Day One

Whoever owns the loop, a hire, a promotion or you, needs five things on day one.

The order file, taggedEvery order by customer and date, with the referring customer attached where there is one.
Admin on the referral appIncluding the exact event that pays inviters, and the terms.
A name at counselSomeone who has read the sweepstakes, consent and endorsement rules for your mechanics.
The top 20 invitersNames, what they bought, whom they brought.
A holdout digit on every profileWritten once, never recomputed.

Pull last year's new customers tonight and tag the ones who came through someone. Look at the share.

If this is your store

See where your first-time buyers stall.

The free Klaviyo audit reads your own account and scores it. Start with your store’s address. A read-only key gets the full report.

Written by Andrew Lauchner, a growth and retention operator for consumer brands. The paid work is one ninety-day Sprint.

This is one chapter of Close the Loop, which is free and readable in full on a single page with no form in front of it.