10 retention plays you can't afford to miss

In this episode of the "Send It" podcast, host Jimmy Kim and co‑host Chase Diamond debrief their four‑city retention marketing roadshow (New York, Miami, Los Angeles, Austin) and share the most valuable takeaways for email and SMS marketers. They begin by noting that, despite being an AI‑native company, most attendees were not actively using AI or even aware of modern Marketing Cloud Platforms (MCPs). The conversation then walks through each city’s speaker sessions, highlighting concrete tactics and data‑driven insights: Fundamentals & Flow Design – Max emphasized the importance of a strong welcome flow, pop‑up capture, daily sends, segmentation by purchase history, and a double‑send on day 0, backed by data showing 85 % of purchases happen on the first day after opt‑in. BFCM Planning & 80/20 Rule – Philippe taught attendees to start preparing for Black‑Friday‑Cyber‑Monday months early, focusing on the 20 % of flows that drive 80 % of revenue. AI & MCP Adoption – Ritesh (Omnisend) demonstrated how AI‑driven MCPs can automate subject‑line writing, segmentation, and deliverability checks, while noting that only a small fraction of the audience had ever heard of MCPs. Copy & Language Impact – Devin (Sweatpants Agency) presented research that exclamation points lower open rates but boost clicks and revenue, underscoring the need to balance metrics. Financial Modeling & Metrics – Anwar (Common Thread Collective) introduced ten key marketing/operating metrics and a profit‑engineer framework for forecasting LTV and spend. Customer Value Lifecycle (MVC) – Melanie outlined the “golden goose” eight‑stage model, focusing on developing the most valuable customer before acquisition and tracking cancellation flows. Projection Methodology – Coach Danny explained a step‑by‑step process for building data‑driven revenue projections using AI and MCPs. Growth Storytelling – Chris Lang (Fresh Chili) shared how he grew to 1 M subscribers and integrated retention with acquisition. The hosts also discuss logistical learnings (attendance variance across cities, timing conflicts with the World Cup, and the decision to drop Miami for future tours) and announce the next large‑scale event in San Diego (Sept 21‑22, ~750 attendees). Sponsor segments for Omnisend’s AI writer and SuperScale’s creative‑generation AI are included. The episode ends with a call‑to‑action to access full session recordings, slide decks, and a free daily retention newsletter. Overall, the podcast delivers a practical framework—"Retention Redefined"—covering lifecycle management, segmentation, AI‑enhanced MCPs, deliverability hacks, and data‑backed flow optimization for modern marketers.
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What we're quickly learning was that AI definitely was not at the forefront. Our teams and the things that we do, we're very AI native as a company and also as people.
I have a lot of friends that are using AI, very few using it in a way that really how I would envision they were using it.
And oftentimes you're lost when you don't know what's going on with your deliverability and connecting your MCP to your system and then having it check your deliverability was kind of a hack to me. I've never thought about doing it that way.
From the open to the click, they're the masters of the flow. Just watch your list grow and your leads turn to go. Did we retain? So far, or do we have to extend it? If you want results, you know you gotta send it. Yeah, you know you gotta send it. Yeah, you know you gotta send it. Yeah, you know you gotta send it.
What is going on everyone? Welcome back to Send It, where we discuss anything and everything retention marketing, specifically in email and SMS. My name is Jimmy Kim and I'm here with my co-host.
Chase Diamond.
What's up Chase? So we're back from that roadshow we just had. And I wanted to do a pod on it.
You tired? You energized? How you feel?
You know, it's a little bit of everything. So during the event, it was so energizing to like meet all these retention marketers, founders, executives, agency people, all that fun stuff. It was a lot of fun. But as I got down to the final city in Austin, it was great. But the moment it was over, I was just like exhausted, right? Like I was just like tired because we did 4 cities in what's effectively 7 days. So we went from Friday to Friday basically. And we knocked them out in progression.
Crazy. Absolutely crazy. I went to one of them. Our other partner Nick went to 2 and Jimmy went to all 4. Yeah.
