For founders building tomorrow's heritage brands.
D2C is its own discipline. The brands that win are creative-first, founder-led, and obsessive about customer experience. We work with operators building Shopify-native, content-forward, community-driven businesses — the kind that get acquired in 5 years for serious money.
D2C is harder now than it was three years ago.
iOS 14 broke pixel attribution. CACs across most D2C verticals are up 30-60%. Creative fatigue happens in weeks, not months. The brands that figured out D2C in 2020 are mostly out of business now. The ones still scaling profitably rebuilt their entire operating model.
CAC is up. LTV needs to follow.
If you cannot get repeat purchases from your acquisition cohorts, the math no longer works. We coordinate paid acquisition with lifecycle email, post-purchase flows, and product strategy to drive repeat rate alongside new customer growth.
Creative volume beats creative quality
Single hero ads are dead. The brands winning ship 20+ creative variants per month — UGC, founder content, native Reels and TikToks, product demos. Volume of native content beats polished commercial-style creative.
Attribution lies, especially on iOS
Meta says you got 50 conversions. GA4 says 35. Your Shopify dashboard says 42. Without first-party tracking and incrementality testing, you are making budget decisions on conflicting data. We rebuild measurement before we rebuild campaigns.
Founders are the unfair advantage
Founder-led content outperforms branded content by 3-5× in most D2C categories. The brands winning have figured out how to systematise founder presence without burning out the founder. We help operationalise that.
Acquisition is a down payment.
For most D2C brands the first order barely covers the cost to win it. The profit lives in the second, third, and tenth purchase — so we measure CAC against lifetime value and spend to acquire where the cohort actually pays back.
Built for founders, not enterprise marketing departments.
Our D2C engagement looks different from how we work with traditional retailers. Tighter feedback loops, faster creative cycles, more direct founder access — because that's what D2C requires.
First-party measurement infrastructure
We rebuild attribution in week one. Conversions API server-side tracking. First-party tracking pixel on your site. GA4 events tied to actual business outcomes. Once measurement is clean, every other decision compounds.
Creative volume engine
We brief 15-25 creative variants per month — UGC, founder content, product demos, native Reels and TikToks. Either via your team, your creator network, or our partner production. The point is volume of testing, not single hero spots.
Customer cohort building
We segment your customer base by AOV, repeat rate, time to second purchase, and predicted LTV. Lookalike audiences built on top performers, not last-90-day buyers. Your best customers shape who we acquire next.
Lifecycle integration from day one
Paid media decisions made with email and SMS context. We coordinate with your Klaviyo, Customer.io, or Attentive programs so post-purchase experience matches acquisition promise. New customer acquisition is half the battle.
Weekly operator-level cadence
We are in your Slack, not behind a ticket queue. Weekly strategy reviews with the founder. Monthly performance deep-dives. Quarterly planning. We work like a fractional in-house team, not a vendor.
A brand that scales on repeat.
This is a D2C account measured the right way: contribution margin after the cost of goods, and a repeat rate that turns paid acquisition into a compounding base instead of a treadmill.
The complete D2C acquisition stack.
Your cohorts, watched to repeat.
A D2C brand wins or loses on the second purchase. Our agents watch cohort payback, creative fatigue, and retention, scale acquisition only where the LTV justifies it, and hand each move to a strategist.
- 01 · SensingWatches the cohortPayback windows, creative fatigue, and subscription or repeat churn monitored continuously.
- 02 · ReasoningSpends to lifetime valueAcquisition scales where cohorts pay back; creative refreshes on fatigue; retention risks get flagged early.
- 03 · ConversationA strategist approvesEvery budget and creative decision is reviewed by a senior operator first.
Founder-story test cell → Top UGC creative
Founder-story test cell → Top UGC creative
D2C, run on lifetime value.
Most agencies chase a gross ROAS that ignores margin and repeat. Here is what changes when the whole customer lifetime drives the account.
$20M+ revenue in 4 months
→ 2.5× → 4.5× ROAS scaled with creative
Read the case studyQuick answers to common questions.
What stage of D2C brands do you work with?
Our sweet spot is D2C brands doing $1M-$50M in annual revenue, post-product-market-fit, with $30K+/month in paid spend. We work best with brands that have a clear creative identity and willingness to ship content. Pre-PMF brands are rarely a fit — we cannot make a product that nobody wants suddenly want it.
Do you produce the UGC and creator content?
We brief and direct creative — production happens via your team, your existing creator network, or our partner network. We do not run a creative production studio in-house, by design. Most agencies that bundle production with paid media do both badly. We choose to do paid media exceptionally and partner for production.
What about TikTok Shop and emerging channels?
We test TikTok Shop with select clients where the economics fit. We also work with brands on Pinterest, YouTube Shorts, and emerging surfaces. We are platform-agnostic — what matters is whether the channel is profitable for your specific brand, not whether it is trending.
How is your D2C work different from your eCommerce work?
Different math, different cadence. eCommerce optimizes toward thousands of SKUs and feed-driven Shopping. D2C optimizes toward 5-20 SKUs and creative-driven social. eCommerce sees ROAS as the primary metric. D2C sees LTV-to-CAC as the primary metric. Same disciplines, different applications.
Ready to talk about industry — d2c?
Book a strategy call. We'll review your account and show you specifically what we'd do differently.