Our Process

From Strategy to Success

A proven, systematic approach to building retention systems that drive predictable revenue. Innovation with purpose. Delivery with consistency.

01

Discovery & Audit

Week 1

We begin with a comprehensive audit of your current email program, tech stack, and customer journey. This includes analyzing your existing flows, campaigns, deliverability metrics, and competitor strategies.

Deliverables

  • Full Email Program Audit
  • Competitor Analysis Report
  • Tech Stack Assessment
  • Customer Journey Mapping
  • Quick Win Opportunities
02

Strategy Development

Week 2

Based on our findings, we develop a customized retention strategy aligned with your brand goals. This includes flow architecture, campaign calendar, segmentation strategy, and KPI targets.

Deliverables

  • Retention Strategy Document
  • Email Flow Architecture
  • 90-Day Campaign Calendar
  • Segmentation Framework
  • KPI & Goal Setting
03

Design & Build

Weeks 2-3

Our design team creates stunning, conversion-optimized email templates that reflect your brand identity. Simultaneously, our developers build and configure your automated flows.

Deliverables

  • Master Email Templates
  • Flow Email Designs
  • Campaign Templates
  • Mobile-Responsive Layouts
  • Brand Style Guide (Email)
04

Implementation & Launch

Week 3-4

We set up your flows in your ESP, configure triggers and conditions, implement segmentation, and conduct thorough QA testing before going live.

Deliverables

  • ESP Setup & Configuration
  • Flow Implementation
  • Segmentation Setup
  • Deliverability Optimization
  • QA Testing & Launch
05

Monitor & Optimize

Ongoing

Post-launch, we continuously monitor performance metrics, conduct A/B tests, and make data-driven optimizations to improve results over time.

Deliverables

  • Weekly Performance Reports
  • A/B Testing Program
  • Revenue Attribution
  • Flow Optimization
  • Strategic Recommendations
06

Scale & Expand

Ongoing

As your program matures, we identify opportunities to expand your retention ecosystem with additional flows, channels, and advanced strategies.

Deliverables

  • Advanced Flow Expansion
  • New Channel Integration
  • Loyalty Program Design
  • Seasonal Strategies
  • Growth Roadmap Updates

What to Expect

A clear timeline of milestones and results you can expect from our partnership.

1

Week 1-2

Foundation

Audit complete, strategy approved, design concepts presented

2

Week 3-4

Implementation

Flows built, templates created, testing complete, launch ready

3

Month 2

Optimization

First results visible, initial optimizations made, campaigns live

4

Month 3+

Growth

Significant revenue lift, expanded flows, strategic scaling

Our Philosophy

Operational Excellence

Innovation with Purpose

We don't chase trends for the sake of it. Every strategy and tactic we implement is purposefully chosen to drive measurable results for your brand.

Delivery with Consistency

Reliable execution is our hallmark. We maintain high standards across every deliverable, ensuring quality and timeliness in everything we do.

Partnership Mindset

We see ourselves as an extension of your team. Your success is our success, and we're committed to building long-term relationships built on trust.

Ready to Start Your Journey?

Book a discovery call and let's explore how Retenda can help you build clarity, predictable revenue, and long-term customer loyalty.

Book a Meeting