03 · Services · Audience + Data Science

The data has opinions. We know which ones to listen to.

LTV, churn risk, lookalikes, segment definitions. Sage runs the math; the senior strategist decides what to override. The segments ship back to your ad platforms and lifecycle tools — actionable, not theoretical.


01 · How we run it

The pillars of the work.

Each pillar is operated by a named member of the AAAT or your senior strategist. None are optional — skipping any one creates a hole you will pay for later.

  1. 01

    First-party data first

    We start with your data: Shopify, CRM, Klaviyo. Sage joins what is joinable and surfaces what is missing. Modeling on platform-only signals is a path to silent over-spend.

  2. 02

    LTV and CAC payback per cohort

    Sage models LTV by acquisition month, by source, by product. The output is a CAC payback curve a CFO can read.

  3. 03

    Lookalikes that actually look alike

    Built off your best-LTV cohort, not your top spenders. Refreshed monthly. Pushed live to Meta and Google Customer Match.

  4. 04

    Churn risk + winback triggers

    A churn model that pages Lookout when a cohort starts drifting. Klaviyo winback flows fire against the model output, not against arbitrary day counts.

  5. 05

    Segments live in your tools

    We do not deliver insights as a PDF. Segments ship into Google Ads, Meta Custom Audiences, and Klaviyo as named lists with refresh cadence.


02 · What ships

The deliverables.

What you get from this engagement — concrete, named, owned by a senior strategist or a member of the AAAT.

  • 01First-party data audit: what is collected, what is joinable, what is missing.
  • 02LTV / CAC payback model per acquisition cohort.
  • 03Churn risk model with named risk tiers.
  • 04Lookalike audiences seeded from best-LTV cohorts, refreshed monthly.
  • 05Klaviyo segments + winback flow triggers tied to model output.
  • 06Quarterly model recalibration as the data accumulates.

03 · Questions

Answers in plain English.

The same questions buyers ask in a sales call. Same answers we give.

  • How much data do I need?

    At least six months of orders or events tied to identifiable customers. Below that, we can still rebuild segmentation but LTV modeling is shaky.

  • Where do the segments live?

    Inside your ad platforms and Klaviyo, as named lists with refresh cadence. We do not gate-keep your audience data behind our dashboard.

  • Will Sage train on our data?

    No. Sage models against your data within the engagement, but we do not contribute customer data to model training. Engagement-level confidentiality is the default.


Ready to see this in your account? Book a thirty-minute call with a senior strategist. We talk shop, not slides.