So for those who are newer or have not heard about the Roadshow, what we did was we decided to put together like a multi-city retention show. It was kind of a test for one of our other businesses that we have, but a business we have called Commerce Roundtable, which does like the large format events. But instead of just doing large format events, one of the things that we learned where people really wanted that like niche education where they were like really like drilled down into a certain topic. And Chase and I being the people we are, we decided that retention would be a fun one to kind of kick this thing off with. And then over the next couple years, hopefully we'll start expanding out and opening up different workshops. Next year we'll probably do something in a really highly focused one like paid and probably one in AI and probably one in some kind of finance and operations. It's all TBD right now. So don't be looking for tickets or anything. There's no way to kind of join us yet. We're thinking and talking about it, but we did this roadshow and we hit these 4 cities and we met like somewhere between 60 to 100 people per show. We were meeting and we were talking to, and they were all here because they wanted to talk about retention. And when you bring everyone who has commonality into one room together to kind of learn and talk and do all this stuff, you end up having some pretty awesome conversations in my opinion. And that's kind of what we ended up doing here with him.
So, awesome.
I thought it'd be fun if we did a pod, and I'm looking over at my other screen over here, but I thought it'd be fun if we did a pod about all the learnings that we had. So I want to start off, Chase, and I want to tell you about some of the weird learnings that I had right off the bat, and then we'll dive into each of the speakers and I'll even pull up some of the decks. And here's the good news about all this. I'm not going to share it to you right now, but you're listening to this pod, we're going to have links in the bottom description where you'll be able to go click in and actually watch the replays, download the decks and all that good stuff. I've got them all live on YouTube. It's not on our channel, it's in a different channel. So you're going to have to go click on it to go find it for us, but we're going to link in below. But I wanted to do at least one pod as when this little episode was releasing, we'll have all the recordings live so you can also watch those too. So here was one of the first things that was really shocking, Chase, and I want to hear what you think about this stuff. So one of the things I did, let's start here. Let's talk about the basics, okay? So, you know, I opened the room with a lot of the basic conversations, things that I call like foundational setting and thinking about like, what it was to what it's changed and everything else. And one of the things that I was really shocked about was even like when it came to the core of basic knowledge and things that I think you and I kind of inherently think that everyone should already know, it was kind of shocking that they still were missing a lot of those basics. What are your thoughts around that, Chase? Like, what do you think about that?
And when you talk about basics, like what are you talking about? You're talking about like just core flows, how to set up campaigns?
Yeah, like fundamentals, man. Like things like understanding customer journey to lifecycle management to like, Even diving into segmentation and people being shocked how deep segmentation really goes and what it really comes down to. And it's a talk I have called Retention Redefined, and it's a talk that you and I have done too at some point or another, and we expanded on it. But it's really just like teaching people like, this is the things that you should be thinking about in 2026. And it was shocking how far behind a lot of people were.
Do you attribute that to just like such lean teams that like they're just spread so thin? Do you attribute that to like there's just so much noise that people are just doing maintenance and kind of trying to get by and they don't know what's the 80/20? Like what do you think it boils down to?
So I was thinking about this a bit and I think it starts with a little bit of the education piece, right? Like you think about yourself before you got into becoming really deep into retention. If you think about the early days, I mean, what was retention to a lot of us? It was just basically like, Just hammering at the things you knew and had available to you and just kind of exploring and like trying and testing things. There was not really a great place in the market outside of like this pod and a couple things that we, our newsletter and a couple places that just hammer and talk about retention the way we do, right? And if before us, who was there?
Yeah, not much, right?
Yeah. So I think a lot of it had to do with just like a lack of education, a lack of people talking about things. And ultimately that was kind of a big learning in that There's still a lot to learn and a lot to teach in this market. And I think there are people who are hungry and want to do better at the craft and people who want to be invested in it and they're just kind of learning about it. So that was like the first learning. The second learning was around AI. We definitely spent a good portion of each retention show talking about AI. All the speakers talked about recent AI discoveries and different things that they're doing. And when I would ask the room, how many are doing AI? It was kind of shocking And maybe they weren't raising their hands, but it was really shocking as I went through city to city, right? So let's just start at New York, for example. I'm not picking on any of these cities, but like we went to New York and it was probably like 30% of the room. And then we went to Miami and it was probably like 30, 40% of the room. We went to LA and it was probably like 50, 55% of the room. And actually surprisingly, Austin was the only place that we probably had about 80% of the room that was actually using some form of AI. So it was mixed, but what we were quickly learning was that AI definitely was not at the forefront the way that you and I think about it and the way that we operate within our teams and the things that we do. I mean, we're very AI native as a company and also as people. We're just everyday inside of it. But these guys in general, being marketers and retention people, were not heavily in it, or maybe they're embarrassed to talk about it. I don't know. But what do you think? And, you know, Let me set the stage before I ask the question here, but like, you know, there's like a general sentiment rule. I don't know if you've ever seen this on the internet, but there's like a 21% general sentiment, like 21% of people are positive with AI in like the broad nation group. I don't know if you've ever seen that before, but the sentiment's quite low on AI. So do you think that trickles down to like marketers today?
