Learning Track
Strategy & Benchmarks
KPIs, forecasting, and what good looks like. Work through it top to bottom, or jump to what you need.
01How Much Revenue Should Email and SMS Drive?Use retention revenue share without fooling yourself: define the denominator, separate attributed from incremental revenue, compare like periods, and diagnose the system behind the number.You will be able to: Calculate retention revenue share with a stable denominator02The Email & SMS KPIs That Actually MatterA source-aware KPI system for retention: stable denominators, practical guardrails, attribution context, and the decisions each metric should drive.You will be able to: Choose the right retention metric and denominator03How to Audit Your Email & SMS ProgramA framework for auditing your retention marketing. Identify gaps, benchmark performance, and prioritize improvements for maximum ROI.You will be able to: Choose the right retention metric and denominator04How to Forecast Email and SMS Revenue Without Making Up the UpsideBuild low, base, and high retention scenarios from a stable denominator, eligible audience, conversion economics, and explicit attribution assumptions.You will be able to: Build attributed-share and driver-based scenarios05Email Lessons From Brands Doing It RightHow to study strong DTC email programs without copying surface-level tactics: extract the operating decision, test it in your context, and preserve your brand.You will be able to: Separate a case-study observation from a reusable operating decision06Alex Hormozi's Email Marketing Strategy, Applied to DTC BrandsA DTC-ready reading of Alex Hormozi's give-give-give-ask approach: use the operating ideas without treating creator-reported results as a universal benchmark or revenue promise.You will be able to: Choose the right retention metric and denominator07Attribution and Reporting Without Fooling YourselfA source-aware way to read email and SMS attribution: record the model, compare stable cohorts, separate reporting layers, and validate material decisions with stronger evidence.You will be able to: Choose the right retention metric and denominator08Subscription Retention Marketing: The Lifecycle System for Recharge and KlaviyoBuild a subscription lifecycle that reduces preventable churn: activation, upcoming-order management, failed-payment recovery, skip and swap paths, cancellation feedback, and winback.You will be able to: Choose the right retention metric and denominator09Subscription Cancellation Prevention: A Recharge Save SystemBuild reason-specific Recharge cancellation paths that use skips, delays, swaps, support, and disciplined incentives without hiding the cancel option or training discount abuse.You will be able to: Map cancellation reasons to honest save paths10Subscription Failed-Payment Recovery: Recharge Dunning and Klaviyo MessagingCoordinate Recharge retry logic with Klaviyo email and SMS so payment failures recover cleanly, successful charges exit immediately, and support can see the real account state.You will be able to: Separate retry orchestration from customer messaging
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