Test view
Bound to
operate.
Prepared for [CLIENT NAME]
Issued [ISSUED]
Validity [VALIDITY]
Strategists [STRATEGISTS]
The proposition

The Repo: The AI Operating System
Renoun has been
running without.

We build you The Repo, the substrate that ties Shopify, Klaviyo, Meta, Google, GA4, Gorgias, manufacturing, and fulfillment into one operating system.

One staff-facing chat surface (Carcin) on top. Underneath: a series of customized agents tailored to your stack, running daily. A human strategist setting the play. The Repo is yours from the moment of creation, source code, prompts, skills, memory, configurations.

1
The Repo · Renoun-owned
Agent stack · scales as needed
3
Strategists on call
12mo
Engagement
01 · The vocabulary

Five terms. One “Renoun AI” language.

Before we go deeper, here's how we use a few words. The proposal makes more sense once we share the vocabulary. The Repo contains everything else; the rest are the components inside it.

05
The Repo
The durable, accretive infrastructure where every Agent, Workflow, Model, and Connection lives. Everything inside The Repo is yours from the moment of creation.
Inside The Repo
01
Agent
AI with skills, soul, and memory, spawned, tasked, and held accountable for outcomes.
02
Workflow
A client-specific task or process an Agent completes, repeatable, measured, and ownable.
03
Model
A tuned AI from companies like Anthropic and OpenAI, or open source, what an Agent calls when it needs to think.
04
Connection
An authenticated read/write path to a particular system or piece of software.
02 · The problem

Renoun's funnel drop-off, broken Canada flow, tablet UX collapse, and post-click email gap are symptoms of a greater “whole-stack” problem.

The May 2024–May 2025 CRO audit gave us ground truth on every layer of Renoun's stack. The findings aren't six unrelated bugs, they're symptoms of a stack with no shared substrate. Klaviyo doesn't know what GA4 saw. Meta doesn't know which segments Klaviyo built. Shopify CRO experiments don't know what the giveaway list did. Each vendor reports its own dashboard. The audit identifies what's broken. The Repo operationalizes the fix, continuously, not once a year.

The systems don't talk.

Cart → checkout drops 52.2%. Checkout → purchase drops 40.7%. Canada ATC → checkout is 9.6% (vs 21.9% global, suggesting a tax/shipping misconfig). Tablet CVR is 0.5%, Google Shopping spent on 861K tablet impressions and got 1 conversion. PMax leaks ~5.2% of sessions to non-US. Email opens 45.4% but CTR is 0.64%. SEO has 13% toxic backlinks across 469 referring domains. Each one of these has a vendor watching it. None of them agree.

"The audit is one-shot. The Repo is always-on. Audits go stale within a season, Carcin re-runs the same logic continuously, surfaces drift the day it appears, and drafts the fix."

The advice is generic.

Most playbooks treat "DTC" as one undifferentiated mass. A premium $1,000+ ski brand with 65% mobile traffic, 84% mobile purchases, an Octane quiz that converts at 1.47%, a TryOnSnow program, and seasonal revenue concentrated Oct–Feb shares almost nothing with a year-round Shopify SaaS or fashion brand. The weights are Renoun-specific, across paid, CRO, lifecycle, inventory, SEO, CX, finance, and social, and the off-the-shelf stacks don't know HDT/VibeStop, RenounPro, or that Endurance 88 is the top quiz-reserved item.

"I'm paying five vendors. Every one of them gives me a quarterly PDF. I have no idea if any of it works together."
03 · The frame

Hub & Spoke. Decades old. New target.

We've spent twenty years using hub & spoke to plan marketing and growth, one canonical source of truth, many channels radiating out from it. The same topology now organizes how AI agents access systems, data, and each other. We look for the pattern across every system you have, then route along the shortest path between any two endpoints, so a question that used to traverse four departments and three dashboards now hops once, on a need-to-know basis. Security, access, and role boundaries fall out of the topology, not on top of it.