It's Chase here. I hope you're enjoying the pod, but I want to get just 30 seconds of your time real quick to tell you about one of our sponsors who let us make this great podcast. So first I want to start with a question for you. Find yourself staring at a blank page waiting for inspiration to strike? Your marketing campaigns don't have to suffer when your creativity runs dry. Omnisend has recently launched their most powerful AI update yet, and it is awesome. Its AI completely transforms how you can create and send your next marketing messages. And here's really what's incredible. Their AI doesn't just write your emails, but it actually helps you write really compelling subject lines, preheader text that are geared to increase your open rates and ultimately build customer segments in a heartbeat. And just whisper to the AI who you're targeting, and it's going to figure out all the complex segmentation for you. That way you have no more guessing games. But hey, wait, it gets better. Their AI writer actually now proactively suggests improvements to your copy, and it's going to adapt to your brand's unique voice and tone while following email marketing best practices. And their personalized product reminders analyzes your browsing behavior to serve up exactly what each of your customer wants and needs to see. And their campaign booster automatically resends emails to people who didn't open or engage with them, which Which helps lift revenue by an average of 13%. And now with over 150,000 very happy customers already dominating their markets using Omnisend's email, SMS, and push notifications. So stop wrestling with writer's block and start letting AI do the heavy lifting for you. Visit omnisend.com and experience the future of marketing automation. Let them know that Jimmy and I sent you. And now back to the pod. The sentiment as in like people wanting to use it, people thinking it's like a net Is that essentially what you're saying?
Yeah, like a net good, positive for the environment, positive for— it's like a general approval rating per se.
Yeah, it's interesting. Like when I talk with friends outside of the industry that work kind of different jobs, maybe in sales or advertising, but different to what we do, I feel like they say they're using AI, but like they're using it very differently than we do. They're maybe at max saying like rewrite this email or fact check this, and a lot of them are actually using AI more for like personal, um, you know, instead of Googling like what teams are playing in the World Cup or something, they're asking AI or they're using AI to try to find like deals on flights or other stuff. So I have a lot of friends that are using AI, but when I ask 'em about how they're using it at work, very few people are using it at work in a way that's really kind of how I would envision they were using it.
Yeah. Yeah. And then the second question to that depth question, which was really interesting, is we started talking about MCPs, which I think that is a newer topic. When Claude brought this thing out and then OpenAI copied it and everyone's talking about MCPs now, man, the number of people, I think New York, like 3 people raised their hand and Miami maybe 5, LA maybe like 5 or 10, and Austin maybe 5 or 10. So it was like a small percentage of the room that even knew what an MCP was considering how popular and How much people talk about MCP on the internet and everything going on right now.
Yeah, it's so interesting. It's like we think that using MCPs are like the greatest thing ever, right? Like Omnisend's MCP, for example. And we therefore think because we follow certain people on Twitter or X that everyone's using it. But yeah, if you were to go tell someone outside the handful of people that raised their hand what an MCP was, everyone would be like, What? Like, what are you talking about? They have no clue.
