- Data audit & capture strategyThe entry point to the system. Before anything runs, we need to know what you know, and what you're missing.
- Stack buildout & migrationsCRM replatforming, integrations and custom models when the tools don't cover it.
- Loyalty & membership buildA modular loyalty system, built around your brand and operated by us. Not a points plugin.
- Lifecycle architectureThe strategic layer that runs continuously. We map, instrument and operate the full customer cycle, from first purchase to churn, and keep adjusting it as new data lands.
- Growth operationsThe execution layer that runs alongside Lifecycle Architecture. A weekly hypothesis engine on top of the cycle: timing, offers, segments, sequences, tested and compounded.
- Loyalty & membership opsThe program, run monthly. Points, tiers, rewards, enrollment, reporting.
Data audit & capture strategy.
The entry point to the system. Before anything runs, we need to know what you know, and what you're missing.
Outcome. A prioritized data roadmap and the first capture layers built into your stack.
When this is for you
You can't tell which customers are worth retaining because the data is fragmented across Shopify, your ESP, POS and support.
Your dashboards say one thing, your ESP says another, finance says a third. The reporting problem starts here, in the data, not in the report.
Every campaign relies on the same three fields. There's no room to personalize.
New tooling won't move the needle until the data underneath is fixed.
What we do
Deliverables you can point at.
- Audit of every event, property and identity spine across your stack
- Gap analysis: what's missing to unlock lifecycle, loyalty and personalization
- Prioritized capture roadmap (impact × effort)
- First 2–3 capture layers implemented in production
- Identity resolution model documented
- Handoff doc your team can operate without us
How we work
The sprint, week by week.
- 01
Week 1, Discovery
Stack walkthrough, access, interviews with marketing, data and product.
- 02
Week 2, Audit
Event inventory, identity mapping, gap analysis against your growth goals.
- 03
Week 3–4, Build
Implement priority capture layers. Instrument what matters, deprecate what doesn't.
- 04
Week 5, Handoff
Roadmap for the next 6 months plus documentation.
Pairs well with
Lifecycle architecture
The strategic layer that runs continuously. We map, instrument and operate the full customer cycle, from first purchase to churn, and keep adjusting it as new data lands.
Stack buildout & migrations
CRM replatforming, integrations and custom models when the tools don't cover it.
Loyalty & membership build
A modular loyalty system, built around your brand and operated by us. Not a points plugin.
Ready to talk about data audit & capture strategy?
30-minute call. We'll tell you if this is the right service for where you are, even if it isn't.
Request a call