Customer Milestone Recognition

Loyalty isn’t just earned—it’s celebrated.
Our Customer Milestone Recognition service creates personalised experiences around key customer moments—birthdays, purchase anniversaries, first order, VIP upgrades, and more. By automating recognition touchpoints, we help your brand stay memorable and emotionally meaningful in your customer’s journey.

We implement this using Klaviyo, Shopify Flow, Rise.ai, or Smile.io, with custom messaging, milestone triggers, and tailored reward structures that surprise and delight.
Because a celebrated customer becomes a loyal customer.

Grow

Included:

  • Setup of up to three milestone triggers (e.g., first order, birthday, purchase anniversary).
  • Integration with one platform (Klaviyo or Shopify Flow) connected to your Shopify store.
  • Basic custom messaging templates (up to two variations) for milestone recognition emails.
  • Email & CRM-based support with standard priority (responses within 3–4 business days) during initial setup.

Not Included / Limitations:

  • No SMS, push notifications, or multi-channel rewards integrations.
  • No advanced rewards systems or loyalty program connections.
  • Limited to a single store and language.
  • Solutions delivered online only; no on-site workshops or in-person sessions.

Advanced

Included:

  • Setup of up to six milestone triggers (e.g., VIP upgrade, high-value purchase recognition, first-year anniversary).
  • Integration with two platforms (e.g., Klaviyo + Rise.ai or Shopify Flow + Smile.io).
  • Custom messaging templates for up to four milestones with simple personalisation variables.
  • Basic reward structure setup (e.g., discount codes or loyalty points).
  • Email & CRM-based support with priority response (1–2 business days) during rollout and testing.

Not Included / Limitations:

  • No advanced analytics dashboards or A/B testing for reward effectiveness.
  • Limited to one region or language—no multi-store global setups.
  • Future milestone additions or redesigns outside the initial six triggers are not included.
  • Remote delivery only—no in-office implementation or live workshops.

Plus

Included:

  • Setup of up to ten milestone triggers spanning the full customer lifecycle (e.g., VIP tier upgrades, multi-year anniversaries, high-spend recognitions).
  • Integration with up to three platforms (e.g., Klaviyo + Rise.ai + Smile.io or Shopify Flow).
  • Custom messaging templates for up to eight milestones with dynamic personalisation variables and conditional logic.
  • Advanced reward structures, including tiered incentives or exclusive access offers.
  • One performance review and optimisation session within 60 days (up to three workflow adjustments).
  • Email & CRM-based support with high priority (responses within 24 hours) during the project and follow-up period.

Not Included / Limitations:

  • No unlimited milestone triggers—limited to ten predefined recognitions.
  • Does not include bespoke loyalty app development or third-party API creation.
  • Multi-language or multi-region rollout beyond agreed triggers requires a separate engagement.
  • Solutions are delivered remotely; no on-site implementation or in-person team training.
Service Plans:
$420.00
$420.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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