Intern
What you actually do
Day one: you feel behind. You do not have a score. Print a bar. Score what exists. Do not start building. The audit is the object. A 90-day plan is the output, not a new app.
Library / DTC brands / Retention audit
Haircare replenishment is predictable. Your flows should be too.
Read it once, then stop negotiating with it. Retention audit for haircare brands is a wiring job: score flows → mix → rank gaps → 90 days. Objects, then edges, then one test conversion. You do not need a new tool to start. You need the first writer to land on one contact this week.
Haircare brands do not have a Retention audit problem because they lack Shopify + Klaviyo. They have it because you feel behind. You do not have a score.
Wire these objects first: Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner.
Then these edges, in order: Each core flow → scored against a written bar (exists, filters, RPR, exclusions) · Revenue mix → known percentages; if unknown, that is finding one · Gaps → sequenced (data model first, then missing flows, then collisions) · 90-day plan → theme and ships; not a 40-item wishlist
Done looks like a test you can repeat: Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail.
Start here: Name core flows. Watch revenue per recipient. Exclusions that do not fight each other.
Haircare brands already have Shopify + Klaviyo. The leak is not a missing feature. You feel behind. You do not have a score. Software did not cause it. A missing write-in did: the person exists in one tool and not in the pipeline.
Here is how you actually wire it. Name the objects: Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner. Then connect these edges, in order: Each core flow → scored against a written bar (exists, filters, RPR, exclusions) · Revenue mix → known percentages; if unknown, that is finding one · Gaps → sequenced (data model first, then missing flows, then collisions) · 90-day plan → theme and ships; not a 40-item wishlist. If you skip an edge, the next one is decoration. If you add a Shopify + Klaviyo feature first, you usually skip an edge without noticing.
Prove it with a test, not a screenshot. Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail. How you know it worked on the board: Score is written (against a bar, not a mood). If that number is a vibe, do not add traffic.
What to do this week, and only this week: Name core flows. Watch revenue per recipient. Exclusions that do not fight each other. An intern can run the objects page and one test conversion. A CEO should protect that from a second priority.
Intern
Day one: you feel behind. You do not have a score. Print a bar. Score what exists. Do not start building. The audit is the object. A 90-day plan is the output, not a new app.
Operator
You already feel you feel behind. you do not have a score. Haircare replenishment is predictable. Your flows should be too. Protect one sequence for 90 days. The four moves are score flows → mix → rank gaps → 90 days. The edges are Each core flow → scored against a written bar (exists, filters, RPR, exclusions) then Revenue mix → known percentages; if unknown, that is finding one. If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar.
CEO
This is a money leak, not a preference about tools. You feel behind. Until score is a number you will defend, buying more traffic or more seats makes the leak more expensive. Refuse a second database: Each core flow → scored against a written bar (exists, filters, RPR, exclusions).
Before
Tuesday. Someone among haircare brands. Haircare replenishment is predictable. Your flows should be too. Shopify + Klaviyo is open. A colleague asks where a person sits. The answer is a screenshot, a Slack thread, or “I think they’re interested.” The writer (form, calendar, shop, or phone) and the pipeline are two databases.
After
Same Tuesday, after write-in exists. If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar. Each core flow → scored against a written bar (exists, filters, RPR, exclusions) The next move is written. That is the difference between a login and a system.
Keep it this plain. A person in haircare brands already paid for Shopify + Klaviyo. Haircare replenishment is predictable. Your flows should be too. They add a page, a form, a calendar. None of it writes into a spec. By Friday the calendar has ghosts and the pipeline still looks like the snapshot.
The fix is not a better template. Flows scored against a bar. Prove write-in: Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail. This week is one move: Name core flows. Watch revenue per recipient. Exclusions that do not fight each other. If that feels too small, that is the point. Operators fail by starting at move four.
The leak
You feel behind. You do not have a score. The next move is another campaign because nobody ranked the gaps.