So that was definitely an interesting thing that we learned and so forth. But what I wanted to do this pod was I'm going to go and bring up some slides and decks because I've got them all in front of me. And I thought it'd be really fun to just kind of share this, right? So I wanted to share kind of a bunch of decks and different things that we had. So, and, you know, again, if you want to watch the full replay of all these things, you definitely can go in and look in the links below. And we're going to talk about all of these. So basically what happened was every show I opened up with this little talk. It was called Retention Redefined: A Practical Framework for Profitable Email and SMS. And basically what I did was jump in and kind of set the mindset, the goals that we're going after, the customer journey, the segmentation, the pairing of the email and SMS, AI framing, lifecycle management, the things that you need to know, and so much more. So we did all this talk, right? Which was great. And that's kind of how it started every talk. And we hit those cities. Now, each city, had like a different speaker, right? And this is what was really fun is like each city we went to had different speakers, which created a ton of content, which we're sharing of course on our YouTube with the slides and everything else. But I wanted to kind of talk about some of the learnings that we learned. So I want to start off and pick on Max first because Max was up first after me in New York. And, you know, he presented this pretty like tactical playbook, flow playbook that he was kind of going through. And he kind of shared around this stuff around like what you should optimize for and like the principles and flows and abandoning abandoned carts, some of the stuff that you and I know very well. But if you listen to the conversation, it's surprising the number of people that didn't know a lot of these things that come into place. And so I thought this was fun with Max's— the biggest learning I took away was really his obsession over the welcome flow and the popup. When you think about retention agencies, and I'm not here to pick on anybody obviously, but when you think about retention agencies, A lot of retention agencies do one of two things. They either focus heavily on the welcome side or they focus really heavily on the retention side. And Max focused on both. I'm not saying he doesn't, but he really loved the pop-up side of things. And one of the cool learnings I had with this was like he was teaching around like use the verbiage and the ways, the principles, right? These principles were really strong in the way that they think about flow philosophy, which was like send every day, segment by purchase history, use text-based emails, be aggressive, and then obviously dynamic block, right? And those are like the kind of things that he talked about, and he talked about how often you should be sending and all this stuff. And as you and I, we talk about sending often, it was very evident with someone who's had such great scale in this market that was able to kind of share this and kind of talk about all the different things that came into place. And he kind of shared the playbook that I'm kind of sharing across my screen right now on things he did.
Okay.
So that was probably the biggest thing. He talked a lot about win-back flows, and I think he did a great job kind of talking about them. So there's a lot to learn from that. But that led me to the second talk, which I thought was really interesting. My second talk was Philippe. He joined us from Canada and he talked about BFCM. And I know what you're thinking, BFCM, it's kind of early right now. But the reality with it is that he was really talking about how you can start setting the principles up and making sure that even though BFCM is 6 months away, what should you be solving for right now? How you should be dialing things up and thinking about cadence and finding ways to pressure test your offer and all that stuff. But my biggest thing that I always like to take away, and I think we talk about this enough, but it's not talked enough about, were 2 things. Number one, the 80/20 rule that he talks about here with flow optimization. And I think you have some thoughts around this, but they really talked about it and I talked about it a bit too, but a lot of people spend way too much time on the 20% of their flows and not the 80% of flows. That's certainly something we talk about a lot, isn't it?
Yeah, dude, 100%. That's interesting.
Yeah. And then he talked about this go big or creative, and he was talking about like AI usage with email and like how you need to go try different things to move away from AI slop just because everybody is using AI. So he's like really thinking about like the opposite effect of how you can go through it. So, you know, he started talking a lot about going on like trying a lot of new things right now because How to stand out is going to be the big key. And that was like the big lesson to learn when it came to like the BFCM side of things.
Okay.
Cool. So, you know, the levers are really getting ready to solve for it right now. Start testing right now, putting goals in place, making sure you're dialing in everything from like sending cadences to like testing your offers and so forth. You know, he was talking about here where in July they're testing some offers of BFCM to see what convert the best by offering a positioning summer sale. That they're going to repeat in the end of the year. So I thought that was great. I think that was a great conversation that happened. And then we went on and we talked with Ritesh next, right? And Ritesh really brought together something really interesting. So Ritesh, the CEO and co-founder of Omnisend, really talked about AI and really talked about what does it really mean to use an MCP, which again, we learned a lot of people didn't know. So it was a really educational piece that hit really hard. But really, I think the people didn't care. My humble opinion was they didn't care about a lot of the things until we got to these examples. And it was like, what happens here? What happens with— how do you do it in the old way and how do you do it with connected AI or MCP AI and the output that you'll see depending on what the generic versus connected was? And this was a really good one that comes into place. Why do you think, Chase, the thing that kind of came to my head was I watched the audience and I'm very intent with this stuff, but Why do you think the audience doesn't connect until you have user stories? Is it really like the feature versus benefit kind of scenario? Like what it does for me versus like what you're telling me it does? Like what do you think about that? All right, before we keep going, I want to touch on something every company runs into at some point, creative bottlenecks. You need more variations, more angles, more hooks, and you need them faster than your team can realistically produce them. This is where SuperScale comes in. It's an AI agent built specifically for social marketing You connect your Meta, your TikTok, and your Google accounts, and it gives your brand context, your ICP, and your past learning, and it pulls its performance data from your campaigns alongside insights from your competitors' ads. From there, you can give it a single prompt, like taking your top-performing creative, and generate multiple new hook variations in different formats and deliver them ready to go. They also have full prompt library and tutorials on their site, which is helpful if you're just getting started. They're trusted by brands like Taxfix and SumUp. You can check them out at superscale.ai. I've got the link below. All right, back to your show.
