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.
What do we know about our customers, what is missing, and what is blocking us from acting on it?
- Event schemas
- Identity graph quality
- Warehouse vs. tool data gaps
- Attribution and consent coverage
- Prioritized capture roadmap
- Identity model
- First 2–3 capture layers live
- Handoff documentation
Coverage of the events and properties needed for lifecycle and loyalty segmentation.
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 build phases.
- 01
Phase 1: Discovery
Stack walkthrough, access, interviews with marketing, data and product.
- 02
Phase 2: Audit
Event inventory, identity mapping, gap analysis against your growth goals.
- 03
Phase 3: Build
Implement priority capture layers. Instrument what matters, deprecate what doesn't.
- 04
Phase 4: Roadmap
Roadmap for the next cycle 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.
FAQ
Questions about data audit & capture strategy.
Do we need a data audit before lifecycle or loyalty work?
Usually yes. Lifecycle and loyalty can only be as good as the data underneath. Most brands are missing 40–60% of the events and properties needed to segment beyond RFM.
What systems do you audit?
Shopify, ecomm platform, ESP, SMS, CRM, POS, PMS, support, reviews, warehouse, BI and any ad-hoc data stores. We map the event and identity layer across all of them.
What do we get at the end?
A prioritized roadmap, a documented identity model, and the first 2–3 capture layers live in production. Enough to start building real lifecycle and loyalty on top.
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