The system
Flows scored against a bar. Revenue mix known (flow vs campaign). Gaps sequenced. A 90-day plan written — two worst gaps first, not a brand story.
Score the system: are core flows live, clean, excluded correctly, earning RPR. What share of email revenue is flow vs campaign. Which two gaps would move LTV if they were true in 90 days. That is an audit. A vibe is not.
Then sequence. Do not open five rebuilds. Ship the two worst. Hold the rest. The audit is a ranking, not a museum of screenshots.
If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar.
Retention work without a score is anxiety. Score flows against a bar: named, live, correct trigger, exclusions, RPR watched, not colliding. Revenue mix is known — if 90% is campaigns, flows are unfinished. Gaps are sequenced: lying metrics before new creative; collisions before a sixth flow; welcome before a clever sunset. A 90-day plan is written with a theme. A 40-item audit PDF with no sequence is a second database of guilt.
Wire the numbers from Klaviyo and Shopify so they can be compared (same date range, same currency, refunds treated consistently). If Shopify AOV and Klaviyo placed-order AOV disagree wildly, data model is the first gap. LTV and repeat rate belong on the scoreboard. Open rate does not.
Two databases: a consultant's slide and the live account. The intern fills the scorecard from the live account only. They do not copy a generic '12 flows you must have'. If you are missing browse, that may be priority 8. If Placed Order is wrong, that is priority 1. Sequence is the audit.
Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner.
Each core flow → scored against a written bar (exists, filters, RPR, exclusions)
Revenue mix → known percentages; if unknown, that is finding one
Gaps → sequenced (data model first, then missing flows, then collisions)
90-day plan → theme and ships; not a 40-item wishlist
Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail.
Day one: you feel behind. You do not have a score. Print a bar. Score what exists. Do not start building. The audit is the object. A 90-day plan is the output, not a new app.
Live, named, excluded, earning — against a written bar.
Flow vs campaign revenue. Known.
Two that would move LTV. Not twenty.
A plan that ships those two. Kill criteria included.
On one line, for haircare brands: You feel behind. You do not have a score. Add who gets hurt (calendar, cash, inbox, or reputation). If two people write different sentences, you do not agree yet — stop and agree.
Why: Teams skip this and jump into settings. Then every person is fixing a different problem with the same login.
Done when: One sentence. Shared. No adjectives required.
Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner.
Why: If objects aren't named, software invents a second database.
Done when: A stranger can list them.
Live, named, excluded, earning — against a written bar. Then wire: Each core flow → scored against a written bar (exists, filters, RPR, exclusions)
Why: Haircare brands cannot skip this edge. Retention work without a score is anxiety. If it is not true, Shopify + Klaviyo is already a second database.
Done when: Each core flow → scored against a written bar (exists, filters, RPR, exclusions) is true on a test.
Flow vs campaign revenue. Known. Then wire: Revenue mix → known percentages; if unknown, that is finding one
Why: Haircare brands skip this and the leak returns as a private language. Wire the numbers from Klaviyo and Shopify so they can be compared (same date range, same currency, refunds treated consistently). Spec tags, fields, and states have to be the same objects the next workflow will read.
Done when: Revenue mix → known percentages; if unknown, that is finding one is true on a test.
Two that would move LTV. Not twenty. Then wire: Gaps → sequenced (data model first, then missing flows, then collisions)
Why: Haircare brands feel this as You feel behind. You do not have a score. Two databases: a consultant's slide and the live account.
Done when: Gaps → sequenced (data model first, then missing flows, then collisions) is true on a test.
Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail.
Why: Calendar full + pipeline empty means two databases.
Done when: One test conversion, one contact, right stage/state.
Every Monday, look at Score (Against a bar, not a mood), then gaps (Two first). Write one action or write “hold.” A dashboard with no action is theatre.
Why: What gets reviewed gets run. What only lives in a tool gets ignored the week someone is busy.
Done when: Three numbers. One owner. Fifteen minutes. Actions attach.