Yeah, I think sometimes people just see it as like marketing and then when they see actual like use cases, here's how I'm using it, essentially like here's how I can use it type of a thing. Then because they're selfishly interested and they're like, oh, okay, people are actually doing what they said that it can do. Like, I just feel like that social proof there is really important as well.
Yeah. And there was a lot of good things here. Ritesh joined us for all the 4 shows, so he spoke at each one. But one of the ones that I've never thought about even testing with MCP that he popped up that made me stand was this one right here. Deliverability being such a black box for many people, and oftentimes you're lost when you don't know what's going on with your deliverability and connecting your MCP to your system and then having it check your deliverability was kind of a hack to me. I've never thought about doing it that way.
Yeah, I was, I was at the one that he did in LA, which I'm guessing was pretty similar. It was great. I really liked it.
Yeah, so that was really cool. And I thought that was a fun one that came into place. And then we went off to Miami, and Miami was a little bit smaller out there. But, you know, we did the talk, we did the 2 talks, which we had with Ritesh and myself, but the 2 talks we had in Miami, which were fun, Number one, we had this from the Sweatpants Agency, Devin from there. She was the head of lifecycle and she kind of brought this like huge data fact. And this one's freaking super intense when you start thinking about it. But like we jumped into evidence patterns around like language and how important the language really changes the revenue output versus like your opens and clicks and how not only is it having the best open rate is not always the best idea, it's actually having the right balance. So like what I found was if you kind of look at this Medium, Exclamation points may reduce open rates, but it increases clicks and it increases revenue, right? So like things like that were coming into place. One of the biggest things that I think that I already knew, where is this thing? Here it is. What I knew, but this was the biggest lesson I took away from this one that you definitely want to watch the replay on this one, but they had to hide this. If you look down here, Chase, it's probably a little small right now, but it says day 0 was 85%. Basically based on this data, right? What was this based on? 40 brands doing 4,000 campaigns. Based on that data, they are saying that 85% of people, prospects, people who've never purchased, 85% of them purchased within the first day, meaning the day zero, the day that they opted in.
Wow.
After day 1, you dropped to almost less than 3% of conversion.
Wow.
I mean, you and I knew this already, right? Like we knew this, but it was kind of shocking to see that. And then by day 7, we're under 1% by day 7.
Interesting. Yeah, that's crazy.
So, you know, we talk about like, oh, follow-up series and people are spending way too much time working on their welcome series. This is proven evidence. In fact, it was Max, I think, on another day, on day 1 of New York that we were talking about. He talked about the double send, sending twice on day 0. And it was a very obvious thing because if you look at this data, it backs it up because if 85% of your sales are going to happen to be on day 0, You might as well send that extra email on day zero because what are you going to really hurt? Think about the data that comes into place, right?
I love that. Yeah.
So this was one of my favorite talks that we have. Again, you can go through it. There's so much good valid information behind this. And again, you can get a hold of all these decks when we have them out. They're all on the YouTube channel. And then we jumped over to Anwar, and Anwar was from the Common Thread Collective. He's a profit engineer. And he did something very, very different that I thought was really fun that he was talking about. He was talking about growth and he was talking about the 10 key marketing and operating metrics used to assess if a brand is doing well and how they project things and how they start figuring things out and how they figure out like, where is your brand and really the strategic side. And it went over a little bit of people's heads because it was very like data-driven and focused, but it made a lot of sense where he was talking about like, spending less dollars or spending more dollars, losing more dollars, but knowing that the LTV backs out into it and being able to track it. And what Common Thread's really good at is really just understanding like data and financial modeling and using it for the retention marketing side of things. And of course the paid ad side of things. So this deck really talks about how do you diagnose the problem? How do you start figuring out the data that's important? And then how do you start forecasting into the future and putting it into a place where you have it. You know, this, this me sharing it, I'm not going to share a good job doing this, but they went through all this data. The recording's there. You should definitely walk through it and learn all about how this works into place. So that was that. And then we zipped over to LA, which you were at LA, so I'm sure you've got some thoughts around LA. But there was 2 talks that were out of LA. Number one was the Melanie talk. Do you want to talk about this one, which is like the golden goose talk? Hey, You guys want to stay connected with us? Guess what? We send a daily retention newsletter out that you should join right now. If you're not a part of it, it's at ecomemailmarketer.com. It's completely free. We send it to your inbox daily. We do breakdowns. We talk about the latest things. We talk about the latest tools out there. There's so much you can do. Plus we even talk about the pod, of course. So if you're enjoying the pod, you want to be here, you want to listen to us, you want more email and SMS retention marketing, Tips, tactics, tools, tricks, whatever it might be. Head over to ecomemailmarketer.com. We probably have something free that we're giving away right now too on top of that. So go get that, download it, join our newsletter. We'll see you there.
