Engagement & Retention project | Plan B
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Engagement & Retention project | Plan B

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​If you struggle with a blank canvas, use this boilerplate to start. Remember, this is a flexible resource—tweak it as needed. Some sections might not apply to your product and you might come up with great ideas not listed here, don't let be restricted.

This is not the only format, we would love to see you scope out a great format for your product!

Go wild and dive deep—we love well-researched documents that cover all bases with depth and understanding.

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Let's Begin!

Understanding Product

Plan B is a mass premium kids' essential clothing brand that stands for everyday comfort for children. It is different from most kids' apparel brands since the focus is not on fashion but on fit, feel and functionality.

Plan B is inclusive and makes products for boys as well as girls of 6 months to 16 years - from potty training (first underwear) to puberty and beyond. All products are designed in-house and manufactured in Mumbai, India.

Plan B products are available on yougotplanb.com and all major marketplaces.

Core Value Proposition

For millennial parents seeking thoughtfully designed innerwear for their children, Plan B is a ‘just for kids’ D2C essential clothing brand that offers the perfect blend of comfort and functionality in a wide variety of styles, fabrics and prints. 

Natural frequency is on average twice a year.

Customer Segmentation

(build your ICP's- by now you know how to do that and then segment the users, think about why are you even segmenting and what is the goal of your product and segmentation)

(use this template and don't forget to add more parameters)

User Type

Casual

Core

Power

Usage Characteristics

Shops from multiple brands, hunts deals, trends, etc

Selective about where she shops from, prefers Plan B over other brands

Shops mostly from Plan B, buys into everyday comfort, treats Plan B like a family brand and is generous with spends as well as feedback

Recency of use case

6-18 months

3-12 months

< 3 months

Natural Frequency

One time, 1 in 18-36 months

1-2 times a year

>3 times a year

Monetary/AOV/Revenue Generated

₹500 - 1200 AOV, COD

₹1000-2000 AOV

> ₹2000 AOV

Pain Points

Thinks kids grow up too fast to spend so much money on, likes quality but sensitive about spends

Doesn't find good kids' brand easily

Wants high-quality clothing with specific functionality

Valued Features

100% Cotton, COD, Free Shipping, Trendy Look

100% Cotton, High Ratings, Brand Value, Perfect Fit, Aesthetics

100% Cotton, Premium Feel & Fit, Iconic Design, Quality Support

Core Value Proposition
(CVP) being utilised

Not necessaarily

Yes

Yes

JTBD of the persona


Wants good value for money

Wants consistently high quality product experience

Wants nothing but the best

Discovery

Paid Ads, Marketplace

Paid Ads, Marketplace, WOM

Paid Ads, Search, Marketplace, WOM

Level of Engagement

Low

Mid

High

Defining Core EnR Metrics


For Plan B I would define an active user as someone who has transacted repeatedly (>2 orders) in either of the scenarios:

  • Purchased products from more than 1 category (i.e. underwear, sleep wear, etc.) 

 image 2.png

  • Ordered a progressive size change (e.g. 1st purchase is for 6-8 size, and the most recent purchase is 8-10 size with the same gender)

 image.png

So the primary engagement framework is of Breadth/Feature.



From an LTV point of view, frequency of purchase is also important:

  • Purchased thrice or more times across 2 years  

This accounts for a size change and interest in a newly launched product.

  

We will choose Breadth as the Engagement Framework since that’s more in line with our Core Value Proposition. 

Engagement Framework

Relevance

Key Metric to be tracked

Rationale

Breadth

Primary

Number of categories purchased

Shows a belief in the core value proposition and shows commitment

Depth

NA

NA

No personalisation features or tiers within the offerings that would validate committment

Frequency

Secondary

No of purchases/year

Shows commitment, but there are also so many pairs of underwear a child can own

Engagement Campaign

you need to build at least 5 separate engagement campaigns, yes 5 is important! Remember to bring the campaigns to life- give them structure and body.

(use this and add more depth/parameters in this framework)

Engagement Campaign

Hypothesis

Channel of Distribution

Persona/Type of User

Theme

Target feature

Pitch and Content

Goal of the campaign

Offer

Frequency and Timing

Success Metrics

Campaign 1

(what lead you to choosing this particular campaign and why do you think it will work?)

Explain why Plan B focusses on everyday essentials for kids

(Is is this a physical/digital campaign, how will the users come across this campaign)

Paid Ads

Email (Welcome journey)

Blog

YouTube

(which user segment is this campaign targeting)

All Customers

Brand-focussed.

Wide variety of kids’ innerwear that no one else has.

/

A complimetary bouquet of products tailored for everyday comfort.

Here’s why Plan B makes 7 different kinds of underwear.

/

The first layer is the most important layer.

/

Every day essentials are not clothes that are old to wear at parties.

(are you trying to convert casual users to power users?

Move every user up the chain.

Casual to Core to Power.

(what are you giving and what is the logic behind the same, what could be the possible budget for the same?)

No offers needed since we are talking to new/loyal customers. We can link to discounted products where possible

(when will you launch the campaign, is it a one time thing/recurring)

For all first-time purchasers, this will be part of their welcome journey.

We will reinforce this messaging across all channels for existing users monthly.

Repeat purchases,

cross-category purchases.

Campaign 2

Use automations for intelligent cross-selling or restocking. 

E.g. a parent who buys a starter bra for her child, might need a padded camisole, too. Similarly, a parent who buys discounted stuff, would love to know about price drops in relevant categories. Similarly after 6-10 months a size change might be needed.

