Recover
20–40% of revenue
that's already leaking.
Klaviyo sees email. Recharge sees subscriptions. Gorgias sees tickets. Loop sees returns. None see the customer whole. Scale & Mercer unifies the signal across 25–40 tools, scores every customer daily, and fires the right workflow back into the stack you already own.
Built on signal from
Net revenue recovered from the leak you already have
Win-back window we systematically close
Save rate vs. generic cancel-flow defaults
Every tool, one record.
Shopify, Recharge, Klaviyo, Gorgias, Loop — every system folds into a single timeline for Daniel K. No more half-truths in eight tabs.
ShopifyRechargeKlaviyoGorgiasAttentiveLoop
Smile.io
Triple Whale- nowRecharge
Subscription paused — 'too much on hand'
- −2dGorgias
Ticket reopened: delivery delay unresolved
- −9dKlaviyo
Stopped opening — 4 sends ignored
Fire the D60 win-back — refill incentive via Klaviyo, CX callback via Gorgias.
Daniel K., made whole — then won back.
ShopifyRechargeKlaviyoGorgiasAttentiveLoopSmile.ioTriple Whale- 01 — Unify
Every tool, one record.
Shopify, Recharge, Klaviyo, Gorgias, Loop — every system folds into a single timeline for Daniel K. No more half-truths in eight tabs.
- 02 — Score
Scored every morning.
A churn score recomputed at 06:00 UTC — and explained by the signals beneath it, not asserted. Daniel paused, went quiet, reopened a ticket.
- 03 — Act
The next best play, fired.
Not a blast — the single best action, pushed back into the tools you already run. Here: the D60 win-back across Klaviyo and Gorgias.
- 04 — Recover
Revenue, recovered.
This is how 20–40% of leaking revenue comes home — one customer, one decisive play at a time.
The complete film, start to finish.
Sixty-six seconds — the fragmented stack, made whole. Best with sound on.
We unify every customer, score who’s about to churn, and fire the play that wins them back.
About to lapse — recover now
Every order, ticket, return and send — folded into one record per customer.
Fire the D60 win-back — refill incentive via Klaviyo, CX callback via Gorgias.
Fire the D60 win-back — refill incentive via Klaviyo, CX callback via Gorgias.
The OS for Revenue Retention
Past Klaviyo-alone. Pre internal-data-team. Scale & Mercer sits in the band where the lifecycle math gets ugliest — and where the leak is biggest.
Klaviyo alone
Email-deep, blind to the rest of the stack
Scale & Mercer
One unified record, rescored every morning
An internal data team
Twelve months and a headcount away
Operators who've lived the leak.
Subscription churn was masking a replenishment-timing problem. We rescored every cohort daily and rewrote the D60–D120 sequence in Klaviyo.
Routed Recharge cancel reasons into Gorgias macros and Loop exchange offers — pulled refund volume down 22% in the first quarter.
Three moves. One loop.
- 1Unify
- 2Score
- 3Orchestrate
One timeline per customer.
Stitch Shopify orders, Klaviyo engagement, Recharge subscription state, Gorgias tickets, Loop returns and Attentive SMS into a single, queryable record — no warehouse project required.
- Identity resolution across email, phone, device and order history
- Backfill 24 months of event history on day one
- Cohort builder over any combination of signals
Rescored every morning.
Models trained on your data, not someone else's benchmarks. Churn, predicted LTV and replenishment timing write back to Klaviyo profiles, Recharge metadata and Gorgias cards — so the whole stack inherits the intelligence.
- Per-customer churn risk, replenishment date and predicted LTV
- Exchange propensity and refund-deflection scoring
- Pushed into Klaviyo, Recharge, Gorgias and Attentive automatically
The right flow. The right moment.
D60 → D120 win-back, cancel intercept, refund-to-exchange, replenishment timing. Run them in the ESP you already pay for — we just decide who, when, and why.
- Cancel intercept routed through Recharge + Gorgias macros
- Refund deflection via Loop exchange offers
- Replenishment SMS via Attentive on the customer's actual curve
- nowShopifyOrder #4821 — 2× refill, $128
- −2hGorgiasTicket resolved: shipping delay
- −1dKlaviyoOpened: 'Your refill is due'
- −3dRechargeSubscription paused
- −7dLoopExchange completed (size up)
- −12dAttentiveSMS clicked: bundle promo
One timeline per customer.
Stitch Shopify orders, Klaviyo engagement, Recharge subscription state, Gorgias tickets, Loop returns and Attentive SMS into a single, queryable record — no warehouse project required.
- Identity resolution across email, phone, device and order history
- Backfill 24 months of event history on day one
- Cohort builder over any combination of signals
- nowShopifyOrder #4821 — 2× refill, $128
- −2hGorgiasTicket resolved: shipping delay
- −1dKlaviyoOpened: 'Your refill is due'
- −3dRechargeSubscription paused
- −7dLoopExchange completed (size up)
- −12dAttentiveSMS clicked: bundle promo
Rescored every morning.