I mean, dude, there was so much. So I don't remember all of it, but she was so funny just how she broke things down. And I love like the examples that she gave. I think there was like a sexual wellness thing and just some interesting examples that like people don't talk about where I feel like there's You almost have to work harder in some of those industries. So I feel like some of the learnings she gave from some of, I guess, the quote unquote vice industries were kind of cool and interesting. She did a good job. Will you break hers down? Because I don't have her deck in front of me, but I thought she did. She was hilarious, to say the least.
Yeah, she was great. I mean, not only was her conversation great, but she defined what we called like the stages of, I guess, the 8 stages of the golden goose and how it comes in. And one of the points that I always remember, and one of my favorite things I talk about all the time is MVC, which is how do you develop your most valuable customer? And she talked Talked about the LTV before acquisition. We jumped into highest attention window, which again went back to the whole day zero thing, which was really fun. Magic moments. I thought this was important. I think this is something that the marketing edge was missing, and this is something that I really enjoyed her talk about. And then you have to track it, and then earning the dollar. The portals was really important. Cancellation buttons. These are for kind of subscription.
Subscription.
But it's really about the facts that if I buy this to I am part of this. I think that was my lesson. I've taught this all the time. This is the whole idea of going from buyer to an actual customer or a lifelong customer. And I think that was it. And this 7 little reminders is probably the most important thing to remember when you're thinking about it as a retention marketer. And I'm not going to go through them all, but again, it's all about everything we talk about retention when it comes to first buy, second buy, how to get them to stay back and so on. So it was a good talk. It was a really good talk. And then we jumped over to Daniel, who most of people have probably never heard of Coach Danny before, but Coach Danny, defensive coordinator for a high school football team, is also an email and SMS projection expert. I think he's the head of data at New Standard. And he came in with something just like mind-blowing, man. And the mind-blowing thing was like projections and like, you know, like, you know, you've done this before where you're like, working with a customer and they're like, well, how much money am I going to make this month? And he's like, oh, well, you know, we'll do $20K, $30K or $50K or $200K, whatever the number is. And then like, you don't know why you missed that target, right?
Right.
And so he talked about how to use your data, how to load it inside of AI and actually build an actual data point based around those projections because he kind of broke it down step by step, everything you need to think about to get to that projection. And he talked about the MCP, which you can do it on Omnisend or Klaviyo, how to kind of drive that pattern recognition, and then like how to play with the outputs to find a place where you can find the gaps and get the data out of there and get the feedback loops. So great talk, very nerdy, uh, something I've never heard in this market and so forth. So that was something that was really fun. And then, uh, let's see here. I'm gonna stop this real quick. So And then we had going into the Austin event, which honestly, if you're from Austin and you showed up to this event, kudos to you. We had the largest showing out in Austin. It was a packed room, probably, I don't know, 70, 80 people. I think we had the most registrations in Austin too on top of that. Well, in Austin, unfortunately, we had a speaker we lost last minute due to a health concern. So we had to kind of fill it in. So what I did was I started off my talk. Then I did Devin's talk, and then Chris Lang, which we know Fresh Chili's Chris Lang move. He joined us, and he's a good friend and fan of ours, and he joined us flew in from Utah to come or New Mexico to do this talk. He did a storytelling to list growth deck, which was really unique, and I don't have it in front of me, which is why I'm not showing it. But we'll have it live on the replay side, and Chris really walks through how he was able to grow to a million subscribers on Fresh Chili and how he's. Driving assets and communication, and how he ties retention in with the rest of his acquisition and so forth. So that was probably the coolest thing about it. But yeah, dude, I thought it was a great learning overall. I know I did a lot of talking on this pod, but I wanted to kind of share this with you, and I felt what a better way to share with anybody else than to go through and like really just tell you about it like we're having a call. But also because I thought the listeners here, if you guys want to nerd out on a lot of content. In the links below in this podcast, we're going to have a link to the playbacks and the decks, which will be found in the descriptions of the YouTube that you can look at. So, you know, this is what we did this year. This was year 1 for us. Our big goal was to figure out how to run and operate this. And I learned a lot. There's definitely going to be some adjustments that we're going to make next year when we think about how to run this next year. But that was the show, man. That was the kind of the thing we did. Any final thoughts here on your side?
