The Exact Retention System I Use to Generate Millions in Recurring Revenue
Use the same proven strategies, templates, and workflows that I’ve implemented for leading e-commerce brands to drive customer retention, loyalty, and subscription growth.
âś… Master the art of Customer Retention
âś… 3+ hours of step-by-step video tutorials
âś… For beginners and pros alike
*Limited discount, save $100
Drive Repeat Sales
Do you know how many repeat customers you earned last month? If not than this program will show you how to tap into this hidden honey that helps major brands retain more customers than their competition.
Increase Your CLTV
Learn how to structure your customer journeys to increase your Customer Lifetime Value through segmentation and merchandising.
Reduce Your CAC
Follow my proven process to build, tweak, and retain more customers to reduce your Customer Acquisition Costs.
About me & this course
Hi, I'm Steven Wagner, a Retention marketing strategist who has helped global brands like Toyota, Mercedes-Benz, Ford Motor Company, Karastan, Panasonic, True Citrus, and Tumblerware maximize customer lifetime value and accelerate business growth. Plus I have my own DTC brand!Through my work with enterprise platforms like Shopify, Recharge, and Klaviyo, I've developed proven systems for turning one-time buyers into loyal repeat buyers.This course draws from my experience driving results for industry leaders and my own store, to help you.
⚠️ Have you ever built a beautiful Shopify store, launched products you’re proud of, and spent thousands driving traffic... only to see customers buy once and never return?It’s frustrating and it’s the fastest way to burn through your budget.
I’ve spoken to countless DTC founders, and the challenge is always the same:That’s why I created this course.Over the past 15 years, I’ve built retention systems that help brands:
Traffic is expensive and unpredictable.
Average order values are too low to cover ad spend.
Customers leave after one purchase, crushing profitability.
No more hoping customers come back. This course gives you the exact tools and strategies I use to make retention your competitive edge.
Reduce customer acquisition costs by driving repeat purchases.
Increase average order value through smart upsells and cross-sells.
Boost customer lifetime value with loyalty programs and personalization.
Create predictable revenue streams with subscriptions.
🎉 Whether you’re a complete beginner or looking to sharpen your skills, this course has got you covered.
We’ll cover everything you need to know to master Retention.
I’ll guide you from start to finish—designing layouts, adding integrations, optimizing for conversions, and more.
1. Introduction• The 6 Step Process to Customer Retention OS
• How to set up your customer journeys to ensure repeat sales.
• Getting the first party data you need to personalize emails for higher conversion
• The secret to making your emails and SMS stand out and convert
2. Email Playbook
• Setting up core email flows: welcome, post-purchase, win-back
• Crafting subject lines and content that drive engagemente
• A/B testing for continuous improvement
Case Study: True Citrus Beverages• How they use Welcome Series for Retention
• Calls to Actions that Lead to Retention
• What you can do to improve on their formula
3. AI Enhancements Playbook
• The AI Prompts I use to find profitable segments hidden in CRM's
• The AI prompts to comb your sales history and find profitable offers
• A/B testing for continuous improvement
Case Study: Poppi Beverages• How they use Welcome Series for Retention
• Calls to Actions that Lead to Retention
• What you can do to improve on their formula
4. Building Your Loyalty System• Designing reward structures that motivate repeat purchases
• Integrating loyalty programs with Shopify and Klaviyo
• Analyzing performance to refine offers
Case Study: AG1 Supplements• How they use Welcome Series for Retention
• Calls to Actions that Lead to Retention
• What you can do to improve on their formula
5.Subscription Growth Framework:• Reducing churn with frictionless subscription management
• Upselling and cross-selling to subscribers
• Using data to predict and prevent cancellations
Case Study: Little Hunter Pet Food• How they use Welcome Series for Retention
• Calls to Actions that Lead to Retention
• What you can do to improve on their formula
6. Segmentation & Personalization Systems:• Building customer segments based on behavior and purchase history
• Personalizing content for each segment
• Automating personalized experiences with Klaviyo flows
Case Study: Tumblerware Housewares• How they use Welcome Series for Retention
• Calls to Actions that Lead to Retention
• What you can do to improve on their formula
6. Financial Reporting Blueprint:• Setting up dashboards for retention KPIs
• Forecasting subscription revenue
• Measuring Retention ROI, CLTV, AOV, etc.
7. Campaign Strategy Guide:• Creating high-converting upsell and cross-sell campaigns
• Running promotions for loyal customers
• Planning seasonal and evergreen campaigns
Special Report: Top 50 Klaviyo DTC Stores Breakdown• Complete Analysis of what the Top 50 Stores use in their Retention
• What Features they are implementing to convert and retain customers
• Recommendations you can use with your store
Wall of Love
See what others are saying. Real entrepreneurs and their teams.
Get a testimonial widget integration with Testimonial.to or Senja
A step-by-step guide to creating retention strategies that will grow your sales and CLTV.
Master building your own retention systems to retain your hard earned customers. Start today!
Retention OS Guide
Introduction to Retention
Password Protect this section using either a simple free plugin like Password protected plugin (Jason's plugins for Carrd)
or a more secure paid integration with Outseta or the Userbase - SDK template
a) Why Carrd is the ultimate tool for one-page websitesCarrd is a lightweight, intuitive platform designed specifically for creating beautiful and functional one-page websites. With its minimalistic interface, affordable pricing, and robust customization options, it’s perfect for showcasing projects, building landing pages, or launching ideas with ease.b) How Carrd design differs from traditional web designUnlike traditional multi-page websites, Carrd emphasizes simplicity and focus. Its design philosophy centers around delivering all the necessary information on a single, visually appealing page, making it ideal for capturing attention quickly and driving conversions.c) The 3 key elements of an effective Carrd websiteEvery high-performing Carrd website shares three crucial elements: a clear and compelling headline, a visually engaging layout, and strategically placed calls-to-action that guide visitors toward your goal.d) The secret to making your website stand out and convertThe key to a standout Carrd website lies in balancing design and functionality. By tailoring your site to your audience’s needs, using thoughtful visuals, and incorporating interactive elements like forms and links, you can create a site that not only looks great but also delivers results.
Retention OS Guide
Building Your Website
Password Protect this section using either a simple free plugin like Password protected plugin (Jason's plugins for Carrd)
or a more secure paid integration with Outseta or the Userbase - SDK template
a) What makes a high-converting Carrd websiteA high-converting Carrd website is built with a clear purpose, compelling messaging, and a seamless user experience. By focusing on strong calls-to-action, effective use of space, and a clear value proposition, your website can drive visitors to take the desired action, whether it’s signing up, purchasing, or learning more.b) How to structure your site for clarity and impactThe structure of your Carrd site should prioritize a clear flow of information. Start with a strong headline, followed by concise content that highlights your value proposition, and end with a clear call-to-action. A logical layout ensures your visitors can quickly understand your message and easily navigate to what matters most.c) Must-have components for any Carrd websiteTo create a successful Carrd site, include these key components: a compelling headline, an engaging hero section, concise content blocks, a contact form or call-to-action, and relevant visuals. These elements work together to capture attention, communicate your message, and guide visitors to take action.d) Do’s and don’ts of one-page designWhen designing a one-page site on Carrd, focus on clarity, simplicity, and engagement. Do keep your design clean and easy to navigate, use whitespace effectively, and ensure your call-to-action stands out. Don’t overwhelm visitors with too much text, cluttered design, or unclear navigation—less is often more in one-page websites.