Audit & foundation
- Program audit and customer data review
- Four-month loyalty event calendar built
- Three program quick wins implemented
- Klaviyo loyalty flows optimisation
- Initiative 1 configured, launched, monitored
Managed Retention
Your best customers, coming back. Your loyalty, handled.
We manage your Yotpo program end-to-end — earn rules, tier structure, Klaviyo flows, and one tested initiative every month — so the program compounds instead of going stale.
Loyalty members spend more, buy more, and stay longer.
Across Yotpo's customer base, redeeming members generate dramatically more revenue per customer than non-members. Loyalty isn't a discount program, it's a margin lever.
+88.5%
Higher revenue per customer for loyalty redeemers vs. non-redeemers
Yotpo Loyalty Benchmarks Report
+71.3%
More purchases per customer for redeemers vs. non-redeemers
Yotpo Loyalty Benchmarks Report
+25–95%
Profit lift from a 5% increase in retention
Bain & Company / Reichheld
Why put your loyalty program on managed services.
Most Shopify merchants launch a loyalty program, set the earn rates, and walk away. Tiers stop being maintained. Member-only campaigns never get sent. Points expire silently. The program costs you margin without earning the repeat purchases it was designed to drive. Managed services changes that.
What we build, run, and report on.
Program audit
Full program review: earn and burn rules, tier structure, redemption rate, active member rate, points liability, widget placement, Klaviyo integration health. Written audit with prioritised gaps.
Loyalty event calendar
Six-month rolling calendar built collaboratively with the client. One initiative per month with defined mechanics, target segment, dates, and success metric. Living document refreshed every cycle.
Initiative execution
Strategy brief, configuration, announcement and reminder emails, live monitoring during the window, post-event results analysis. Repeats every month.
Program optimisation rounds
Three structural improvements per six-month cycle. Earn rule recalibration, tier threshold adjustment, reward catalogue refresh, referral mechanic update, or widget placement change. Each grounded in live data, not opinion.
Klaviyo loyalty flows
Three review-and-optimise passes per cycle on all loyalty-triggered flows. Subject line tests on highest-volume flows. Segmentation refined as member behaviour evolves.
Program economics reporting
Monthly KPIs: active member rate, redemption rate, repeat purchase rate (members vs. non-members), initiative revenue attribution, points liability, tier distribution. Full cycle review at month six covers program profitability and next-cycle priorities.
Built for merchants who treat loyalty as a revenue line, not a perk
Our managed loyalty service is designed for Shopify merchants who want the program operated like a marketing channel — with a calendar, a hypothesis, and a measurable result every month.
This works best for stores with an established member base, a connected Klaviyo account, and enough transaction volume to read initiative results with confidence. If your program is still pre-launch or below the volume threshold for meaningful read, we’ll tell you what to fix first.
What to expect, month after month.
Months 1–4 establish the program baseline, launch the initiative cadence, and ship the first two optimisation rounds. Months 5–6 close the cycle with program economics review and renewal planning. Cycle two onward continues the same operating rhythm without the audit overhead.
Cadence established
- Initiative 1 results analysed; learnings documented
- Initiative 2 configured, launched, monitored
- Program and Klaviyo flows optimisation
- Points liability review
Pattern recognition
- Initiative 2 results analysed; compared against Initiative 1
- Initiative 3 configured, launched, monitored
- Program and Klaviyo flows optimisation
- Tier distribution review
Sharpest hypothesis
- Initiative 3 results analysed; full three-initiative comparison
- Initiative 4 configured, launched, monitored
- Monthly performance report
Repeating cadence
- One tested initiative per month
- Program optimisation round per quarter
- Klaviyo loyalty flow review every cycle
- Cycle review and renewal every six months
Find out what your loyalty program is leaving unredeemed
We audit your loyalty setup, identify the members slipping through the cracks, and tell you exactly what it takes to fix them.
Book a discovery call
Find out what your loyalty program is leaving unredeemed
We audit your loyalty setup, identify the members slipping through the cracks, and tell you exactly what it takes to fix them.
Five services. One operating model.
Discovery
Search
App-agnostic search & merchandising — Algolia, Nosto, Fast Simon, Searchspring, Klevu, etc.
