Explore

7/25/24 Meeting

Topics 7/25/24

Topics 7/25/24

Name

Topic

Notes

Resolution/Action

Resolved?

Refreshed account management is tracking to launch as soon as today

Highlights:

Refreshed Account section

Clarifies current plan, choices to manage my plan, choices to change supplements included in my plan

Improves pricing transparency for existing plan + updates

Streamlines plan upsells, downsells, and test purchases

Removes Shopify store from account management to improve usability

Members can remove Vitality supplements after purchase

One supplement is still required for members

The same feature will be included for new customers when refreshed Shop workflow launches 9/10

Answer questions + demo if helpful

Reference:

⁠

Requirements

⁠

Figma designs

⁠

Retention reporting methodology followup

Discuss:

Align on feasibility

Prep for: Reporting Definition Alignment AOV, retention, active customers on 7/29

Product/tech dependencies to enable

Context:

Melanie confirmed IRL that she wants us to remove one-off purchasers from customer retention reporting, identified on the basis of:

Customers who don’t sign up for a subscription by paying an invoice via CS

Customers who cancel within their first month AND select I didn’t intend to Trying Supplement for one month

Didn't Know About Subscription

Don’t Like Subscription

Trying Supplement One Month

Long-term solution: Support one-off supplement purchases

Propose choices to Melanie at Reporting Definition Alignment AOV, retention, active customers on 7/29:

Goal: Exclude one-off and irregular Restore purchases from customer retention reporting

Option 1: Recommended

Exclude Restore-only subscribers and Restore-only members from retention reporting

Pros: Turnkey solution with simple rationale

Cons: Add’l reporting view to see Restore-only retention internally

Option 2:

Exclude customers who don’t sign up for a Restore subscription (purchased via invoice)

Exclude customers who cancel in first month and self-report their cancellation reason: Trying supplement for one month, didn’t know about subscription, don’t like subscription, single order cancellation

Pros: Specific solution

Cons: Less impactful because of self-reporting, nuanced rationale, requires tech support, increases reporting platform complexity

Update on Bottles / Pouches

Still on track for the existing timeline

here

⁠

Bottles: 1/7 (Med confidence, still waiting for latest EVT)

Pouch: 2/12 (High confidence)

For Inventory:

Turns out there is a 10K MOQ of bottle equivalents. Minimum of 2500 per either bottle or pouch run.

Updates on Amplify CoQ with TEXT

Ready to ship

Will ship over early August alongside Vitality

No impact to OKC dates.

Updates on Immunity Designs

Got copy for the

pamphlet

⁠

Stephanie accidently didn’t do the dispenser but did the pamphlet instead

⁠

@Garret Ma

⁠

is pushing Stephanie to finalize the dispenser copy by tomorrow.

There are no rows in this table

⁠

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.