01 MKTG Marketing 100+ channels 02 OPS Operations SOPs · automations 03 FIN Finance P&L · cashflow 04 STRAT Strategy OKRs · plans 05 RPT Reporting scorecards · MBR 06 DATA Analytics warehouse · KPIs YOUR BUSINESS SOURCE OF TRUTH
Six examples shown  ·  your stack might have more  ·  same pattern, every time
04 · Common pillars

Six we run a lot. Yours might be different.

These are the domains we operate most often, they cover the majority of SMB engagements. Every client also has systems unique to them: their own platforms, their own integrations, their own reporting needs. We add yours during intake and run them the same way. The framework doesn't care how many pillars you have.

01
Marketing
Demand. Captured.
Hub
renoun.com (Shopify), the storefront where every paid click, organic visit, and Klaviyo flow lands.
Spokes
Klaviyo email Klaviyo SMS Octane AI Quiz SEO / AEO Press (Powder, Blister, GearJunkie) Forums (Newschoolers, Reddit) IG / TikTok / YT
Example artifacts
Could include daily paid spend reallocation across Meta + Google · behavioral Klaviyo segments (Quiz · PDP-no-ATC · Binding-no-checkout · VIP $1,200+) · weekly creative refresh from a Social Listening brief generator. Specifics scoped in discovery.
02
Operations
Process, not heroics.
Hub
Shopify ops, orders, inventory, fulfillment, wired into the manufacturing cycle in Rimouski.
Spokes
Manufacturing (Rimouski QC) 3PL fulfillment TryOnSnow returns SwapAnytime ops RenounPro membership Marketplace (B-stock) Gorgias CX Inventory forecasting Pre-season positioning
Example artifacts
Possibilities: peak-season inventory forecast with margin watchdog · TryOnSnow returns automation · Gorgias ticket pattern mining → CX briefs · pre-season ramp playbook. Mix and depth depend on what Renoun wants prioritized.
03
Finance
Forecasts & analysis. Not bookkeeping.
Hub
Your forecast model, Shopify + Klaviyo + Meta + Google + manufacturing data unified. We don't keep your books; we read what you have and project the season forward.
Spokes
Cohort retention LTV / CAC payback Seasonal scenario modeling RenounPro economics Off-season runway Margin / AOV Price & promo what-ifs Inventory $ at risk
Example artifacts
Could include a cohort + scenario model (what does a $X promo cost in margin, what does it earn in CAC payback) · monthly variance report tied to seasonal expectation · working-capital pressure visible 90 days out. Scoped to what Mark and Cyrus actually want forecast.
04
Strategy
Quarters with a spine.
Hub
Your annual plan, written, ranked, reviewed quarterly. The Oct-Feb peak gets a real playbook; the off-season gets a real playbook.
Spokes
Quarterly OKRs Peak-season playbook Off-season strategy RenounPro growth Brand expansion (HDT/VibeStop) Competitive intel (jskis, 4frnt, dpsskis) Pricing tests Pre-mortems
Example artifacts
Possibilities: QBR document · pre-season peak playbook · off-season retention/community plan. The point isn't the deck, it's having a defensible answer when the bank, the board, or Cyrus asks "what's the plan?"
05
Reporting
One number. One narrative.
Hub
Carcin's daily executive briefing, yesterday's revenue, today's spend, week trend, alerts from every agent rolled up. Leadership opens it in the morning.
Spokes
Daily revenue / spend / trend Inventory alerts Klaviyo performance Paid media health Cohort delta Site CVR by device Weekly scorecard Monthly business review
Example artifacts
Could include the Carcin daily briefing · auto-generated weekly scorecard · monthly MBR document · role-scoped views. The principle: every audience gets the right cut of the same truth.
06
Analytics
Ground truth, queryable.
Hub
Your data warehouse (BigQuery), Shopify, GA4, Klaviyo, Meta, Google, Stripe, Gorgias, Microsoft Clarity, Octane Quiz, every source feeding one schema, one truth.
Spokes
GA4 (clean events) Shopify Analytics Klaviyo Meta + Google Ads Microsoft Clarity Multi-touch attribution SEMrush + GSC MCP server (per agent)
Example artifacts
Possibilities: working data warehouse · Renoun KPI library · attribution model that survives a board question. The principle: Carcin and the agent stack query the same place, no two-source-of-truth problem.
05 · The engine

Priority is computed, not opined.

