Cellitas Ă— Compatible
Email/SMS + List Growth Engine to Drive Q1 Momentum
Build owned demand, increase conversion, and unlock repeatable revenue.
Executive Summary
The Path to Q1 Momentum
The Problem
High urgency, premium price point, limited runway, and the need for predictable sales velocity to demonstrate market traction.
The Solution
Owned-channel engine combining Email/SMS + list growth + conversion flows, plus a strategic concierge-doctor outreach layer.
What Success Looks Like
- Traction visible within weeks
- Compounding list growth
- Improved CVR + repeat purchase rates
- Path to ~20 unit sales/day target
Investment
$5k/month baseline + optional scale modules for paid media and advanced automation.
The Challenge
What's Blocking Q1 Momentum
Urgency + Proof of Demand
Immediate traction and proof of demand are essential for investor confidence and to meet cash flow requirements.
Premium AOV Requires Trust
At $160/unit, customers require extensive education and credibility to justify the premium price point.
Audience Size Constraint
The current owned audience is too small to consistently hit daily sales targets without systematic list growth.
No Repeatable System
We lack a robust, measurable conversion system to efficiently capture, nurture, convert, and retain customers.
The Opportunity
Why Cellitas Can Win
Science-Backed Differentiation
Autophagy research and clinical trials differentiate from commodity supplements.
Premium Positioning
Clear value for discerning customers understanding precision nutraceuticals and longevity.
Multiple Acquisition Paths
Diversified demand generation via DTC, medical partners, and community for compounding effects.
Early Traction Exists
Proven foundation to systemize, optimize, and scale with repeatable processes.
Strategy Overview
Compatible's Three-Layer Growth System
Layer A: List Growth
Capture leads, optimize offers, and use conversion tools to expand your audience.
Layer B: Lifecycle Engine
Automate email/SMS, manage campaigns, and build retention sequences for repeat customers.
Layer C: Measurement + Optimization
Monitor KPIs, conduct A/B tests, and optimize weekly for continuous improvement.
Each layer reinforces the next, creating a compounding growth engine for scalable results.
Phase 1: Weeks 1–4
Quick Traction + Foundation
01
Audit + Baseline KPI Setup
Audit systems, assess deliverability, review flows, and document baseline KPIs.
02
Core Revenue Flows Implementation
- Welcome series
- Cart recovery
- Post-purchase
- Subscription retention
03
Q1 Campaign Calendar
Map strategic promo windows, bundle offers, and founder story content.
04
On-Site List Capture Upgrades
Implement quiz tools, lead magnets, and targeted pop-ups for capture.
Week 1: Audit. Week 2: Flows live. Week 3: Campaigns + capture. Week 4: Review.
Phase 2: Weeks 5–12
Scale + Efficiency
Advanced Segmentation
- New vs returning customer paths
- High-intent clickers and engaged browsers
- VIP and high-LTV customer treatment
A/B Testing System
- Subject line optimization
- Offer testing (price, bundle, urgency)
- Creative and messaging variants
Retention & LTV Programs
- Replenishment reminders and auto-reorder incentives
- Winback sequences for lapsed customers
- Referral program integration
Quarterly Playbook
Implement a balanced cadence of promotional campaigns and evergreen educational content, aligned with customer lifecycle stages.
List Growth Engine
How We Grow Owned Demand
Science-Backed Lead Magnet
PDF guide demonstrates expertise, captures high-intent leads with longevity focus.
Educational Webinar
Expert-led content, registration leads to nurture sequence and exclusive offers.
Partner Swaps + Co-Marketing
Collaborations with longevity communities, biohacking platforms, and wellness brands.
Paid Lead Generation
Targeted ads to quizzes or lead magnets, optimized for qualified leads.
Intent-Based On-Site Capture
Optimized by traffic source, behavior, page context for right message.
Social Proof Capture Loops
Post-purchase prompts for UGC, reviews, testimonials; feeds conversion assets.
The Flywheel Effect: Lead capture, nurture, sale, proof—each customer makes the next one easier.
Channel Strategy
Concierge Doctor / Private Physician Outreach
A controlled program designed to activate the medical partner channel without compromising core domain reputation.
Targeted List Building
Identify concierge practices, longevity clinics, and functional medicine practitioners aligned with healthspan goals.
Dedicated Sending Infrastructure
Separate domains and warm-up protocols protect primary brand deliverability with low-volume, high-quality outreach.
