Soulful Services

Whether you're looking to revitalize your email flows, grow your subscription program, or finally make your loyalty experience feel true to your brand, you're in the right place. I offer retention and CRM strategy that blends data with storytelling, strategy with soul.

Each of my services is designed to meet you where you are in your growth journey - whether you need a one-time audit, a custom strategy intensive, or hands-on leadership for your retention channels.

Our Services

Retention & Brand Alignment Audit
$2,500.00

A 360° audit of your retention ecosystem—strategically and energetically.
Investment: $2,500+
Timeline: ~2–3 weeks

💼 Deliverables:

  • 45-minute discovery and introduction call

  • Full audit of email/SMS automations & campaign strategy

  • Review of segmentation, personalization, and frequency

  • Copy, tone, and brand alignment assessment

  • Site UX review related to subscription & loyalty integration

  • Audit of loyalty program and subscription touchpoints

  • Clear, prioritized recommendations with suggested next steps

  • 60-minute strategy call to review findings and answer questions

  • Add-on: Done-for-you implementation of designated updates ($1,000+)

✅ This is for you if:

  • You're not sure what's working (or not) in your current retention setup

  • You want expert eyes on your flows, campaigns, loyalty, or subscription strategy

  • Your emails/SMS might be performing... okay-ish, but you know they could do more

  • You're a founder or lean team and want clear, actionable next steps

  • You’re craving a deep strategic and brand-aligned audit without a long-term commitment

Soulful Scale: The Retention Strategy Intensive
$4,200.00

A 6-week deep dive into the heart of your retention program.
Investment: $4,200
Timeline: 6 weeks

💼 Deliverables:

  • 60-minute onboarding + brand discovery session

  • Lifecycle map: full funnel audit + roadmap for growth (flows, campaigns, retention levers)

  • 2–3 updated or net-new flows (email or SMS) with copy + structure

  • Loyalty and subscription program optimization strategy

  • Segmentation plan with targeted messaging ideas

  • 3 strategy calls throughout to refine and review progress

  • Post-intensive summary guide and next steps for your team

  • Add-on: Done-for-you implementation of designated updates ($1,000+)

✅ This is for you if:

  • You’ve got flows and programs live—but they’re not optimized or fully aligned

  • You want to increase LTV, improve winback/subscription performance, or deepen loyalty

  • You're looking for hands-on strategy support without hiring full-time

  • You want someone to partner with you, not just tell you what to fix

  • You're in a growth phase and ready to scale with soul

Fractional Retention Lead
$3,000.00

Ongoing partnership to own and grow your retention program.
Investment: Custom, starts at $5,000/month
Timeline: 3-month minimum

💼 Deliverables (customized by brand size/needs):

  • Ownership of CRM strategy across email, SMS, loyalty, and subscription

  • Monthly performance reports with insights and action plans

  • Weekly flow audits and A/B test planning

  • Campaign calendar strategy + content direction (aligned with brand/marketing)

  • Monthly cross-functional strategy calls

  • Team coordination (designers, coordinators, devs, etc.)

  • Slack/email access for ongoing support and collaboration

✅ This is for you if:

  • You want an experienced retention expert embedded in your team

  • You need consistent strategy, execution, and reporting support

  • Your business is scaling fast—and you need someone to own CRM, loyalty, and subscription channels

  • You’re past the DIY phase and want to grow monthly recurring revenue (MRR), LTV, and engagement sustainably

  • You want long-term collaboration with someone who deeply understands your brand