Daily Boost

Company Overview and Background

Daily Boost is in the business of functional supplements. They built their brand around a hero product that promises mental clarity and energy without the typical jittery side effects of traditional stimulants. Subscriptions make up the core of their revenue stream—roughly 80% of sales—and the brand has been growing quickly.

“We really don’t have the line of visibility that we need as leadership to make actionable decisions to drive the business forward.”

They had multiple data sources—Shopify for transactions, a specialized subscription billing tool, and a couple of advanced analytics platforms for attribution and forecasting. Yet there was no overarching system to stitch everything together. Adding to the urgency, their data person was about to vanish for three weeks.

That short-term need was one piece of the puzzle. The bigger opportunity was building a truly strategic data ecosystem. As the client put it...

“We operate via Slack... most of us are remote, and I really want somebody to come in and set up our practice and also help people understand how these different data sets—like how you use them together.”

How it All Started

Disconnected Data and No Central View

The team relied on an attribution platform (North Beam), a media mix modeling tool (Prescient), and the subscription software, among others. Each source had partial insights, but nobody saw the holistic picture.

“We have Northbeam attribution and we have Prescient for MMM,” said the client. “But how do these work together, and really, what should we be talking about with leadership as it relates to the different information that these two are feeding us?”

Manual Reporting Draining Everyone’s Time

For non-integrated channels, people had to update daily spend inputs. The subscription tool offered barebones reporting, so the brand ended up merging data manually in spreadsheets just to see the most basic trends. “We don’t have a database in place or like an ETL or reverse ETL process in place,” the client explained. “It’s proven difficult in terms of integrating our attribution and our MMM.”

Limited Email Insights

While email was a powerful channel for re-engaging existing subscribers or nudging one-time buyers into recurring plans, they couldn’t do deep historical looks inside Klaviyo. The platform’s native reporting didn’t show how campaigns performed over time, or how different offers resonated.

“We don’t have the line of visibility that we need as leadership,” the client repeated, “to make actionable decisions to drive the business forward.”

Pressure to Hit Q4 Targets

From the start, the client spelled out ambitious goals:

“We are looking specifically at growing customer acquisition within a certain CAC range, we are interested in increasing website conversion, we are interested in reducing customer churn, and we are interested in converting one-time purchasers into our subscription program. If I could characterize our big gets for Q4, that’s really what we’re focused on.”

Not Just a Daily Numbers Person

The brand wanted immediate coverage while their go-to data contractor was absent, but they also recognized they needed a bigger shift. “It’s a bit nebulous to me,” the client said about bridging daily attribution with media mix modeling. “I would love it if you had some experience there.”

Our Approach: From Patchwork Fixes to Strategic Integration

When we joined, the main objective was to plug a short-term gap—someone had to handle the day-to-day analytics while their existing data person was gone. But as we learned more, we realized the real win would be creating sustainable workflows that served leadership beyond one busy season.

Immediate Wins: Automating Mundane Data Pulls

Instead of letting the brand keep manually entering daily spend for non-integrated channels, we set up direct data feeds and unified naming conventions. We also cross-referenced subscription orders with marketing sources, so daily subscriber tallies and cohorts would link to the campaign or channel that brought them in. This alone saved hours per week and calmed some of the daily firefighting.

“We basically want a quick set of wins,” the client noted. “Then build from there.”

Cohesive Dashboard for Attribution and MMM

They had an attribution tool for short-term campaign insights and Prescient for media mix modeling.

“We’ve recently signed on with Prescient for our MMM,” the client said. “It’s the same deal. Secondly, what do we do with Northbeam? How do these work together?”

We confirmed that MMM and multi-touch attribution (MTA) can co-exist if the team understands each tool’s purpose: MTA gives a near-term, channel-by-channel breakdown, while MMM guides broader spend optimization across all channels—even those that are harder to measure. But both hinge on accurate baseline data. So we made sure the brand’s monthly spend, subscription volumes, and major campaign inputs fed automatically into the tools.