Credible Messaging
Plain-text, professional sequences leverage medical partner credibility and clinical trial data—pure science, no hype.
Dedicated Professional Experience
Custom physician landing pages offer bulk ordering, subscriptions, and patient education resources; fully tracked.
Goal: Drive practitioner-led adoption, patient referrals, and bulk pathways through trusted medical channels.
Content Strategy
Email & SMS: What We Send
Four Content Pillars
The "Why"
Longevity, healthspan, modern aging—the aspirational context that makes precision nutraceuticals relevant.
The "How"
Autophagy education in compliant language—mechanism of action, cellular health, metabolic optimization.
The "Proof"
Trial-backed credibility, customer testimonials, expert partnerships, and third-party validation.
The "Offer"
Q1 specials, bundle opportunities, subscription incentives, and limited-time value propositions.
Sample Subject Lines
"The cellular process that supports healthy aging""New research on autophagy + longevity""Your Q1 exclusive: $125 intro pricing""What 500+ longevity experts are taking"
Sample SMS
"Your Cellitas order ships tomorrow—here's what to expect in week 1""Q1 special ends Friday: Save $35 on your first order"
Cadence Recommendation: 3-4 emails/week (mix of educational + promotional) + 2-3 SMS/month (transactional + high-value offers only, with strict opt-in compliance).
Measurement Framework
KPIs + Reporting
North Star Metric
Daily orders + revenue trending toward ~20 unit sales/day target.
Leading Indicators
- List growth rate (new subscribers/day)
- Opt-in rate by source and offer
- Welcome flow conversion rate
- Email CTR and engagement metrics
- Add-to-cart rate from campaigns
Conversion Indicators
- Campaign revenue vs flow revenue %
- Overall CVR by segment
- AOV and bundle attach rate
- Subscription attach rate (Recharge)
- Promo code redemption rates
Weekly Optimization Loop: Review metrics → identify opportunities → test hypotheses → implement winners → measure impact → repeat.
Investment & Scope
Clear and Practical Pricing
Base Plan: $5k/month
Email/SMS Management + Lifecycle + List Growth Fundamentals
What's Included:
- Complete Klaviyo setup & optimization
- Core revenue flows (welcome, cart, post-purchase)
- Weekly campaign planning & execution
- On-site capture tools & lead magnets
- Monthly reporting & strategy calls
Delivers traction & repeatable revenue.
Optional Add-Ons (Phase 2)
Scale modules as budget & results allow
Available Expansions:
- Paid Lead Gen: Ad spend + management
- Data Enrichment: Advanced segmentation
- Creative Production: Custom content & templates
- Advanced Automation: AI-powered optimization
Priced individually based on scope.
Why Compatible
The Right Partner for Precision Growth
Email/SMS Lifecycle Expertise
Deep expertise building conversion engines for premium DTC brands.
Lead Generation Systems
Proven frameworks for list growth and owned-channel expansion.
Data + Reporting Rigor
Measurement-first approach with clear KPIs and transparent performance tracking.
Niche Audience Activation
Sophisticated outreach, including B2B-style sequences for medical professionals.
Getting Started
Next Steps
01
Approve Scope + Start Date
Review this proposal, confirm budget allocation, and select your preferred kickoff week.
02
Week 0: Kickoff + Access
Provide Klaviyo, Shopify, and Recharge access. Share brand guidelines, product claims guardrails, existing creative assets, and any current performance data.
03
Week 1: Audit + Strategy Finalization
Complete technical audit, baseline KPI documentation, and detailed 90-day roadmap aligned to Q1 goals.
04
Week 2-4: Implementation + Launch
Core flows go live, first campaigns launch, capture tools deployed, initial results visible.
05
Week 5+: Optimize + Scale
Weekly optimization cycles, monthly strategy reviews, continuous testing, and performance improvement.
