Playbooks & Whitepapers

Kick off the new year with your strategy in place! We answer some of the top business questions to get you set up for optimal business growth in the year ahead.

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The holiday season is a critical time for e-commerce brands. With a shortened 2024 shopping season and election year, marketers face additional challenges. Access the 2024 checklist to help your brand create profitable strategies – even in an uncertain climate.

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Built for the e-commerce Health & Beauty industry, this checklist will walk you through expert tips on how to take action on your analytics to maximize profitability. We’ll look at the top questions our health & beauty clients are asking, and provide a checklist to implement strategies.

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Your guide to growing the value of top brand personas, increasing cohort value, boosting seasonal and so much more. Designed in an easy-to-use checklist and specifically built for home goods brands.

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This checklist will walk you through strategies to improve profitability for your CPG brand. We’ll outline step-by-step instructions to help increase product performance, subscription programs, and so much more.

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Built for the Fashion & Apparel industry, this checklist and playbook will guide you through strategies to maximize profitability. We’ll review how to uncover metrics that help: increase value of brand personas, increase product revenue, boost seasonal revenue, decrease refund rates, and more.

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Comparative analytics helps you compare segments of your customer base to identify distinctions that help you sharpen marketing strategy. But getting to these insights can be a challenge. In this playbook, we will outline strategies to quickly & easily compare customer segments and identify your top customers. We’ll provide examples of how to use this data to fine tune marketing efforts and gain more high LTV customers. 

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Shopping for a CDP provider? This guide will outline the top benefits of a modern CDP, versus traditional options. Understand what to expect from your customer data platform as a marketer or e-commerce professional and how to choose the right one for you.

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It’s more crucial than ever to prioritize high value customer acquisition and retention. With an intentional shift to attract more brand loyalists, marketing and ad spend can be strategically allocated – and marketing waste reduced.

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This playbook will provide the latest strategies on using predictive capabilities to optimize your marketing efforts. We’ll cover how to use predictive analytics to identify: product recommendations, likelihood to purchase, lifecycle segments and more – plus how to apply these insights to drive growth.

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Small tweaks to your marketing strategy can have a big impact. Explore these low effort, high impact strategies for growth.

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An advanced persona strategy helps you understand which customers are discount sensitive, which products they are likely to purchase, the right cadence of outreach that is optimal for each group, and much more. Understanding these nuances can have a major impact on the success of your marketing efforts.

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A piece of your business’s growth relies on constant evaluation of product strategy. In this playbook, we’ll help you get a better understanding of best practices for hero products, product sequencing, bundling, and subscription programs – so you can build lifetime value and drive profitability.

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Customers increasingly expect brands to provide a personalized experience, and those who deliver are experiencing faster growth. In this playbook, we’ll explore how to best determine your brand’s unique personas, and how to use them to optimize growth and remarketing efforts.

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Find out how to produce a steady stream of recurring revenue through subscription programs, and how to configure your program to run smoothly.

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Your blueprint for expanding your retention cohort and keeping customers engaged. Gain an understanding of how to tailor marketing strategy around retention principles for maximum revenue and consistent customer growth.

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Learn how to boost market share amongst high-value prospects. Get strategies needed to expand the upper sales funnel, enhance impression share, attract high-value customers, and more.

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