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Retention Email Automation Cheatsheet

Every D2C brand needs a strong retention engine to build trust, nurture relationships, and turn every customer into a repeat buyer. This checklist is designed to help you audit, prioritise, and build your email automation ecosystem from the ground up.

What this sheet helps you do:

* Audit which automations you already have in place

* Identify the high-impact flows you’re missing

* Prioritise setup based on expected revenue contribution

* Optimise existing flows for higher engagement and conversions

4.9 / 5 stars by 100+ founders and CMOs

The Retention Revenue System™ trusted by 7-9 Figure D2C brands

Turn Your Existing Customers Into 6-7 Figures in New Sales - Guaranteed in 60 Days

Built in 6-8 weeks. Pays for itself within 60 days, or we keep working for free until it does.

Trusted by scaling d2c brands

HERE’S HOW IT WORKS

From Audit to ROI in

60 Days

Brands partner with us because our process is built for speed, precision, and predictable profits.

Profit Audit & Kickoff

We start with a retention audit to show you where cash is leaking. And how much more you could be making from your current customers.

Build & Personalize

In 6-8 weeks, we set up the exact flows, upsells, and repeat-purchase triggers top D2C brands use to scale. Done once, done right. You own it.

Launch & Scale

We keep optimizing so your AOV, LTV, and repeat orders climb north every month, while your ad costs go down.

Our email marketing is now a significant source of revenue for our growing company

Blaine Kusler — CEO of UA Body

Meet Our Clients

Garrett, Co-Founder

Duncan and Stone

We have been working with Jagriti and her team for just a few months now, and she has stepped in and completely revolutionized our entire retention marketing strategy and just everything involved in it.

She came in highly recommended from another friend of mine and which meant a lot and I have been super impressed with all the work that she has done thus far.

Sonali, Founder

Label Raasleela

They take care of everything right from strategy to calendar planning to analyzing and optimizing.

The team of designers and copywriters that they have, they are so good at their work, like absolutely brilliant, and everything is done much, much before the timeline.

Their turnaround is so quick and that means no last minute changes or rush or anything and I can't recommend them enough.

Here's What our clients say After switching From bloated agencies to our retention revenue system™

D2C Brands Scaling Faster With Dash

“I’ve scaled to $1M”

Annie and the Dash team have been nothing short of great to work with.

Proactive and organized, the Dash team produces effective email flows, on brand, compelling content, and a deep understanding of our brand voice. And it shows.

We highly recommend working with them.

Blaine Kusler, UA Body

“They’re not just executing- they’re strategizing, testing, and optimizing every step of the way.”

Jagriti and Annie’s work ethic is unmatched, and their analytics-driven approach has played a huge role in our email marketing success.

And I have to shout out the design team— the creativity and quality they bring to each campaign is incredible.

It's been a pleasure having Dash as a part of our team.

Keida, CEO and Co-founder, Soulmate Customs

“Ananya helped us increase our open rate, click rate and revenue, while also reducing our spam rate, bounce rate and unsubscribe rate”

I have had the pleasure of working with Ananya on our Klaviyo email account for 7 months.

Ananya also helped us significantly in terms of planning our email calendar and staying on track with our deadlines.

If you have the opportunity to work with Ananya, I highly recommend it!

Dan, Poker Coaching

“Her deep understanding of customer behavior and market trends, combined with her creative thinking, sets her apart in the field.”

I'm thrilled to recommend Jagriti for her exceptional work as a retention marketer and her invaluable contributions to the production efforts at Blossom Essentials.

Throughout our partnership, Jagriti has consistently demonstrated a remarkable ability to craft and execute retention strategies that drive tangible results.

Her dedication and expertise in retention marketing have significantly impacted our business for the positive.

She has an innate ability to analyze customer behaviors and develop strategies that not only retain existing customers but also enhance their overall experience.

Her creative thinking and data-driven approach have consistently led to remarkable results, showcasing her deep understanding of customer psychology and market trends.

Sarah Velinskiy- CEO and Founder, Blossom Essentials

“Dash’s agile and supportive approach took us from struggling to thriving, significantly boosting customer retention. ”

Jagriti, the co-founder of Dash, a specialized Retention Marketer, revolutionized our email marketing strategy through Klaviyo.

Serving our Omnichannel store in Europe, she efficiently established retention strategies, tailoring email flows and content to our 30,000+ strong customer base.

Jagriti's expertise and personable demeanor made her an invaluable asset to our business, and we wholeheartedly recommend her to anyone seeking to enhance their customer retention efforts.

Her understanding of our niche market and innovative strategies were key to our success.

Dushyant, Dookan

“She is a very passionate girl, she understand your business like it's her own venture. ”

Methodical, well planned, insightful, knowledgeable are synonyms of Jagriti.

Her strong work ethics and hunger to deliver quality is commendable.

She never failed to deliver on tight deadlines, 100% committed to her responsibilities and an absolute team player.

She was one person you held our entire team together, in my absence.

She is just so amazing.

You will be lucky to have her in your team.

We were!

Nishi Srivastava, Founder, CEO at Craftsutra

Still not sure if this is for you?

Frequently Asked Questions

What types of brands do you work with?

We partner with ambitious beauty, skincare, and lifestyle brands focused on growth and customer retention.

What services do you offer?

We create high-converting email and SMS marketing campaigns that drive sales and build customer loyalty.

How much do your services cost?

Our pricing starts at $2,500.

Do you take on one-time projects?

Yes, we offer both ongoing and one-time project-based services.

Who will be managing my account?

Your account is handled by a senior account strategist, flow specialist, designer, writer, implementer, and our co-founder (production lead).

How soon can I expect results?

Most clients see significant growth within the first month.

Will your services integrate with our current tools?

Yes, we ensure seamless integration with your existing platforms.

What makes Dash different?

We don’t just send emails—we focus on revenue, retention, and building lasting customer relationships with data-driven strategies.