the build
  2. sample build 02

    Automated business intelligence

    problemBusiness data was spread across ad platforms, the CRM, the website and sales sheets, and reports were assembled by hand.Google + Meta + CRM + Website + SalesData pipelineUnified dataBI dashboardAutomated reportingbuilt forOne source of truth, faster reporting and decisions made from the same numbers.open the build

Sample builds show how we would approach a problem. They are not client case studies and make no claims about results.

(05)questions

this build, answered.

Typically a few weeks for the core flows, then more are added as you learn what works. The first phase connects customer data from Shopify, the CRM and GA4 into Klaviyo or HubSpot, builds the main segments and launches flows such as welcome, abandoned cart and win-back. WhatsApp can take longer if the Business API and message templates still need approval.

You need order history, sign-up details, consent for each channel and on-site events such as product views and abandoned carts. Most of this already sits in Shopify or your CRM and in GA4 or the Klaviyo tracking script. We connect it into one customer profile so a flow can start on what someone actually did, not on a calendar date.

You compare customers who got a flow with a holdout group who did not. Klaviyo and HubSpot can hold back a small random share of each segment, so the difference in orders between the two groups shows what the messages added. Without a holdout, reports credit flows with purchases that would often have happened anyway.

(06)your move

want this built in your tools?

Tell us where the bottleneck is. We'll show you what we would automate, build or optimise first.

growth audit · 30 min · google meet · with the founders

  1. 01

    the bottleneck

    Where time, money or customers are leaking, in your tools and numbers.

  2. 02

    the first build

    What we would automate, build or optimise first, and why that one.

  3. 03

    what it takes

    Scope, timeline and a fixed price. If we are not the right fit, we say so.

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