Every candidate, an agent to deploy, a workflow to run, a marketing channel, an ops process, a financial KPI, an OKR, a dashboard cut, a data source, anything else you run, gets the same weighted priority score for your business. Same engine across every system in scope. The output is a deterministic ranked list. We work top-down.

Candidate priority, weighted score
priority(candidate) =
  0.30 · impactOnNumber
+ 0.25 · timeToValue
+ 0.15 · stageFit
+ 0.10 · strategyFit
+ 0.10 · verticalFit
+ 0.10 · compoundingValue

// then adjusted for reality
× budgetFit(cost)
× capacityFit(complexity)
× timelineFit(ttv)
Domain
Every system you run · common ones plus whatever's specific to you
Business model
How you actually make money · shapes which work compounds
Vertical
Learned during intake · every config tailored to your industry
Stage
Where you are in the lifecycle · drives priority calibration
Budget posture
What you can spend · drives intensity per system
Team capacity
Your team's bandwidth · drives owned-vs-delegated split
Timeline
Your urgency · drives sequencing
Existing stack
Audited per system · we meet you where you are
06 · The deliverable

The Repo & the roadmap that runs inside it.

Before any agent is deployed, you receive The Repo, the substrate, integrations, and Carcin briefing, plus the 12-month roadmap that runs inside it. Below is a preview. Every Renoun item below is informed by the May 2024–May 2025 CRO audit: discovery doesn't start from zero, it starts from there.

The Repo · v1 · 12-month roadmap
[CLIENT_DOMAIN_BASE].[CLIENT_DOMAIN_TLD]

Here's the plan for [CLIENT NAME].

The audit identified the symptoms. The Repo runs the fix continuously. A customized stack of agents and workflows, ranked by ROI and sequenced by dependency. Paid + Shopify CRO + Programmatic ship first because they produce the fastest measurable wins.

33
Items ranked
Agent stack · scoped per priority
12
Month roadmap
1
Source of truth
M15 (Carcin + Paid)
M26 (CRO + Email)
M36 (Inventory + SEO)
M46 (Finance + Social)
M5-12Operate & compound
01
Foundation, cloud + MCP/API to Shopify, Klaviyo, Meta, Google, GA4 · foundation
Week 2 · TTV
Ready
02
Carcin daily executive briefing live · reporting
Week 3 · TTV
Ready
03
Paid Media Watchdog, Meta + Google budget reallocation · marketing
Week 4 · TTV
Ready
04
Shopify CRO, cart/checkout 52.2% drop, binding modal fix · marketing
Month 2 · TTV
Ready
05
Programmatic Engine, bid loop + creative archive · marketing
Month 2 · TTV
Ready
06
Email/SMS Lifecycle, Klaviyo behavioral segments live · marketing
Month 2 · TTV
Queued
07
Inventory + Margin, peak-season forecasting model · operations
Month 3 · TTV
Queued
08
SEO + Content, disavow toxic backlinks, fix 60 4XX errors · marketing
Month 3 · TTV
Queued
09
CX Triage, Gorgias pattern mining + CSAT trend · operations
Month 3 · TTV
Queued
10
Finance + LTV/Cohort, cohort + scenario model · finance
Month 4 · TTV
Queued
11
Social Listening, Blister + Reddit + forums → brief generator · marketing
Month 4 · TTV
Queued
12
Multi-touch attribution model live · analytics
Month 6 · TTV
Queued
07 · The operator

We don't just recommend the work. We build The Repo and run it.