Models trained on your data, not someone else's benchmarks. Churn, predicted LTV and replenishment timing write back to Klaviyo profiles, Recharge metadata and Gorgias cards — so the whole stack inherits the intelligence.
- Per-customer churn risk, replenishment date and predicted LTV
- Exchange propensity and refund-deflection scoring
- Pushed into Klaviyo, Recharge, Gorgias and Attentive automatically
The right flow. The right moment.
D60 → D120 win-back, cancel intercept, refund-to-exchange, replenishment timing. Run them in the ESP you already pay for — we just decide who, when, and why.
- Cancel intercept routed through Recharge + Gorgias macros
- Refund deflection via Loop exchange offers
- Replenishment SMS via Attentive on the customer's actual curve
The stack our engine runs on.
The platform behind every daily score — engineered and run in-house, not glued together with no-code.
Ingestion
Warehouse
Transformation
Operational store
Scoring models
AI reasoning
Reverse-ETL
Orchestration
Automation
Services & API
Cloud infrastructure
Edge & delivery
The stack you already run, unified.
We read from every system of record, collapse it into one customer timeline, score it daily, and write workflows back into the tools your team already uses. No rip-and-replace.
Sources
readSystems of record
Store & orders
Subscriptions
Support
Returns
Email & SMS
Reviews & loyalty
Attribution
Shipping
One customer record,
rescored daily
Every order, subscription, ticket, return and tap collapses into a single timeline — and we re-score it every morning.
Churn risk
who's about to lapse
Replenishment timing
the day they'll reorder
Predicted LTV
who to spend to keep
Exchange-first returns
margin saved on refunds
Destinations
writeWorkflows fire back
Two-way sync · read + written
Write back to
Klaviyo, Recharge, Gorgias, Loop and Attentive are read and written — a true two-way sync, not a logo wall.
Four pillars. One outcome: stop the bleed.
Unified customer record across 25–40 tools — one event timeline, one identity graph.
Workflows fire back into Klaviyo, Recharge, Gorgias, Loop, Attentive at the right moment.
Cancel intercept, refund → exchange, replenishment timing — measured per cohort.
A retention pod on call. Quarterly leak audits, monthly playbook reviews.
What retention leaders say.
“We had Klaviyo, Recharge, Gorgias, Loop — all best-in-class, none talking. Scale & Mercer made them act like one product. Net churn flipped negative inside two quarters.”
“The daily scoring is the unlock. We stopped sending replenishment emails at the wrong moment and our refill rate jumped 26%.”
“Felt like we hired a data team without hiring a data team. The leak audit alone paid for the engagement.”
Questions, answered straight.
What is Scale & Mercer?
Scale & Mercer is the Revenue OS for $3M–$50M Shopify brands. It unifies customer signal across the 25–40 tools you already run, scores every customer daily, and fires the right retention workflow back into your stack — recovering 20–40% of revenue that's quietly leaking.
How does Scale & Mercer recover 20–40% of leaking revenue?
It builds one unified customer record from Shopify, Klaviyo, Recharge, Gorgias, Loop and Attentive, then rescores churn risk, predicted LTV and replenishment timing every morning. Those scores trigger cancel-intercept, win-back and replenishment flows at the right moment — closing the leak that best-in-class point tools miss.
Which tools does Scale & Mercer integrate with?
Scale & Mercer reads from and writes back into the Shopify stack you already own — Shopify, Klaviyo, Recharge, Gorgias, Loop, Attentive and Postscript among 25–40 sources. There's no rip-and-replace: workflows fire inside the ESP and tools your team already uses.
Who is Scale & Mercer for?
Scale & Mercer is built for mid-market Shopify brands doing roughly $3M–$50M in GMV — past the point where Klaviyo alone is enough, but before an internal data team makes sense. That's the band where lifecycle math gets hardest and the revenue leak is biggest.
Do I have to replace my current stack?
No. Scale & Mercer sits on top of the tools you already run and writes intelligence back into them — Klaviyo profiles, Recharge metadata, Gorgias cards. There's no warehouse project and no rip-and-replace; your stack inherits daily scoring without changing platforms.
What is a revenue leak audit?
A revenue leak audit is a focused 90-minute session where we map where your customer signal is fragmenting across tools, quantify the leak in dollars, and show you the three workflows that recover the most revenue fastest. It's the recommended first step with Scale & Mercer.
How is this different from Klaviyo alone or hiring a data team?
Klaviyo sees email, Recharge sees subscriptions, Gorgias sees tickets — none see the customer whole. Scale & Mercer unifies all of it into one daily-scored record, giving you a data team's intelligence without the hire, and far more than any single point tool can.
How quickly do brands see results?
Scale & Mercer systematically closes the D60→D120 win-back window, so recovery compounds over the first quarter. Brands have recovered +34% net revenue in 90 days and lifted cancel-intercept save rates to roughly 3×, starting from the leak audit.
Stop the bleed.
Start with a revenue leak audit.
90 minutes. We map where signal is fragmenting, quantify the leak in dollars, and show you the three flows that recover the most revenue fastest.
Prefer email? info@scalemercer.com