30/60/90 Day Roadmap
What to Expect: Quarter 1 Timeline
Days 1-30: Foundation
- Technical setup & audit complete
- Core flows live, generating revenue
- First campaign series launched
- Baseline metrics established
Target: 5-10 unit sales/day, growing list by 500+ subscribers
Days 31-60: Optimization
- Advanced segmentation implemented
- A/B testing program running
- Retention flows optimized
- Doctor outreach sequences launched
Target: 12-16 unit sales/day, improved CVR by 20%+
Days 61-90: Scale
- Predictable daily revenue established
- Subscription program gaining momentum
- Medical partner channel contributing
- LTV and retention metrics improving
Target: 18-22 unit sales/day, clear path to profitability
Compliance Framework
Messaging Guardrails for Supplement Marketing
What We CAN Say
- "Supports" general health and aging processes
- "Designed to promote" longevity pathways
- Reference factual clinical trials and research
- Educational content on mechanisms and ingredients
What We CANNOT Say
- Disease treatment, cure, or prevention claims
- Specific health outcome guarantees
- FDA approval claims
- Unsubstantiated efficacy claims
Email/SMS Compliance
- Clear opt-in; easy unsubscribe process
- STOP keyword for SMS opt-out
- Accurate sender ID and no misleading subject lines
Our approach ensures every message is compliance-reviewed with a science-forward, educational tone, utilizing "supports" language and clear disclaimers, while adhering to CAN-SPAM and TCPA regulations.
Sample Flow Architecture
Welcome Series: New Subscriber Journey
Example of how we build trust, educate, and convert new subscribers into customers through a strategic 7-day sequence.
1
Day 0: Welcome + Expectation Setting
Subject: "Welcome to the Cellitas community"
Introduce brand story, science-backed positioning, what to expect from emails. Soft CTA to learn more about autophagy.
2
Day 1: Education + Credibility
Subject: "The cellular process that supports healthy aging"
Deep dive into autophagy mechanism (compliant language). Link to clinical trial summary. Build scientific credibility.
3
Day 2: Social Proof
Subject: "What longevity experts are saying about Cellitas"
Customer testimonials, expert endorsements, usage statistics. Demonstrate trust and adoption.
4
Day 3: Product Deep Dive
Subject: "Inside your Cellitas formula: ingredients + science"
Ingredient transparency, dosing rationale, quality standards. Answer "why this formulation?"
Sample Flow Architecture
Welcome Series: New Subscriber Journey (continued)
1
Day 4: Offer Introduction
Subject: "Your exclusive new subscriber offer"
Q1 promotional pricing ($125 vs $160), bundle options, subscription benefits. Clear CTA to purchase.
2
Day 5: Objection Handling
Subject: "Common questions about starting Cellitas"
FAQ format: timing, dosing, what to expect, safety, returns. Remove barriers to purchase.
3
Day 7: Urgency + Last Chance
Subject: "Your intro offer expires tonight"
Final reminder of promotional pricing, scarcity messaging (compliant), strong CTA. Transition to regular campaign cadence.
Success Metrics
What Good Looks Like: Q1 Targets
20
Unit Sales/Day
Consistent daily sales velocity, product-market fit.
5K+
New Subscribers/Month
Expand audience, reduce acquisition costs.
3.5%
Welcome Flow CVR
New subscriber to first purchase conversion.
25%
Subscription Attach
First order subscription, boosts LTV and retention.
$140
Blended AOV
Average order value, including bundles and promos.
30%
Repeat Purchase Rate
Customers reorder within 90 days; product validation.
Risk Mitigation
How We Protect Your Brand + Deliverability
Compliance-First Messaging
Every email and SMS reviewed against supplement marketing regulations. Educational tone, "supports" language, proper disclaimers, no disease claims. Legal review process for all core templates.
Deliverability Protection
Dedicated sending domains for doctor outreach. Proper warm-up protocols. List hygiene and engagement-based segmentation. Sunset policies for inactive subscribers. SPF, DKIM, DMARC authentication.
Risk Mitigation
How We Protect Your Brand + Deliverability (continued)
Permission-Based Growth
Double opt-in for email where appropriate. Clear SMS opt-in with TCPA compliance. Easy unsubscribe in every message. Preference center for communication control. No purchased lists, ever.
Controlled Testing + Rollout
Small-batch testing before full sends. Gradual volume increases. A/B testing to optimize before scaling. Weekly performance monitoring to catch issues early.
Bottom Line: We build for sustainable growth, not short-term spikes that damage your sender reputation or brand credibility.
Let's Build Momentum Together
Ready to Drive Q1 Results?
Cellitas has the science, the positioning, and the infrastructure. Now it's time to build the owned-channel engine that turns your premium product into predictable, repeatable revenue.
Compatible brings the systems, expertise, and urgency to make it happen—starting now.
Next Steps:
- Review this proposal with your team
- Confirm budget allocation and start date
- Schedule kickoff call to begin Week 0 access and planning
Compatible Marketing Partnership Proposal for Cellitas | Q1 2025 Launch Acceleration