The Repo is the substrate, the owned codebase, infrastructure, and integrations into every system that touches a Renoun customer (Shopify, Klaviyo, Meta, Google, GA4, Stripe, Gorgias, manufacturing, fulfillment). On top of it sits Carcin, our staff-facing chat surface for daily briefings and ad-hoc queries. Underneath: a series of customized agents that run autonomously, with a human strategist setting the play and approving before anything ships. Cancel or scale back any agent at any time.

ad-apt-agents · delivery loop ● running
# The Repo dispatches the work, humans & agents execute across Renoun's stack
$ ad-apt run --client "[CLIENT NAME]" --scope "the-repo"

# Carcin, staff-facing chat surface, sits on top of The Repo
Carcin              → daily executive briefing · role-scoped queries · production

# Marketing, paid, content, email
Paid Media Watchdog → Meta + Google · budget reallocation · anomaly alerts daily
Programmatic Engine → bid loop · creative archive · trust-graduated sandbox
Shopify CRO         → PDP + cart experiments · binding flow · tablet UX repair
Email/SMS Lifecycle → Klaviyo behavioral segments · post-click revenue lift
SEO + Content       → SEMrush + GSC · keyword gaps weekly · disavow toxic backlinks
Social Listening    → Blister + Reddit + forums · UGC trend → creative brief

# Operations · Finance · CX
Inventory + Margin  → Shopify inventory · margin watchdog · seasonal demand forecasting
CX Triage           → Gorgias tickets · pattern mining · CSAT trend
Finance + LTV/Cohort→ cohort retention · CAC payback · price/promo what-ifs

# Human gate, your strategists approve before anything ships
StrategistAPPROVED
[ DEPLOY ]LIVE
Behind the agents

Three strategists. One mission.

Carcin and the agent stack do the production. Three humans set the play, approve before anything ships, and own the outcome.

Chase Bradley West
CTO
Architecture · sys admin · security · hardware · schema · libraries · uptime
Lucas Sommer
CEO / CFO
Strategy · creative · business model · leadership · use cases
Bryan Lozano
CMO + BI
Dashboards · notifications · marketing efficiency · conversion & event tracking
08 · Investment

One retainer. Twelve months of inference, iteration & execution.

One ongoing retainer covers everything, building The Repo, running Carcin, deploying agents, iterating on prompts, executing workflows. The retainer ramps up as the agent stack comes online (M1-M4), peaks while it's tuned, then declines as the system matures and requires less hand-holding. Cancel or scale back any agent at any time. Hours saved, retainer reduced, AI/API spend lowered.

Inside the retainer

What the retainer actually covers.

Renoun owns The Repo from the moment of creation. Source code, prompts, skills, memory, configurations, work-made-for-hire. Hardware (if local path) is Renoun's. Cloud accounts registered to and paid by Renoun directly. The retainer covers all of the work below, end to end, building, tuning, running, and iterating.