Yeah, I know we were texting about it, so it's cool to see and kind of learn about each speaker because I wasn't involved at all in that. I know you really ran points. So dude, I'm pumped it went well. I'm excited for next year. I guess kind of between now and then, we have our big kind of milestone event, which is going to be in September in San Diego, and we're hoping for what, like 700, 800 or so people?
Yeah, 750 people. Commerce Roundtable San Diego, which is September 21st, 22nd. Again, if you've ever wanted to hang out with Chase, Chase will be at this Event. It's in San Diego. He didn't make it to all the road shows as he kind of talked about, but you know we already knew that just because his schedule was a little hectic with everything going on, and I had planned my schedule around this, so it worked out really well for me too. So yeah, yeah. And the last thing I'll say is the biggest like personal learning on the business side, and I don't know if anyone cares about this, but there's two things that I learned. Number one, I think the timing was a little tough. In the market, we're hearing it from other people. There was just a lot of stuff going on in June: the World Cup, vacations, birthdays, graduations—all this stuff that happened—which probably limited some of the attendance. So, and the second part was like you know city-wise location. I think New York, LA, and Austin were going to repeat, but unfortunately Miami was a little smaller, and we're probably going to have to pull back from Miami just because we didn't get the turnout. So we should pick another city. So if you have a suggestion of another city, we'd love to hear. And put in the comments. And then I think the last piece to this is we're also going to change the timing next year. We're thinking about February next year, kind of new year, new kickoff kind of thing. It might be a little bit different of experience. It'll be a little colder, but I'm okay with that idea. I think a new year education makes a lot of sense for a lot of people. So that's kind of the lookout. If you're look— if you've gotten this far in the pod that you should be thinking about is like, hey, we should come think out— think about it. And Last but not least, as we're wrapping up this pod, big shout out to Omnisend for being the sponsor of the roadshow, for allowing us to put this on for the nation, meeting hundreds and hundreds of retention marketers across the nation. So we hope that you got a good glimpse of who Omnisend is, but also we thank them for being a sponsor and allowing us and supporting us to put this thing together.
So indeed, Ritas flew in from what Lithuania and he. Spent like a week and a half with you, maybe 2 weeks with you in the States. And I mean, he runs a 200, 300 person company. For him to take that much time, travel with you on the road, really be in the room, dude, he was like a celebrity. I don't think I even got to say goodbye to him in LA because so many people were in line to chat with him.
Yes, that. And you gave us an Irish goodbye too. So.
Well, because the lines were so long to talk to Mr. Jimmy and Mr. Ibis, so I had to leave. Nick was yelling at me.
Oh geez. Anyways, that's the pod for today. I thought it would be fun if I gave you a digest, Chase, of what happened as we do on a call. But then also for the listeners here, this content, what you just listened to, it's not going to really teach you much. But what the content is linked to below in this chat is where you're going to learn. I got 1, 2, 3, 4, 5, 6, probably like 8 hours of just free retention gold of modern stuff of real practitioners that's being taught right now. So grab the link below, go check it out. This has been Sended for this week. That's all for today, guys. Have a good one. Talk to you soon. Adios.
From the open to the click, they're the masters of the flow. Just watch your list grow and your leads turn to go. Did we retain you so far, or do we have to extend it? If you want results, you know you gotta send it. Yeah, you know you gotta send it. Yeah, you know you gotta send it. Yeah, you know you gotta send it.










