Ecommerce Retention 2.0

Ecommerce
Retention
for the Agentic Era

•••
Upsell opportunityReady to reorderExpected window: 3–5 days
Next best playBundle, no discountProtects margin + lifts AOV
Play activatedSent to Klaviyo42 customers in this segment
Customer reviewing an offer on her phone

UPSELLerate retention intelligence

Sell more to the customers you already have.

80% of the customers you paid to acquire never come back. You don't have to lose them.

UPSELLerate Revenue Checkpoint dashboard displayed on a tablet, showing actual, forecast and goal revenue progress
REVENUE CHECKPOINT — SEE THE GAP. FIND THE NEXT BEST PLAY.

Built for Shopify brandsWorks with Klaviyo + OmnisendOpportunities are always free

From goal to action

The retention analyst
you thought you couldn't afford.

Track your goal. Your retention analyst projects how far you are from it, finds the segments and actions that close the gap, and activates them customer by customer, no more guesswork.

01 / Connect your customer data

Plug in and keep moving.

We plug into your Shopify store and the email/SMS tool you already use, no migration, nothing new to learn.

UPSELLerate integrations showing Shopify connected with email and SMS platforms

Shopify + email and SMS connected

02 / See how far you are from your goal

Make the gap visible.

Track your revenue goal daily and see exactly how much opportunity is sitting in your customer base right now.

Revenue Checkpoint showing the goal, forecast and opportunity gap

Goal, forecast and opportunity in one view

03 / Know your best next action

Know what to do next.

We score every customer and tell you who's ready to buy again, and what to offer them to close the sale.

Revenue Plays showing prioritized customer opportunities and estimated revenue per play

Prioritized plays with estimated upside

04 / Activate it in your current platforms

Launch where you already work.

The Play syncs straight to Klaviyo or Omnisend. No exporting lists, no manual segment building.

Klaviyo activation showing an activated retention play

Activate and measure in your current stack

Next Best Action decisioning

Not more campaigns. Better decisions before every campaign.

The missing analyst

Your ESP sends the message.
UPSELLerate decides what happens next.

A basic retention tool can send a campaign. We add the decision behind it: who is most likely to return, what they should see, whether they need an incentive, and what protects your margin.

Not more campaigns.
Better decisions before every campaign.
One customer. One next best play.Live
Purchase history
UPSELLerate decision
Klaviyo / Omnisend
WHOReady to reorder this week
WHATBundle offer, no discount
WHENThursday, 10:00 AM
WHYHighest expected margin

Early results. Not promises.

More value from
customers you already have.

UPSELLerate turns customer signals into campaigns that create measurable repeat revenue.

Freeport ecommerce campaign
7x+ROAS
Tuckett ecommerce campaign
2xsales vs.
baseline
Olímpica ecommerce campaign
5xsales vs.
control

Campaign-specific outcomes from early customer tests. Results are not guarantees and will vary by brand, audience and offer.

From advisor to retention agent on autopilot

Retention when customers
shop with AI agents.

The same decision layer that improves your email and SMS retention today can prepare your store for the next way customers buy.

✦ AGENTIC READY — ADD-ON
Customer
Their AI Shopping Agent
Your Ecommerce
Right Product + Offer

The difference is the decision

Every customer has a different
reason to come back.

Without UPSELLerate

×Guess which customers to email
×Repeat the same three campaigns
×Discount to make the sale
×Report on what already happened

With UPSELLerate

Know who's ready to buy again
Build a Play around their rhythm
Protect margin with the right offer
Activate through your existing tools

Ready when you are

Find the next
best play.

Get a clearer view of who is ready to come back and what your brand should do next.

UPSELLerate is the retention decision layer for Shopify brands using Klaviyo or Omnisend.