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Five ways I help Shopify brands on Klaviyo keep the customers they already paid to win.

Retention, CRM, Shopify conversion, search visibility and agentic consulting. Each one is scoped to the way your brand makes money and handed over with your team in control.

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Thirty minutes with Jake. No pitch deck, no form.

Jake Bauman, founder of NorthSignalJake Bauman, founderYou would be working with Jake. He reads every reply himself.
10+ yrs
running growth for other companies
40K+
customer tickets a month, in production
2 min
of approval per prepared follow-up
100%
yours at handoff. Repo, keys, memory

Jake has led growth work for

Dr. Scholl'sFoot care and CPGLaura GellerBeautyPublic RecApparel and DTCPetPlateFresh dog food subscriptionAdoramaPhoto and electronics retailAquaTruWater purifiers, Ideal LivingThe Good Feet StoreSpecialty retailitalkiOnline language learningDvelePrefab modular homesReserveBarEcommerce and spiritsCBDfxCBD and wellnessAdina EdenJewelry and DTCAirDoctorAir purifiers, Ideal LivingBuy Auto PartsAuto parts ecommerceOS1stCompression socks and sleevesStretch*dAssisted stretching studiosCompression HealthMedical compression wear

Built for the way your vertical makes money.

The same services, scoped differently for each business. Here is what the work is built to do where you operate.

Direct to consumer

Repeat revenue treated like the relationship it is. The agents read purchase history and support conversations, then run retention and reactivation in your voice instead of a discount blast.

  • Retention flows
  • Reactivation
  • Profit per customer

Ecommerce and Shopify

Store, email, and ad data read from one profit model. The agents find the product, segment, or channel leaking margin and draft the fix for your approval.

  • Klaviyo flows
  • Channel economics
  • AI shopping visibility

B2B SaaS

Accounts that grow instead of going quiet. Account memory that survives CSM turnover, expansion touchpoints written from usage, and positioning that keeps pace with a category that shifts every quarter.

  • Account memory
  • Expansion signals
  • Competitive positioning

Professional services

A growth motion that runs while you deliver. Follow-up that researches the account first, proposals drafted in your voice, and a dormant list worked with context rather than a check-in.

  • Follow-up agent
  • Proposal drafting
  • Dormant reactivation

Consulting and advisory

Partners hold the relationships and the context. An agent holds it with them, surfaces the next conversation worth having, and prepares it for two minutes of approval.

  • Partner follow-up
  • Referral tracking
  • Weekly growth brief

Marketing and creative agencies

Pitch sharper than the agencies you lose to. Competitor watch, positioning briefs, and client reporting that reads the numbers before the account lead does.

  • Competitor watch
  • Client reporting
  • Positioning briefs

Coaching and courses

Students and clients who feel known. Onboarding and check-ins written from what each person actually did, and a lapsed list reactivated one person at a time.

  • Member onboarding
  • Engagement loops
  • Lapsed reactivation

Specialty retail

In-store and online customers in one memory. The visit, the purchase, and the review connect, and the next touchpoint goes out in your voice.

  • Customer memory
  • Review follow-up
  • Local search visibility

Beauty and personal care

Replenishment and loyalty run on the customer’s cycle, not the calendar. The agents read purchase cadence and support history, then write the reminder a person would.

  • Replenishment flows
  • Loyalty programs
  • Review loops

Consumer packaged goods

Retail and DTC channels read from one model. Spend connects to margin by channel, and the one change worth making this week gets flagged with the math behind it.

  • Channel economics
  • Retail media reporting
  • DTC retention

Local and home services

Leads answered before the competitor calls back. Booking follow-up, review requests, and reactivation of past customers, running inside the CRM you already use.

  • Lead follow-up
  • Review requests
  • Repeat bookings

Subscription and membership

Churn seen before it happens. Usage, billing, and support signals read together, and the save conversation run with context while there is still time.

  • Churn signals
  • Save flows
  • Billing recovery

Five services. Start with the problem.

Agentic consulting comes first because a useful workflow may cross teams and tools. Choose the more focused service when the gap is already clear. Scope and price are settled on the call.

01

Agentic consulting

We see useful AI possibilities, but need a workflow we can trust and operate.

Starting output: A prioritized opportunity and a written workflow, ownership, and measurement plan
02

Search and AI visibility

The right buyers cannot find or evaluate us.

Starting output: A baseline and prioritized page plan
03

Shopify and conversion

Our store could work harder for shoppers.

Starting output: A store issue list with priorities and reasons
04

Retention and lifecycle

Customers buy once and then go quiet.

Starting output: A journey map and priority recommendation
05

CRM and customer systems

Contacts and follow-up fall through gaps.

Starting output: A data and process map with a prioritized fix list

Want the leadership as well as the work?

See the Fractional CMO engagement ↗See search sprints ↗
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Ready to put useful AI to work?

Book a free thirty-minute Growth Audit call. We look at where growth gets stuck, name the one job worth fixing first, and tell you honestly whether an agent is the right answer.

Scope and price are settled on the call. Nothing is sold before a written scope.

Book a free call

Or email Jake directly at jake@northsignal.studio. He reads every one.

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