Luke Halliday was burning $18K/mo on Meta ads with a CAC that didn't pencil. The DTC wellness brand had a great product (Ayurvedic-inspired meal kits with strong organic word-of-mouth) but the paid funnel was bleeding.
The audit revealed two structural issues: (1) the quiz-to-checkout flow was too long with weak qualification, sending tire-kickers to the cart and inflating CAC; (2) post-purchase retention was a single welcome email — no agent layer, no behavioral nurture, no win-back sequence.
We rebuilt the quiz architecture with ICP-aware branching: serious customers got a fast-track to checkout with personalized recommendations; curious traffic was redirected to free recipes (capturing email for nurture without polluting the paid funnel).
The retention agent was the game-changer. It picked up behavioral signals (subscription pauses, decreased order frequency, support tickets) and intervened in real time with personalized offers, recipe suggestions, and check-in messages. Retention quadrupled from the previous baseline.
Net result: CAC dropped from $94 to $25 in 60 days. Retention quadrupled. Luke Halliday's monthly burn is now profitable for the first time, and they've referred four DTC brands to AutomateScale since.
"Three weeks in, our CAC dropped from $94 to $25. The retention agent alone justified the engagement. We've referred 4 brands to Adam since."— Luke Halliday, CMO · Luke Halliday
"Adam was great! He gave me some great actionable advice, I left our consultation with a page full of notes. He is a true expert, highly recommend a consultation with him if you need an experts opinion on sales funnel."
"Adam was great! He gave me some great actionable advice, I left our consultation with a page full of notes. He is a true expert, highly recommend a consultation with him if you need an experts opinion on sales funnel."
"Adam provided great value during our consult. It was clear his experience and reputation are for very good reason. Looking forward to working further with him on our funnel. Thanks, Adam!"
3 of 5 Q3 2026 slots filled. Adam interviews every applicant within 48 hours.
