Beauty
Client
Bobbie
Industry
Services
Subscription Architecture (ReCharge Affinity)
Custom Quiz Development
Lifecycle & Retention Strategy
Ongoing Development Support
Tech partners
Shopify Plus
ReCharge (Subscriptions & Affinity)
Klaviyo (Lifecycle & Retention)
Presidio partnered with Bobbie to optimize its Recharge-powered Shopify subscription infrastructure, combining Recharge Affinity enhancements with a custom onboarding experience to improve first-time subscription conversion and long-term retention. As subscription volume scaled, the focus shifted toward strengthening recurring revenue architecture - aligning onboarding, cadence logic, and account management flows to reduce churn and support predictable lifetime value growth.
Recurring Revenue & Subscription Infrastructure Overview
Bobbie operates as a high-growth, subscription-first infant formula brand built on trust, predictability, and consistent delivery. In an essential category, the ecommerce experience must minimize onboarding friction, clearly define product fit and delivery cadence, and provide flexible subscription management to support long-term customer confidence. As subscription volume increased, Bobbie required a more structured recurring revenue infrastructure within Shopify and Recharge - one that optimized subscription onboarding, strengthened retention strategy, and aligned cadence logic with real-world consumption behavior to protect lifetime value.
The Challenge: Why Subscription Optimization Was Needed
As Bobbie’s subscription volume scaled, onboarding and retention gaps began limiting recurring revenue performance. Subscription onboarding lacked structured personalization around age, stage, quantity, and cadence, creating friction at entry and reducing subscription conversion efficiency. At the same time, subscription management flows did not fully align shipments with real consumption behavior, contributing to avoidable churn driven by delivery misalignment. Recharge Affinity capabilities were underutilized, and subscription edit flows introduced operational strain that could have been resolved through more structured subscription infrastructure.
Our Recharge & Shopify Subscription Optimization Strategy
Presidio implemented a dual-track roadmap focused on subscription personalization and backend infrastructure refinement within Shopify and Recharge. On the frontend, we developed a custom onboarding quiz to guide parents through formula selection and cadence configuration, capturing zero-party data to support subscription conversion and long-term retention strategy. On the backend, we optimized Recharge Affinity flows, refined cadence modification UX, stabilized recurring billing logic, and enhanced account portal visibility - empowering self-management while reducing churn caused by shipment misalignment.
Increased subscription onboarding clarity and conversion efficiency
Enhanced zero-party data capture to support lifecycle retention strategies
Reduced churn through improved cadence alignment and delivery timing logic
More intuitive subscription edit and self-management experiences
Lower operational strain from subscription modifications
These improvements strengthened Bobbie’s recurring revenue foundation, improved subscription retention performance, and created a more scalable Recharge-powered Shopify infrastructure.
Bobbie now operates on a scalable, subscription-first Shopify and Recharge foundation built to support predictable recurring revenue growth and long-term customer retention. Ongoing optimization centers on lifecycle experimentation, retention incentive testing, and continuous refinement of onboarding personalization and cadence logic - all designed to maximize lifetime value and strengthen subscription retention performance over time.
Apparel
Good Good Golf
Client Story
Visit store
Health
CPG
HealthyBaby
Client Story
Visit store
Apparel
The GREAT.
Client Story
Visit store
Beauty
Acure
Client Story
Visit store
Apparel
NOBULL x TB12
Client Story
Visit store
Beauty
OUAI
Client Story
Visit store
Food Beverage
OLIPOP
Client Story
Visit store
Beauty
Credo Beauty
Client Story
Visit store
Health
Supplements
Bobbie
Client Story
Visit store
Apparel
KHY
Client Story
Visit store
Ready to hit your profit targets?
Take control of your Shopify storefront by booking a call today.
