Batch

How We Helped A Premium CBD Brand Double Monthly Revenue Through Advanced Subscription Optimization

+100%

$2M to $4M monthly revenue (100% increase)

$900K

Email revenue (50% above "impossible" $600k target)

$100K

$100k MRR recovered from lapsed subscribers

How We Helped BATCH Double Monthly Revenue Through Advanced Subscription Optimization

How do you scale a premium CBD brand with complex compliance requirements while serving vastly different customer avatars—from 70-year-old pain relief seekers to 24-year-old athletes to general wellness users—all requiring completely different messaging strategies?

Our comprehensive email marketing and subscription optimization strategy delivered extraordinary results over 9 months, transforming Batch CBD from a $2M monthly revenue operation to a $4M powerhouse, while achieving the "impossible" $900k Black Friday performance that exceeded their wildest expectations by 50%.

The Challenge: Complex Customer Segmentation in a Compliance-Heavy Market

Batch CBD, despite having premium products and a legitimate farm-to-consumer operation, was facing critical growth barriers that limited their revenue potential. Their monthly revenue had stagnated at $2M, and their broad appeal created customer avatar confusion (from elderly pain relief seekers to young athletes), leading to messaging dilution. Additionally, their subscription program suffered from high, preventable churn due to a lack of sophisticated retention flows.

These issues, compounded by CBD/THC marketing compliance constraints that limited channel options and a lack of advanced technical sophistication in segmentation and automation, created a significant growth ceiling that prevented Batch CBD from scaling further.

Comprehensive Audit & Strategic Foundation

Our collaboration began with a comprehensive business analysis of Batch CBD's current email marketing and subscription infrastructure, identifying critical gaps in their funnel, compliance, and automation sophistication. We then conducted deep-dive discovery sessions to map the distinct customer journeys, allowing us to build a technical transformation that would support advanced, compliant personalization at scale.

By combining our custom data modeling and advanced segmentation with a multi-avatar welcome series architecture, we ensured that Batch CBD's messaging resonated with their vastly different audience segments. We then deployed a comprehensive subscription optimization suite and a high-volume, segmented campaign strategy to drive both higher engagement and unprecedented conversion rates, culminating in a record-setting Black Friday.

Six-Component Transformation

1. Custom Data Modeling & Advanced Segmentation

We implemented sophisticated customer data modeling that captured first-party data on customer intent, product preferences, and usage patterns. Using Alia popup technology, we achieved a 37% conversion rate (up from 10%) by capturing specific customer needs during the opt-in process.

Technical Implementation: Custom CDP solution with micro-segmentation based on product interest (pain relief, recovery, recreation, sleep), purchase history, engagement patterns, and lifecycle stage. Our data science approach created over 50 distinct customer segments enabling hyper-personalized messaging.

Compliance Integration: All segmentation strategies were designed to work within CBD marketing constraints while maximizing personalization effectiveness.

2. Multi-Avatar Welcome Series Architecture

We developed separate welcome series for each primary customer avatar, triggered by their initial popup response. Pain relief customers received educational content about CBD benefits and dosing, athletes got recovery-focused messaging, and recreational users received fun, lifestyle-oriented communications.

Advanced Automation: Each welcome series included 7-14 emails with dynamic content blocks, product recommendations, and educational sequences tailored to specific use cases and demographics.

3. Comprehensive Subscription Optimization Suite

We built a complete ecosystem of 10 specialized subscription flows addressing every possible disruption point:

  • Subscription Conversion Flows: Converting one-time purchasers to subscribers
  • Retention Flows: Preventing churn through engagement and education
  • Win-Back Automation: Recovering lapsed subscribers (generated $100k MRR recovery)
  • Subscription Management: Card expiration, date changes, product swaps
  • Anti-Churn Prediction: Behavioral triggers preventing subscription cancellation
4. High-Volume Campaign Strategy with Micro-Segmentation

We developed the capability to send 20+ campaigns per month while maintaining 50%+ open rates through sophisticated audience segmentation. Each campaign targeted specific micro-segments based on engagement recency, purchase history, and product interests.

Advanced Sending Logic: Campaigns excluded recent purchasers, recent openers, and unengaged segments to maximize deliverability while reaching maximum qualified audience.

5. Continuous Optimization & Testing Culture

We established systematic A/B testing protocols for every campaign element, from subject lines to send times to creative approaches. Quarterly roadmaps ensured continuous improvement across all campaign and flow performance.

Performance Monitoring: Advanced analytics tracking enabled real-time optimization of all automation flows and campaign strategies.

6. Strategic Black Friday Execution

We developed an unprecedented 4-emails-per-day Black Friday strategy using advanced segmentation to avoid audience fatigue while maximizing revenue opportunity. The strategy included morning design-heavy emails, midday text-focused communications, afternoon promotional emails, and evening urgency-driven messages.

Sending Schedule Innovation: 7 AM broad segment, 11 AM engaged minus recent openers, 4 PM smaller segment minus recent interactions, 8 PM highly engaged 14-day segment with all exclusions.

The Impact of Our Klaviyo Strategy

October 2024 - July 2025
$2M to $4M monthly revenue
Total Revenue
$130k to $490k monthly
$490k monthly
Attributed Revenue
12.4%
277% increase
Attributed Revenue
Per Recipient
n/a
Campaigns
$337k
Flows
$100k MRR recovered
Email
$490k monthly
SMS
$0.00 (0.00%)
SMS Marketing
Email Marketing
CRM Optimisation
Retention Strategy Consult
SMS Marketing
Email Marketing
CRM Optimisation
Retention Strategy Consult

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