Decisions we help brands make.
Written from delivery work, not from vendor material. Where a claim needs data we do not have yet, the page says so.
DECISION GUIDES
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Retention agency vs in-house CRM team
A decision framework for DTC brands choosing between hiring an in-house CRM team and working with a technical retention partner. Costs, coverage, failure modes.
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Retention partner vs Klaviyo agency
The difference between a Klaviyo-specialist agency and a technical retention partner: scope, data work, tool independence and what each is accountable for.
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DTC retention KPIs that matter
The retention KPIs Loiale tracks for DTC brands, how each one is defined, what it tells you, and the vanity metrics we deliberately ignore.
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DTC customer data audit checklist
The checklist Loiale works through when auditing a DTC customer data layer: identity, events, consent, destinations and the questions the data has to answer.
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Klaviyo data model for DTC
When a Klaviyo data model is enough for a DTC brand, when it needs an integration layer, and when it needs a CDP or warehouse.
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DTC loyalty program economics
How to evaluate a DTC loyalty program: points, tiers, member pricing, reward liability, discount dependency and contribution margin.
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DTC CRM migration playbook
How to migrate a DTC CRM without losing data, consent, event history or revenue: data mapping, identity, QA, cutover and measurement.
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What a lifecycle team actually owns at a DTC brand
How lifecycle marketing works as an operating model at a DTC brand: what the team owns, why campaign calendars stall, how to prioritise experiments and what a 90-day plan covers.
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How a DTC brand should choose a technical growth partner
What a Shopify or DTC brand at $5M to $50M should look for in a lifecycle, loyalty and customer-data partner: scope, evidence, ownership terms and disqualifiers.
STACK SELECTION GUIDES
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Email and SMS stack selection guide
How to choose an email and SMS stack for a DTC brand: the selection criteria we apply, what actually differentiates platforms, and where the decision usually goes wrong.
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Loyalty platform selection guide
How to choose a loyalty platform for a DTC brand: the criteria that separate a data mechanism from a discount plugin, and what to check before committing.
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Subscription platform selection guide
How to choose a subscription platform for a DTC brand: churn tooling, dunning, flexibility and the data the platform gives back to your lifecycle layer.
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Customer data stack selection guide
How to choose between a CDP, a warehouse-first setup and reverse ETL for a DTC brand, and the criteria that decide which architecture fits.
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Reviews and UGC platform selection guide
How to choose a reviews and UGC platform for a DTC brand, judged on the customer data it captures rather than on the star widget it renders.