Gold Standard
Gold Standard
Retention Marketing · Client Onboarding

Let's get your retention engine running.

This onboarding takes about 20 minutes. We use what you submit here to stand up your loyalty program, automated flows, and launch campaigns. You can save progress and finish later.

Estimated time · 15–25 min
Step 1 of 10

Tell us about your company

The basics. We use this for billing, contracts, and to map who-does-what on your account.

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Primary contact

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Valid email required.
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Billing contact

Step 2 of 10

Brand guidelines & logo assets

Drop your logos and brand guide here. If you don't have a formal guide, the color + font fields below are enough for us to launch.

Primary logo (full color) *
Logo upload PNG, SVG, or AI. Transparent background preferred.
Secondary / alt logo
Alt mark, white version, or icon Optional but helpful for dark-mode emails.
Brand guidelines PDF
Style guide / brand book If you have one. Otherwise fill in the fields below.
Font files (if licensed)
Brand fonts OTF / TTF / WOFF. Skip if Google Fonts.
Google Fonts name is fine.
Step 3 of 10

Store & product imagery

The more we have, the less we'll need stock. Both upload and link options below — use the link field for large batches.

Heads up: File uploads in this form are capped per submission (about 25MB total). For more than a handful of photos, drop them in a shared Drive / Dropbox folder and paste the link below.
Store interior photos
Interior shots JPG / PNG. Up to ~10 files.
Store exterior / signage
Exterior shots Storefront, signage, location.
Product / shelf photos
Product imagery Hero shots, packaging, displays.
Lifestyle / team photos
Lifestyle & people Customers, staff, events.
Make sure the link is viewable by anyone with the link (or share to gold@goldstandrd.com).
Step 4 of 10

Loyalty & retention platform

Which platform are we building on? Pick one. If you have logins, share them later via 1Password — do not paste passwords here.

Credentials: After you submit, our onboarding lead will send a secure 1Password vault invite. Never share passwords, API tokens, or PII over email or this form.
Step 5 of 10

Ecommerce & menu integration

We pull product, menu, and order data from your ecommerce / POS to power abandoned cart, brand spotlights, and personalized offers.

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Dutchie / ecommerce API access

If you're on Dutchie, generate an API key under Settings → Integrations → API. For Jane / Treez, your CSM can issue a partner key. Don't paste live keys here — use the field below or share via 1Password.

If you'd rather, leave blank and we'll request via secure vault.
Step 6 of 10

Email sending domain & authentication

To deliver consistently — and not land in spam — we need to authenticate your sending domain with SPF, DKIM, and DMARC records.

Required.
We recommend a subdomain (e.g., mail. or shop.) so your root domain stays untouched.
How would you like to handle DNS setup? *
If yes, we'll coordinate a warming + cutover plan to protect your domain reputation.
What's actually getting added? One SPF record (or a merge if you already have one), 2–3 DKIM CNAMEs from your ESP, and one DMARC TXT record set to p=none initially, escalated after 30 days of clean alignment.
Step 7 of 10

Launch deals & featured brands

What do you want us to push out the gate? Add up to a handful of standing deals and the brands you want featured first.

Static deals at launch

Deal 1

Step 8 of 10

Automated flows & discount strategy

Five core flows do 80% of the retention work. Toggle each one on and set the discount you want us to use. Leave a flow off if you want to add it later.

Discount type guide: % off works best for brand-agnostic offers, $ off for higher AOV, BOGO for moving inventory, free gift with min spend for AOV lift, points multiplier if you're on Alpine IQ or SpringBig and want to protect margin.
Welcome series
3-touch onboarding when someone joins your list. Sets the tone, drives first purchase.
Birthday
Fires 7 days before birthday with a personalized offer. Top-3 ROI flow.
30-day win-back
Targets customers who haven't ordered in 30 days. Light nudge.
60-day win-back
Stronger offer. Customer is at risk.
90-day win-back ("we miss you")
Last chance to reactivate before they go dormant. Heaviest offer.
Abandoned cart
Recovers checkout drop-offs. 2-touch sequence at 1hr and 24hr.
Tip: don't discount on the first touch — only the 24hr follow-up.
Step 9 of 10

Identity resolution

Optional add-on. We resolve anonymous web visitors to real, contactable identities — so you can market to the 95%+ of traffic that never logs in or fills a form.

How it works: A lightweight script on your storefront detects visitor identity through our compliant data partners. Resolved leads flow into your loyalty platform as a new audience, ready for welcome and abandoned-cart flows.

Pricing: $0.25 per resolved lead. You're only billed for leads we successfully resolve to a real, deliverable contact. No minimums, monthly opt-out.
Helps us estimate volume and forecast resolved leads.
Step 10 of 10

Review & submit

Quick sanity check below. Anything missing, hit Back. When you submit, our onboarding lead gets the package and will reach out within one business day.

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You're in.

We received your onboarding package. Your Gold Standard onboarding lead will reach out within one business day with a 1Password vault invite for credentials and a kickoff call link. In the meantime — relax.

Step 1 of 10