The retention strategist
on top of Klaviyo.
Dashboards show you what happened. Retain shows you what to do: flow audits, opportunities quantified in dollars, and a senior-consultant client report in 30 seconds. On every account, every day.
// DTC brands from $500K to $30M+ analyzed with Retain
Senior judgment doesn't scale. Your client roster does.
Every new Klaviyo account you take on needs the same things: a real diagnosis, a prioritized plan, and a report the client actually respects. Today that comes out of your hours, or a senior hire you can't afford yet.
Reporting eats your margin
Pull Klaviyo exports, build the deck, write the recap. Multiply by every client, every month. The hours you bill for strategy get spent on plumbing, and the report still looks like a KPI dump.
Strategy runs on gut feel
"Rework the welcome flow", "test a win-back". Every account manager has ideas, but nobody has quantified what each lever is worth on this client's real volume. So you rank by instinct, and sometimes ship the wrong thing first.
Junior output, senior expectations
Clients pay for senior-level direction on every account. But senior strategists are expensive, rare, and don't scale past a handful of brands. The judgment gap shows up in churn conversations.
Dashboards stop at "what happened"
The reporting tools built for Klaviyo agencies consolidate KPIs and export decks. Useful, but 100% descriptive: no audit, no diagnosis, no prioritized fixes, no dollar amounts. You still do the actual thinking by hand.
Understand the data. Get the direction.
Deliver the report.
Three pillars, one job: turn raw client data into a defensible direction and an elite client deliverable, without hiring a senior strategist.
Deeper than a dashboard
12 months of history, cohort retention curves, adaptive RFM, first-to-second purchase analysis, acquisition-source LTV intelligence. Insights a pure-ESP dashboard structurally can't produce.
- → Automatic drop / peak / deliverability detection
- → RFM thresholds that adapt to the brand's consumption pattern
- → CRM independence score + year-over-year comparison
The fixes, prioritized in dollars
The prescriptive layer nobody else has. Every flow put under the microscope, every opportunity quantified, every recommendation backed by a deterministic engine so the numbers survive client scrutiny.
- → Flow audit: missing flows, starvation, obsolete triggers
- → Revenue opportunities, each quantified in $
- → Lifecycle coverage judged against the brand's real flows
An elite client report in 30 seconds
A narrative business review a senior consultant would write: KPIs, campaigns, flows, audience, action plan. Not a table of numbers. Editable inline, exportable, shareable.
- → Presentation mode: project the deck in the meeting
- → Branded public share link, no client login
- → Strategic audit deck + PDF export
Every other tool is a rear-view mirror. Retain is the strategist in the passenger seat.
| Analytics dashboards | Retain | |
|---|---|---|
| Consolidated multi-account KPIs | ✓ | ✓ |
| One-click client reports | ✓ | ✓ narrative, not a KPI dump |
| Flow audit (deterministic detectors) | ✗ | ✓ |
| Opportunities quantified in $ | ✗ | ✓ |
| Strategic lifecycle coverage map | ✗ | ✓ |
| Shopify-crossed retention depth | ✗ | ✓ |
| AI that answers and edits, not just summarizes | ✗ | ✓ |
Descriptive tools show you what happened. Retain diagnoses what to fix, prices it, and writes the deliverable.
Every flow. Every gap. Priced.
Deterministic detectors find the problems: missing essential flows, starvation, cascade issues, obsolete triggers. Then a consultant-grade narrative goes on top. Not hallucinated, defensible in front of your client.
Flow audit
7 flows analyzed · 42 emails read
Welcome flow
Good baseline5 emails detected (recommended: 5-7) · 1 critical fix: Email 3 has 18% click-rate drop. Suggested: rewrite subject + add bestsellers carousel.
Cart abandonment
Critical gap1 email detected (recommended: 3) · 2 emails missing: T+24h reminder, T+72h final incentive. No tiered discount sequence.
Post-purchase
Missing entirely0 emails detected · Entire flow missing. Recommended: 4-email sequence (T+1 confirmation, T+3 shipping, T+10 review, T+30 cross-sell).
Browse abandonment
Good baseline3 emails detected · trigger logic too narrow. Suggested: extend to category-level browsing + add product carousel.
Win-back
Missing entirely0 emails · Entire flow missing. 12% of the active list went dormant in the last 90 days. Recommended: tiered re-engagement with VIP differentiation.
Plus replenishment, lifecycle, and 2 more flows analyzed. Full report in your dashboard.
Deterministic, then narrative
Engine-backed detectors find the gaps. The AI writes the consultant-grade story around verified numbers. Nothing invented, everything defensible.
Judged against real flows
Lifecycle coverage (welcome, nurture, win-back, replenishment, VIP) is assessed against the brand's actual account, not a generic checklist.
Briefable fix list
Not "consider improving the welcome flow". "Rewrite Email 3 subject + add carousel = +$1,800/month." Ready to hand to whoever ships.
2 minutes · 14-day free trial · Read-only Klaviyo
A senior-consultant report, in 30 seconds. On every account. Every day.
The analyses a senior strategist would build for each client. Already done, refreshed daily, ready to present.
"What do I tell this client to do next?"
Concrete, prioritized recommendations, each quantified in dollars on the account's real volume. Walk into every client call with a defensible plan instead of a hunch.
- → Ranked by impact / effort ratio
- → Anti-hallucination engine behind every number
- → Export as a brief for whoever executes
"How is this account trending?"
