Beyond Discounts: The Clienteling Strategies That Boost Customer Retention & Lifetime Value

Ever wondered how to truly bridge the gap between your Shopify store and your retail locations? Or maybe you’ve heard the term “clienteling” tossed around by big brands and wondered if it’s just for luxury retailers, or if it can actually move the needle for your business, too? If you’re looking to drive more foot traffic, boost repeat purchases, and finally unify your online and offline experiences, today’s episode is for you.

I’m thrilled to welcome back Leigh, co-founder of Endear, for a deep dive into the modern world of clienteling. Leigh has been in the trenches since before the pandemic, helping brands like Glossier, Allbirds, and Untuckit unlock the real potential of their retail stores by connecting them with their ecommerce data. Today, we’re unpacking how Endear is reimagining clienteling for the omnichannel era-making it scalable, data-driven, and accessible for every Shopify merchant ready to elevate their customer experience.

What You'll Learn

• Clienteling Demystified: What it really means (spoiler: it’s not just for luxury) and how modern brands are using it to drive sales through genuine relationships.
• The Omnichannel Advantage: Why unifying your online and offline data is the secret sauce for higher conversion rates, lower returns, and raving fans.
• CRM as Your Retail Superpower: How Endear’s Shopify-native CRM gives your store associates actionable insights-turning every interaction into a revenue opportunity.
• Automated, Yet Personal: Practical tactics for scaling thank you notes, VIP outreach, and post-purchase campaigns-without losing the human touch.
• Driving Foot Traffic (and Revenue): Proven strategies to get your online shoppers into your stores and maximize their lifetime value.
• Attribution That Makes Sense: How to finally track which messages, associates, and campaigns are actually moving the needle-in store and online.
• Appointments, Reimagined: Why Endear’s new appointments feature is tailor-made for retail, and how it’s driving 90%+ conversion rates for in-store visits.
• Scaling Smarter: Lessons from brands like Psycho Bunny and Eleventy on building a culture of relationship-driven selling (and how to templatize what works).

 

Check out his YouTube channel here for more strategies!

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For more ecommerce, marketing, and growth strategies, check out the eCommerce Fastlane Insights Blog.