Email

WhatsApp (for users who can’t be reached via email), 

Product Inserts (e.g. every tween product pack includes info on all tween products)

One-time purchasers.


Shweta (Bargain Hunter)

Tier 1/2/3


Parul (Tween Mom)

Tier1/2

Personalised, thoughtful messaging.

Depends on the cross-sell or trigger event.

If X (product) fit your child well, you might want to know about Y (product).

/

Parents who pick X for their child, also prefer Y.

/

X is one of our most popular products. And today it’s on sale.

Casual to Core.


Over come hesitancy with social proof and discounts.

Depends on the campaign.

Varies/Automated

Repeat purchases,

cross-category purchases.

Campaign 3

Exclusive/Limited-Time Offers to encourage impulsive purchases

WhatsApp

Email 

SMS

Shweta (Bargain Hunter)

Tier 1/2/3


Customers who haven’t bought from the discounted category before

Catchy design evoking urgency.

Depends on product

Best time to restock your child’s wardrobe.

/

Crazy dicount. Today only.


Highlight the back-of-the-shelf products and invite customers to discover the value.

30-50% OFF

/

Exclusive, One-Time Bundles

End of season (while Plan B is an all-year-round essentials brand — it does have a winter range)

Repeat purchases,

cross-category purchases.

Campaign 4

Feature stories of kids and parents, their everyday challenges, build a sense of community

Groups/Forums

 Newsletter

YouTube

All Customers (who have purchased within the last 18 months)

Non-salesy, more relatable, edutainment

Less emphasis on product and more on customer interests

News-in-Briefs

(Fairly nascent but popular newsletter from Plan B)

How parents raise children who’re comfortable with themselves and the world

While we send this to all, the focus is to turn the casual customers to become core.

None

Twice a month newsletter

/

Monthly YouTube podcast

/

Weekly posts in groups

Open rate, CTR,  replies and orders from newsletters

/

Views

/

Engagement Rate

Campaign 5

Treasure Hunt Contents that invite discovery (E.g. ask customers to find a particular print/product to win something)

Social Media

Email

All Customers

Contest, fun, interactive

Prints, or specific less-commonly known features (e.g. interchangeable bra straps)

Finders Keepers


The first 10 people to find X, get it for free

Casual to Core

FREE wins, consolation disocunts for the rest.

Monthly

CTR, Engagement Rate, No. of times discount used.

Retention Design

Typically, Plan B has a 28-35% retention rate.

image 3.png

Retention is higher for customers who shop for girl range than for customers who shop for boy range, owing to the skewed product portfolio.


The retention curve starts to flatten at M4.

image 4.png

Churn

Since a child needs underwear every 6-18 months, no repeat purchase in 18 months means the customer has surely churned.

Basis market research and recent customer calls these reasons for churn turned up:

Voluntary

1. Cheaper alternatives available that do the job (marketplaces are rife with low-priced, low-quality options)

2. High quality (perceived) alternatives discovered

3. Not on Top of Mind (impulsive one-time shoppers via Meta ads, casual shoppers on marketplaces)

4. Limited product variety (in boys)

5. Urgent need, can’t wait for 3-7 days for product to arrive

6. Poor experience (i.e. support, packaging, delivery, etc.)


Involuntary

* Child’s outgrown our product, size needed is not made by Plan B

Most common reason for churn would probably be point 3. It is far more convenient to add to cart when shopping on marketplaces and in physical stores. Brand recall isn't high enough to search and find Plan B products online.

The signs of churn Plan B can track are:

* Negative ratings

* Issues raised with support

* Unsubscribes on WhatsApp/Email

* No opens/reads for last 3 messages

Resurrection Campaign


Resurrection Campaign

Hypothesis

Channel of Distribution

Persona/Type of User

Theme

Target feature

Pitch and Content

Goal of the campaign

Offer

Frequency and Timing

Success Metrics

Campaign 1

Customer is probably open to cheaper alternatives, since the child wears the product for a comparitively shorter period, compromise in quality is ok.

Email

SMS

WhatsApp


Bargain Hunter, Tier 2/3



Myth-busting

Just-right fit, premium feel.

How much would you pay for your child’s comfort? Pay 40% lesser than that.


Convert casual users who haven’t bought in


Heavy discounts



After 11 months since last innerwear purchase

Conversion

Campaign 2

Not enough boy products apart from innerwear, customer is veering towards other brands

Email

WhatsApp

Customers who have bought boy products

Boyish, celebratory

Variety of innerwear styles

Does you son love X because he’s never tried Y?

Prevent Core and Power Users from sliding down

15% OFF on select styles

Between 6-8 months since last purchase

Conversion, CTR

Campaign 3

Purchased another another brand, in the belief that it’s better than Plan B

Email

WhatsApp

Loyal customers who haven’t repurchased in a while

Personalised, informative, comparison

Quality of materials, certifications, terstimonials

There isn’t a better X than Plan B for your child. Here’s why.

Prevent Power Users from sliding down

Freebie, single piece

Between 4-6 months since last purchase

CTR, since they need to just click for the freebie

Campaign 4

No brand recall, liked the product but can’t reorder

Postcard

One-time purchasers with high AOV

Personalised

NA

You may have forgotten us, but we haven’t

Jolt the casual users to comeback

25% OFF

4 months since last purchase, preempting churn

CTR, conversions

Campaign 5

Poor experience

Email

Call

Customers who have raised issues with support

Personalised, sincere, keen

Testimonials of happy customers, info on process

“We understand you feel let down, but let us make it up to you.”

Winback disgruntled customers and change their perception

Freebie

Within 3 days of receiving/noticing a ball drop or customer disatisfaction

Ticket closure















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