Every KPI that matters, 12 months of history, multi-dimensional. Automatic detection of drops, peaks and deliverability drift, so you flag the problem before the client does.
- → 12 months auto-backfilled on connection
- → Deliverability & email-authentication checks
- → Year-over-year comparison, multi-currency
"Who are this brand's customers, really?"
RFM segmentation whose thresholds adapt to each brand's consumption pattern: consumable vs durable, fast vs slow repurchase. Each segment with its value and recommended play.
- → Thresholds fitted per brand, not one-size-fits-all
- → Hybrid Klaviyo + Shopify order data
- → Refreshed daily, drift visible in real time
"Where does this account leak?"
Cohort retention and repeat-purchase curves, first-to-second purchase conversion, and which acquisition sources actually produce loyal buyers. The retention story behind the revenue number.
- → 30 / 60 / 90-day conversion windows per cohort
- → Acquisition-source → retention / LTV intelligence
- → CRM independence score (email/SMS's true share)
"The deliverable, already written."
A narrative business review: KPIs, campaigns, flows, audience, action plan. Edit it inline, project it full-screen in the meeting, or send the client a branded read-only link. No login required on their side.
- → Editable inline, exportable as PDF
- → Presentation mode for client meetings
- → Public branded share link
"Which client needs me this week?"
Every account rising or falling, at a glance. Drift alerts, side-by-side comparisons, weekly recap across the whole book. Built for running 3 to 30+ brands without losing the thread.
- → Portfolio health view, per-brand drill-down
- → Weekly recap across all accounts
- → Unlimited team members
Built so the numbers hold up
in front of your client.
Prescriptive, not descriptive
The only Klaviyo-agency tool that tells you what to do, in dollars. Diagnosis, prioritization, and the deliverable, not just charts.
Deterministic + anti-hallucination
Recommendations are engine-backed. Every opportunity quantified, no hand-waving, no invented figures. That's the credibility moat.
Shopify-crossed depth
Repeat-purchase curves, acquisition-source LTV, replenishment cycles: insights a pure-ESP dashboard structurally can't produce.
An AI that answers, not just summarizes
In-app chat connected to the account's real data. Ask your data, refine reports in natural language, and edit the deliverable without leaving the app.
Retain doesn't replace Klaviyo or your team. It makes both sharper. No production board, no campaign builder, no editorial calendar in this release: Retain is the brain, not the hands. Your existing workflow stays; it just gets a senior strategist behind it.
One core job, three seats.
Turn raw client data into a defensible direction and an elite client report, without hiring a senior strategist.
CRM / email freelancer
3-10 brands
Deliver senior-level strategy at scale without drowning in manual analysis and reporting. Every account gets the full diagnosis, and you get your evenings back.
Retention agency
10+ brands, a team
Give every team member the judgment of a senior strategist. Scale accounts without scaling headcount, and ship a client deliverable that justifies the retainer.
In-house CRM lead
1-5 brands
No time for high-altitude strategy, too many tools, too much reporting. Retain is the second brain that does the analysis and hands you the direction.
More capability than a $500/mo dashboard.
At a lower entry price.
Agency reporting tools charge around $500/month for descriptive dashboards. Retain gives you the prescriptive layer and the elite report, from $89/month per brand, degressive per additional brand.
Card at signup · No charge during trial · Cancel in one click
Frequently asked questions
What does Retain connect to? +
Klaviyo, and optionally Shopify for deeper insight. Klaviyo-only works out of the box; Klaviyo + Shopify is roughly twice as powerful, because Retain can cross email behavior with real order data (repeat purchase, LTV by acquisition source, replenishment cycles).
How is this different from analytics and reporting dashboards? +
Analytics tools describe what happened: consolidated KPIs, one-click reports. Retain does that too, and then goes where they stop: it diagnoses what to fix, prioritizes every opportunity in dollars, and writes the narrative client report a senior consultant would write. Descriptive tools are a rear-view mirror. Retain is the strategist in the passenger seat.
How fast is setup? +
Connect Klaviyo and you get a first quantified diagnosis in about 2 minutes. The full 12-month history syncs in the background. Adding Shopify takes one more click and unlocks the deeper retention analyses.
Will it invent numbers? +
No. Every recommendation runs through a deterministic detection engine with an anti-hallucination layer on top. The detectors find the problems (missing flows, starvation, obsolete triggers); the AI writes the narrative around verified numbers. The figures hold up in front of your client.
Is my data safe? +
Read-only Klaviyo access via official OAuth, revocable in one click. EU hosting (Supabase), row-level security per account, GDPR compliant. Data is never shared across accounts and never resold. Delete everything in one click.
Can my whole team use it? +
Yes. Unlimited seats on every plan. Invite your strategists, your account managers, even a client in read-only if you want.
How does multi-account pricing work? +
Pricing starts at $89/month for the first brand and gets cheaper per brand as you add more: the more accounts you run, the less you pay per account. Every feature is included from brand #1. 14-day free trial, cancel anytime.
Does Retain replace my team or my Klaviyo workflow? +
No. Retain deliberately does not touch execution: no production board, no campaign builder, no editorial calendar. It is the brain, not the hands. Your team keeps shipping in Klaviyo; Retain tells them what to ship, why, and what it is worth.
Get your first quantified diagnosis
in 2 minutes.
Connect a client's Klaviyo, watch Retain read the account, and walk into your next client call with the flow audit, the dollar-ranked opportunities, and the report.
14-day free trial · Cancel in one click · EU hosting · GDPR