EP 63: The retention audit: How to diagnose any brand in 60 minutes

Struggling with retention but not sure what’s broken?

In this episode, Jimmy Kim and Chase Dimond walk through their 7-part retention audit framework used to diagnose DTC brands in 60 minutes or less.

Whether you’re an agency, operator, or founder, this episode breaks down how to find revenue leaks, fix deliverability, improve your flows, and benchmark your lifecycle strategy against the best in the game.

You’ll learn how to check your data plumbing, uncover hidden issues in your segmentation, and rebuild an email + SMS program that actually works.

EP 63: The retention audit: How to diagnose any brand in 60 minutes

Here's what we're diving into:

- The 7-part retention audit framework

- What to check when open rates drop

- How to evaluate deliverability, infrastructure, and attribution

- Which flows every DTC brand should have (and most don’t)

- High-impact segmentation strategies

- The biggest mistakes brands make in messaging, offers, and timing

Thank you our friends at Omnisend, Inboox and eCom Email Certified for sponsoring the podcast!

Omnisend is an all in one eCommerce email and SMS marketing automation platform that enables marketers to engage customers and drive sales through personalized experiences. https://omnisend.com/sendit

eCom Email Certified is a hands-on, results-driven program with a step-by-step guide to mastering retention marketing and driving serious results. Access over 25 hours of learnings and become a certified email & SMS marketer. Use code: SENDIT! for $300 OFF https://www.ecomemailcertified.com/

Explore Inboox.ai, the AI-powered database of 1M+ real ecommerce emails with full HTML, performance data, and trend insights from the fastest-growing Shopify brands. https://inboox.ai/

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00:00 Welcome to The Show

03:12 Retention Audit Framework Overview

04:17 Data Infrastructure: The Foundation

08:51 Deliverability and List Quality

15:37 Lifecycle Automation: Maximizing Revenue

20:17 The Importance of Timely Replenishment

23:09 Effective Segmentation Strategies

26:43 Crafting Mobile-Optimized Emails

31:08 Enhancing Customer Experience Beyond Emails

35:47 Analyzing Metrics for Better Retention

37:56 Final Thoughts and Recap

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Enjoying the pod? Subscribe to The eCom Email Marketer Newsletter for your weekly dose of retention strategy, actionable insights, & exclusive industry news! http://ecomemailmarketer.com/

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Follow Jimmy & Chase on social!

Follow Jimmy Kim at:

https://x.com/yojimmykim

https://www.linkedin.com/in/yojimmykim/

https://www.instagram.com/yojimmykim/

https://www.tiktok.com/@yojimmykim

Follow Chase Dimond at:

https://x.com/ecomchasedimond

https://www.linkedin.com/in/chasedimond/

https://www.instagram.com/chasehunterdimond/

https://www.tiktok.com/@chasehunterdimond

Contact us at hellosenditpodcast@gmail.com for sponsorships, appearance requests, interviews, or general information!