Nasima Ahmed

Spot eCom CRM Revenue Leaks Fast: A Retention Diagnostic

Sephora

Swarovski

TALA

Currys

Puig

17 years in CRM, retention and loyalty

These will help you refocus on the KPI's that matter on a regular basis.

Learn the data-first checks + core KPIs to look at first

Identify where brands usually leak money across onboarding, lifecycle journeys, segmentation, and list health.

Spot 5 common CRM revenue leaks (fast)

Turn insights into action with a clear order: what to do now vs later and what to report on if numbers are missing.

Leave with a simple 7-day “fix-first” plan

Your growth has stalled. AI can show you the gaps in your marketing strategy.

Fractional DTC Marketing Leader

Estée Lauder

StartupCD

BioSchwartz

Love Wellness

Dropps

Temilola Agbede

Fractional Marketing Leader & Advisor for Consumer Brands

June 2, 2026

DTC brands often pour budget into ads, optimizations, and agency retainers without ever stopping to ask which part of their marketing is actually broken and why. They guess. They tweak. They move on. The result? They keep spending on a leaking bucket.This workshop changes that. In 90 minutes, you'll use AI as a first-pass audit tool to pressure-test the two areas where most DTC marketing quietly breaks down: your brand story and your conversion experience. You'll run real prompts on your own brand, build a DTC Marketing Signal Map that shows where your highest-risk gaps are, and leave with a clear picture of what to investigate next.This isn't a lecture on what good marketing looks like. You'll leave with an actual analysis built from your own brand's inputs that tells you where to focus your attention and your budget.AI will do the surface work. You'll know what to do with what it finds.

Stop guessing what's broken. Use AI to audit your brand story and conversion experience and know exactly where to focus.

Run AI-Powered Audits on Your Brand Story and Conversion Experience

Build Your DTC Marketing Signal Map

Turn Your Findings Into a Prioritized Action Plan

Brand Founders who sense something in their DTC marketing isn't working but can't pinpoint where the leak is.

Consumer Brand Marketers who know there are gaps in their customer journey but haven't had a fast, systematic way to surface them.

Freelancers, Consultants &amp; Brand Advisors who want a repeatable AI-powered audit method to bring into client engagements.

Stop losing potential revenue before buyers see your value

RevOps | Board Member | Author x 3

Metro Bank

Hugo Boss

NewtonX

Royal Holloway, University of London

Karina Karn

RevOps Leader | Board Member | Author x 3

Identify exactly where users drop off in your funnel and what to fix.

Activation Workshop — May 22

How an International SaaS Reduced Churn by 15% using the Triple Sail Framework™

Revenue Operations Masterclass: Fixing the Enterprise Funnel

You’re getting traffic and signups, but they aren’t turning into sales.Something in your funnel is breaking, and it’s usually the gap between your promise and the user's perception of value. In this workshop, we’ll pinpoint exactly where potential buyers drop off, why they lose interest before they commit, and how to fix your journey to turn signups into paying customers. Check out reviews <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.karinakarn.com/testimonials">here</a>.This isn’t about more marketing tactics; it’s about fixing your conversion engine so it finally scales.Spots are limited. Reserve yours here.

You’ll leave with a clear diagnosis of what’s breaking your funnel and exactly what to fix first to turn signups into active users.

Identify where you are losing potential revenue

Decode why interest drops off before the purchase

Map your path to value

Know what to fix first to scale

This workshop is built for real products, not ideas

You have a product with some traction (users, traffic, or early customers).

You have the authority to act on what you learn.

You’re responsible for growth, marketing, or revenue operations.

This is hands-on. You'll leave with a concrete action plan.

You’re willing to apply the frameworks directly to your funnel.

SaaS founders who have traction but are seeing a gap between signups and actual revenue realization.

Marketing &amp; Growth Professionals responsible for turning interest into growth and fixing conversion leaks in the buyer journey.

RevOps &amp; Strategy Teams who know the funnel is losing potential revenue and need a clear framework to prioritize high-impact fixes.

Master Claude AI prompts to automate revenue reporting, surface pipeline insights, and present data that drives decisions and earns trust.

AI Consultant Revenue Automation Expert

Wells Fargo

Delta

Gogo

Dennis Meinecke

15+ years leading AI, cloud & transformation at Wells Fargo, APS, Gogo, Delta.

Learn to use Claude AI to turn raw sales data into executive reports — in minutes, not hours.