Name core flows. Watch revenue per recipient. Exclusions that do not fight each other.
Why: Operators fail by starting at move four. Interns fail by making a 40-item checklist. CEOs fail by adding a second priority. One proven write-in beats an elegant plan.
Done when: The move is true, or you can name the blocker in one sentence.
Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner.
If objects aren't named, software invents a second database.
Haircare replenishment is predictable. Your flows should be too.
Live, named, excluded, earning — against a written bar. Then wire: Each core flow → scored against a written bar (exists, filters, RPR, exclusions)
Haircare brands cannot skip this edge. Retention work without a score is anxiety. If it is not true, Shopify + Klaviyo is already a second database.
On Shopify + Klaviyo, this means the data model matches how haircare brands actually work — not the snapshot demo. Edge: Revenue mix → known percentages; if unknown, that is finding one
Flow vs campaign revenue. Known. Then wire: Revenue mix → known percentages; if unknown, that is finding one
Haircare brands skip this and the leak returns as a private language. Wire the numbers from Klaviyo and Shopify so they can be compared (same date range, same currency, refunds treated consistently). Spec tags, fields, and states have to be the same objects the next workflow will read.
If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar.
Two that would move LTV. Not twenty. Then wire: Gaps → sequenced (data model first, then missing flows, then collisions)
Haircare brands feel this as You feel behind. You do not have a score. Two databases: a consultant's slide and the live account.
name core flows. Watch revenue per recipient. Exclusions that do not fight each other.
Because the login already exists. You feel behind. You do not have a score. A new feature on a missing spec is a second database. Finish this edge first: Each core flow → scored against a written bar (exists, filters, RPR, exclusions).
Day one: you feel behind. You do not have a score. Print a bar. Score what exists. Do not start building. The audit is the object. A 90-day plan is the output, not a new app. Workflows on unnamed objects fire on folklore. Name contact (or profile), stage or state, and the writer (form, calendar, metric) before any on-switch.
A test conversion creates or updates one person, on the right stage or state, with the fields the next sequence will read. Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail. If you merge after the test, identity is wrong — fix that, do not add a dedupe automation.
If it is only in someone's head, a new hire needs a story, reporting cannot be defended, and automations fire on folklore. Writing is how two people mean the same object on Monday.
Because setup was a project, not a review. Plan (Ship, don't admire) is how you stop the leak returning dressed as a new feature. If Placed Order is dirty, every metric is theatre. If browse collides with cart, you trained people to ignore you. Discount-first abandon trains the wrong buyer — especially when consideration is long. Score the system. Then ship the two worst gaps. Not another brand story.
More leads into a leak is a more expensive leak. If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar. Watch score before you buy traffic. If that number is folklore, acquisition is a vanity spend.
Then you only have time for the objects page and one test conversion. Name core flows. Watch revenue per recipient. Exclusions that do not fight each other. That is the intern version of strategy. Protect it from a second priority for seven days.
Skip this
Leaving objects unnamed because Shopify + Klaviyo is “set up”.
Do this
Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner.
Skip this
Building a workflow or flow before a writer lands on one contact.
Do this
Each core flow → scored against a written bar (exists, filters, RPR, exclusions)
Skip this
Calling it done because a screenshot looks busy.
Do this
Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail.
Skip this
Leaving “90 days” to chance.
Do this
A plan that ships those two. Kill criteria included.
The usual miss
Calling Shopify + Klaviyo “set up” because someone logged in and imported a snapshot.
Do this instead
Live, named, excluded, earning — against a written bar. Then prove write-in: Fill the scorecard for welcome, cart, post-purchase, win-back.
The usual miss
Building the workflow or flow before the writer (form, calendar, shop event) lands on one contact.
Do this instead
Connect Each core flow → scored against a written bar (exists, filters, RPR, exclusions) first. Automations on a missing writer invent a second database.
The usual miss
Adding a page, form, flow, or campaign every time last week hurt.
