Coaching

Capability-building for founders & teams who want to run retention with clarity.
Learn the frameworks behind lifecycle, CRM, and ecommerce systems — then apply them to your business, not someone else’s template.

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This is coaching for the work — not motivation

The goal is practical: stronger decision-making, cleaner execution, and a system your team can keep running. Coaching focuses on how to think about retention, how to prioritise, and how to build habits and rhythms that stick.

  • Founders & operators

    For when retention sits on your shoulders and you want a clearer system: what to focus on, what to ignore, and how to execute without living in reactive mode.

  • Agencies & in-house teams

    For teams who want sharper lifecycle capability — from foundations to advanced strategy — so delivery is stronger, faster and more consistent across accounts.

Coaching can go deep in one area or span the ecosystem, depending on what’s most useful right now.

  • Lifecycle strategy:

    Journey design, flow coverage, timing, triggers, messaging intent.

  • Segmentation:

    Engagement tiers, intent signals, exclusions, offer sensitivity.

  • Deliverability + list health:

    Cadence, hygiene programs, authentication basics, engagement protection.

  • Shopify + CRM alignment: onsite capture, customer data, conversion pathways feeding lifecycle and more.

  • Reporting + decision-making:

    What to track weekly/monthly, how to interpret signals, what to do next.

  • Process + rhythm:

    SOPs, checklists, templates, QA habits, team handover systems

  • Campaign system:

    Planning, creative briefs, measurement, testing discipline.

How coaching works

(we’ll tailor the scope)

Coaching is designed to create momentum without overwhelm & is completely customised to support your business needs.

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Focus: Agree the coaching focus for the next 4–6 weeks (one lane, or a blended plan).

Step 1

Baseline: Clarify goals, constraints & current maturity (what’s already working, what’s messy).

Step 2

Embed: Light homework, templates, or checklists so the learning becomes repeatable.

Step 3

Build: Sessions combine teaching & live application — decisions get made in the room.

Step 4

  • 1:1 coaching

    A private, high-signal coaching container focused on your business and operating rhythm. Sessions blend teaching + applied decision-making (live workshopping flows, segmentation logic, planning, reporting signals), with simple actions between sessions to embed the learning.

    Best for:

    ✔️ Founders wearing retention “by default” and wanting a clear system

    ✔️ Operators who want sharper decision-making and confidence without noise

    ✔️ Situations where priorities are unclear and everything feels reactive

  • Team coaching

    Coaching designed to lift a whole pod/team—shared language, shared standards, better QA, and more consistent delivery. Usually a mix of group sessions + review/feedback on real work in-progress (briefs, journeys, segmentation plans, campaign calendars, reporting).

    Best for:

    ✔️ Agencies wanting stronger lifecycle capability across accounts

    ✔️ In-house teams where knowledge is siloed or execution is inconsistent

    ✔️ Teams onboarding juniors and needing a cleaner “how we do things” baseline

  • Workshops

    A focused training session (or mini-series) built around a specific theme—delivered as a live workshop with slides + examples + time for application. Can be foundational (reset the basics) or advanced (solve one thorny area properly).


    Best for:

    ✔️ Teams who need a fast uplift without an ongoing engagement

    ✔️ Aligning stakeholders on a shared approach (especially agencies + clients)

    ✔️ Tackling one area with momentum (deliverability, segmentation, lifecycle mapping, reporting)

  • Office hours

    A lightweight, recurring support model—think “retainership for clarity.” You bring questions, drafts, segmentation logic, campaign plans, reporting, or tricky decisions; you get real-time guidance, QA, and course correction before things ship.


    Best for:

    ✔️ Teams who can execute but want a senior safety net

    ✔️ Agencies juggling multiple accounts and needing quick decision support

    ✔️ Moments where the system exists, but confidence and consistency need reinforcement

Frequently Asked Questions

  • It’s designed for ecommerce retention work — brands, agencies, and operators inside that ecosystem. This also includes service providers, who use an ecommerce model to suppor their business activity,

  • Yes. Coaching can start at foundations or go straight into advanced strategy and optimisation.

  • Often, yes — lightweight frameworks and documentation to help embed the work.

Want to build capability that sticks?

Share a little context — founder or team, goals, current stack, and where things feel messy — and coaching can be shaped around exactly what you need.

Book a Call →

More Ways to Work With Us

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    Learn the frameworks

    For founders and teams who want to learn what I know & build capability that sticks. We’ll translate retention into a clear operating rhythm — how to think, what to prioritise, and how to execute without overwhelm — so you can run lifecycle marketing in-house with confidence.

    Explore Coaching →
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    Templates & practical resources
    Designed to reduce friction and make the next right step obvious. From templates and audit frameworks to AI-supported tools, everything here is built from real client work — so you can move faster, make cleaner decisions, and stay consistent.

    Browse Tools →
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    Strategy & Execution

    For ecommerce brands that want retention to run like a system — not a scramble. We clean up the foundations (data, segmentation, deliverability), build lifecycle journeys that make sense, and tighten the Shopify + CRM connection so performance compounds over time.

    Explore Consulting →