Claude for Business 

Revenue leaders are drowning in a painful irony: you have more data than ever, and less time than ever to turn it into decisions.Your CRM is full of gold — pipeline trends, lost deal patterns, forecast signals, rep performance gaps. But extracting that story takes hours of manual work every week. Hours spent formatting, writing, and rebuilding the same reports instead of actually leading.The problem isn't your data. It's the gap between raw numbers and the narrative your VP, your board, or your team actually needs to act on.Claude closes that gap.This course teaches you exactly how to use Claude AI to transform exports, call notes, and spreadsheet data into polished executive reports, pipeline narratives, and QBR decks — in minutes, not hours. No coding. No new software. No data science degree required.You'll build a real, repeatable AI reporting system tuned to your stack and your audience. The kind of system that turns a Sunday-night reporting grind into a 20-minute Monday morning workflow.If you're a revenue leader, sales ops pro, or analyst who's tired of spending your best thinking hours on documentation — this course was built for you.

AI Consultant · Revenue Automation Expert

Produce QBR decks and board updates in a fraction of the time

Generate executive-ready revenue reports from raw data in under 20 minutes

Build a pipeline narrative system your leadership team will actually trust

Extract win/loss patterns from CRM data that manual review would never find

Boost rep productivity with AI-generated coaching and outreach tools

Deploy a documented AI reporting system your whole team can run without you

The Overwhelmed Revenue Operator Sales ops manager or RevOps lead at a 50–500 person company. Owns the weekly pipeline report.

The Data-Rich Sales Leader VP of Sales or Sales Director who has Salesforce full of deal notes, call transcripts, and lost opportunity's.

The Founder or GTM Executive Doing It All Early-to-mid stage founder or Head of Growth who is the reporting function. No dedicated ops team.

Bad Learning Design Is Costing You Customers — Here's the Science Behind It

Learning Scientist | L&D Strategist

Vanorsdale Learning Lab

Great Game of Business

Docebo

National Alliance on Mental Illness Florida

English Like a Native

Dr. Christie Vanorsdale, Ed.D, Ms.Ed.

Researcher. Practitioner. 15 years translating learning science into results

Cohort 1

You've updated the onboarding. Rebuilt the knowledge base. Added walkthrough videos, help articles, live training sessions. Your customers still aren't adopting the product the way you need them to.The instinct is to fix the content. More of it. Make it Better, or Shorter. More visual. But, the problem isn't the content.It's that content was never designed to produce learning in the first place.Human beings don't retain complex knowledge because they watched a video or completed a walkthrough. Retention requires intentional sequencing, cognitive scaffolding, and an architecture that reduces friction rather than creates it. Most customer onboarding violates every one of those principles — not because the people who built it weren't smart, but because they were never taught what learning science actually says about how knowledge transfers.This workshop gives founders and leaders the diagnostic framework to identify exactly where their customer education breaks down — and the research-backed principles to fix it. You'll leave with a clear line of sight between learning architecture and the revenue outcomes you actually care about: adoption, retention, and renewal.

Learn the science behind knowledge transfer and leave with a diagnostic framework that connects learning architecture to business outcomes.

Understand why customers aren't retaining your product using learning science

Pinpoint exactly where your customer onboarding breaks down

Apply three evidence-based principles to improve product adoption

Connect learning design decisions to churn, adoption, and renewal.

The Scaling Founder Complex product. Customers churn before reaching value. Onboarding feels broken but there's no framework to diagnose why

The Customer Success Leader Owns onboarding and renewals. Content exists but adoption is flat. Needs a framework and internal buy-in.

The L&amp;D Manager Fixing customer education with no infrastructure or alignment. Knows training theory. Missing the revenue impact language

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

Introduction & Technical Setup

Welcoming Participants & Setting the Stage

Introduction to the Speaker and the Session

The Core Problem for CRM Professionals

Session Goals and Learning Objectives

Audience Pain Points Discussion

The Four Key Areas of Focus

Simplifying KPIs: The Four Pillars

Pillar 1: Understanding Your Customer Mix

Pillar 2: Analyzing Your Revenue Mix

Pillar 3: Assessing Customer Journey Health

Pillar 4: Evaluating Campaign Performance

Reality Check: Identifying Revenue Leaks

Actionable Task: The "Do, Don't, Defer" Exercise

Course Preview and Key Takeaways

Introducing "The Retention Club"

Q&A Session Begins: Strategy and The Retention Club

Q&A: Handling Data Challenges

Q&A: Automated vs. Campaign-Based Activities

Conclusion and Final Remarks

Operations professionals who optimize processes and manage day-to-day business functions.

Marketers who drive brand awareness, customer acquisition, and growth across channels.

Startup founders building new businesses, from MVP to scale.

Using data and metrics to measure performance, run experiments, and inform decisions.

Driving user acquisition, activation, retention, and monetization through product-led growth strategies.

Spot eCom CRM Revenue Leaks Fast: A Retention Diagnostic

What you'll learn

Why this topic matters

You'll learn from

Nasima Ahmed