Do this instead
Name which edge is missing. Fix that edge. Hurt is usually a skipped write-in, not a missing asset.
The usual miss
Reporting that nobody will defend in a meeting — screenshots, vanity opens, 'interested' counts.
Do this instead
Score: Written. Against a bar, not a mood. If you cannot say it out loud, it is not a scoreboard.
The usual miss
Hiring or retaining an agency to invent the spec while also running the calendar.
Do this instead
Hands on a known sequence are useful. Hands inside a missing spec pick the louder job (the calendar) and the leak stays.
Score
Written
Against a bar, not a mood
Gaps
Ranked
Two first
Plan
90 days
Ship, don't admire
This week
name core flows. Watch revenue per recipient. Exclusions that do not fight each other.
US operators · Monday reviews, US-friendly hours. The spine is the same — the clock is not.
Flows scored against a bar
Revenue mix is known
Gaps are sequenced
90-day plan is written
Want the longer lesson, not the page for this niche? A CRM login is not a system ↗
Working notes
Score your Klaviyo and lifecycle system the way an operator would. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Haircare brands do not have a Retention audit problem because they lack Shopify + Klaviyo. They have it because you feel behind. You do not have a score. Wire these objects first: Flow scorecard, revenue mix (flow vs campaign vs other), gap list sequenced, 90-day plan, Shopify+Klaviyo numbers, owner. Then these edges, in order: Each core flow → scored against a written bar (exists, filters, RPR, exclusions) · Revenue mix → known percentages; if unknown, that is finding one · Gaps → sequenced (data model first, then missing flows, then collisions) · 90-day plan → theme and ships; not a 40-item wishlist Done looks like a test you can repeat: Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail. Start here: Name core flows. Watch revenue per recipient. Exclusions that do not fight each other.
You feel behind. You do not have a score. The next move is another campaign because nobody ranked the gaps. If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar.
Before: Tuesday. Someone among haircare brands. Haircare replenishment is predictable. Your flows should be too. Shopify + Klaviyo is open. A colleague asks where a person sits. The answer is a screenshot, a Slack thread, or “I think they’re interested.” The writer (form, calendar, shop, or phone) and the pipeline are two databases. After: Same Tuesday, after write-in exists. If welcome is a coupon and cart is three panics, you do not have lifecycle. You have a calendar. Each core flow → scored against a written bar (exists, filters, RPR, exclusions) The next move is written. That is the difference between a login and a system.
Leaving objects unnamed because Shopify + Klaviyo is “set up”. Building a workflow or flow before a writer lands on one contact. Do the four moves instead: score flows → mix → rank gaps → 90 days.
Score: Written — Against a bar, not a mood. Then gaps (Two first). If those are folklore, do not add another Shopify + Klaviyo workflow.
name core flows. Watch revenue per recipient. Exclusions that do not fight each other.
Because the login already exists. You feel behind. You do not have a score. A new feature on a missing spec is a second database. Finish this edge first: Each core flow → scored against a written bar (exists, filters, RPR, exclusions).
Day one: you feel behind. You do not have a score. Print a bar. Score what exists. Do not start building. The audit is the object. A 90-day plan is the output, not a new app. Workflows on unnamed objects fire on folklore. Name contact (or profile), stage or state, and the writer (form, calendar, metric) before any on-switch.
A test conversion creates or updates one person, on the right stage or state, with the fields the next sequence will read. Fill the scorecard for welcome, cart, post-purchase, win-back. Pull flow vs campaign revenue if Klaviyo has it. Write three gaps in order. If the output is 'we need more flows' without scoring the ones you have, fail. If you merge after the test, identity is wrong — fix that, do not add a dedupe automation.
If it is only in someone's head, a new hire needs a story, reporting cannot be defended, and automations fire on folklore. Writing is how two people mean the same object on Monday.
Posts go live. Search still does not know you.
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Read ↗Roadmaps are annual. Execution is weekly panic.
Read ↗You have access. You do not have a Monday ritual.
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Read ↗Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.