01
Foundation + Carcin
Cloud + local infra · authenticated connections to every system in scope · base memory + skills library · backups, observability, audit trail · plus Carcin, the staff-facing chat workspace with daily executive briefings and role-scoped queries that sits on top
02
Customized agent stack
A series of agents tailored to your priorities, paid media, Shopify CRO, programmatic, lifecycle, inventory, SEO, CX, finance, social listening · each one with skills, soul, memory, and an owner
03
Strategists + forward-deployed engineers
Three strategists on call (Chase, Lucas, Bryan) · forward-deployed engineers embedded in your stack · weekly working sessions, on-demand Slack/phone access, monthly performance review · the humans who set the play and approve before anything ships
Retainer
$[RETAINER_AVG]/ mo avg
$[RETAINER_LOW] – $[RETAINER_HIGH] / mo
Ramps M1-M4 as agents come online, peaks while tuned, declines through M12 as the system matures
Infrastructure
$[INFRA_AVG]/ mo avg
$[INFRA_LOW] – $[INFRA_HIGH] / mo
Cloud (VPS or local), hosting, observability · scales as the agent stack grows then plateaus
AI / API
$[AI_API_AVG]/ mo avg
$[AI_API_LOW] – $[AI_API_HIGH] / mo
LLM inference, third-party API fees · scales with agent activity over the 12 months
What's included, every month of operate
The Repo, owned codebase, agents, memory, dashboards (Renoun's property)
Carcin daily executive briefing, yesterday's revenue, today's spend, alerts
10 agents running daily across Shopify, Klaviyo, Meta, Google, GA4
Quarterly leadership review with full performance audit
Single dashboard, one source of truth for the whole stack
Edge-rendered hub site (Cloudflare Workers, sub-50ms)
Direct strategist access
Cancel or scale back any agent or workflow with 30 days' notice
[CLIENT NAME], 12-MONTH ENGAGEMENT 30 22 15 7 0 AGENTS + WORKFLOWS $4k $3k $2k $1k $0 SPEND / MO M1 M2 M3 M4 M5 M6 M7 M8 M9 M10 M11 M12 RETAINER INFRASTRUCTURE AI / API CUMULATIVE AGENTS + WORKFLOWS VALUE OF WORK (compounding)
Three streams, one bill. Retainer ramps through M1-M4 as agents come online, peaks while they're tuned, then declines through M12. Infrastructure scales as the stack grows; AI/API floats with usage. The value of the work jumps fast as foundational agents go live, plateaus while the system stabilizes, then takes off, agents teaching each other, Carcin getting smarter, value compounding past the chart's edge.
Operate-phase month-by-month, agents · workflows · spend
Agent named role Workflow deployed automation · scale or cancel anytime
Month Focus & deployments going live Spend
M1
Foundation goes live
CarcinPaid Media WatchdogDaily executive briefing
$2,200
M2
CRO + bid loop
Shopify CROCart + checkout experimentsMeta + Google budget reallocation
$3,000
M3
Programmatic + creative
Programmatic EngineBid loop + creative testingAnomaly alerts
$3,600
M4
Lifecycle online
Email/SMS LifecycleKlaviyo behavioral segmentsLifecycle sequence refresh
$3,950
M5
Inventory + margin
Inventory + MarginPeak-season forecastingInventory pre-positioning model
$3,950
M6
SEO + content engine
SEO + Content ScannerSEMrush + GSC monitoringPre-peak creative refresh
$3,850
M7
CX + tablet UX
CX TriageGorgias pattern miningTablet UX repair sprint
$3,600
M8
Finance + cohort
Finance + LTV/CohortCohort retention modelCAC payback what-if
$3,300
M9
Social listening + attribution
Social ListeningMulti-touch attribution modelUGC trend → brief
$3,000
M10
Custom intelligence
Custom AI agent (HDT/VibeStop trained)Renoun-specific ski recommenderDPA + giveaway-list retargeting
$2,600
M11
In-season optimization
RenounPro membership lifecycleMid-engagement audit + resetOff-season playbook draft
$2,200
M12
Year-end review + Year 2
Full audit + refreshed roadmapBlister + Reddit + forum monitoringYear-2 sprint plan
$1,900
Total A customized stack of agents and workflows deployed across Renoun's systems · all scalable or cancelable independently ~$[TOTAL_12MO]
09 · The flexibility

Built to bend. Not to lock.

The whole point of The Repo is that it's yours. The whole point of the retainer is that it adjusts. Three guarantees keep both true, at any point in the engagement, you can pause work, scale it back, or walk away with everything we've built.

01
Pause or cancel any agent or workflow, monthly
Each agent and workflow runs on its own line item. Don't need the SEO scanner this season? Pause it. Want to dial back the lifecycle agent to a slower cadence? Done. Changes apply at the start of the next billing month, your retainer adjusts down with the scope.
02
Cancel the whole service with 45 days' notice
No multi-year contracts. No claw-back clauses. If the work stops earning its keep, give us 45 days and we'll wrap up cleanly, final retainer covers the wind-down period, including a handoff document, a final dashboard snapshot, and confirmation that all credentials have transferred.
03
All code & assets are yours, always
Source code, prompts, skills library, memory, configurations, training data, derived data, dashboards, runbooks, everything inside The Repo is Renoun's property from the moment of creation. Hardware (if local) is yours. Cloud accounts are registered to and paid by Renoun directly. The latest version of The Repo is yours to keep, push it to your own GitHub, fork it, give it to another vendor, archive it, do whatever you want. No lock-in clause, no proprietary runtime, no "but our software won't work without our subscription." It's just code, on your infrastructure, doing your work.