Email Reporting That Looks Beyond Klaviyo

Daily Boost relied on Klaviyo for automated flows and campaigns but struggled to see how each campaign contributed to subscription growth over the long run. We built an external dashboard to track:

• Daily sends and open rates across all segments,
• Click and conversion trends for each major flow,
• Whether certain audience groups (e.g., one-time buyers) turned into repeat buyers after email pushes.

“I completely agree on having immediate wins,” the client said. “And my hope is to understand just the sheer volume to get the ability to actually get some new things in place”

Shifting Mindsets: Data as an Ongoing Conversation

Beyond building dashboards, we spent time discussing data interpretation with the team. The client wanted someone to stand confidently behind their recommendations and be direct in clarifying what leadership should focus on:

“We want someone who is proactive about, like, tracking down your information, troubleshooting, and also, I would say, comfortable being direct,” said the client. “I really want somebody to come in and... set up our practice, help people understand how these different data sets fit together, so we can proactively make recommendations.”

By offering both immediate coverage and a roadmap for future expansions (like deeper MMM usage), we helped the brand see analytics as a strategic advantage, not just a numbers chore.

Planning for Their Data Person’s Return—and Beyond

The departing contractor would be back, but Daily Boost still planned to grow the team.

We documented all workflows, set up a robust naming system for campaign tracking, and created how-to guides for new hires. Our goal: ensure no single contractor’s absence could throw the whole data ecosystem into chaos again.

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Results and Impact

Unified Data for Subscription Growth

Before, subscription analytics were scattered. After automating cross-platform feeds, the team could see precisely how many new subscribers joined each day, which channel they came from, and how churn moved up or down over the month. This visibility bolstered their ability to tweak campaigns and chase more loyal buyers.

More Confident Use of MMM and Attribution

Because we tidied up data pipelines, the brand felt more confident interpreting differences between MTA metrics and MMM’s bigger-picture forecasts. They also recognized when to rely on each approach, reducing confusion at leadership meetings.

Email Became Much Less Messy

Instead of seeing email as a siloed channel, they folded its performance into an overarching dashboard. Teams discovered which offers turned one-time purchasers into recurring subscribers—a critical step for a brand reliant on monthly replenishments.

Mindset Shift from “Fix-It” to “Strategic”

Perhaps the biggest win was intangible: the client moved from a reactive stance—“Our data guy is out, we’re scrambling!”—to a proactive one: “Let’s automate, let’s build processes, and let’s expand on them going forward.” By the time their contractor returned, the brand’s leadership was already considering new data hires and advanced modeling. As the client put it, “We do want to set up our practice so we’re not in this churn of day-to-day, but actually seeing that 10,000-foot view.”

Documented Systems for Future Growth

We recorded loom videos and wrote up guidelines, so no new hire would start from scratch. Now, when the brand onboards someone else, that person can skip painful guesswork and start building on top of existing data flows.

Why We Enjoyed This Project

Daily Boost illustrated how a scrappy, fast-growing subscription brand can level up its data strategy. We initially came in to fill a critical gap: their go-to data person was gone for three weeks, and they needed help now. But it was clear they were also hungry for a more strategic approach:

• Immediate Coverage: We stepped in quickly, stopping the fires that come from missing daily metrics.
• Longer-Term Solutions: We automated tasks, documented everything, and nudged leadership to see data as a tool for planning, not just retroactive reports.
• Positive Culture of Collaboration: The client told us, “Being proactive about making recommendations is huge. We don’t really have the line of visibility, so that’s where we need your help.” They were open to advice on both technical and organizational changes—exactly the kind of environment where a data partner can make a difference.

Ultimately, we freed them from an endless cycle of manual updates and showed them how to integrate advanced modeling and daily analytics. We love working with brands that want to graduate from “barely tracking anything” to “treating data as a strategic pillar.”