Responsibilities

• Auditing and correcting analytics/tracking (GA4, Meta Pixel/CAPI, Clarity, Shopify Customer Events/Web Pixels), defining a v1 event taxonomy, building a GA4 funnel, and setting up a UTM/naming convention plus baseline snapshot before launch.
• Building or repairing Klaviyo email/SMS lifecycle flows (up to 18 emails and 6 SMS in scope): welcome, browse/cart/checkout recovery, post-purchase/replenishment, reviews, subscription lifecycle, national waitlist, and practitioner/referral. Priority: an itemized weekly subscription reminder (delivery day, order contents, edit deadline, portal link).
• Auditing/configuring Appstle (cadence, dunning, pause/skip/cancel) and Okendo (reviews, verified-purchase, moderation) and verifying referral/practitioner attribution persists from tracked link through purchase to reward record. (Google reviews can’t be synced on-site per Google policy — any used as testimonials must be manually curated.)
• Consent and deliverability: correct email vs. SMS consent handling, transactional-vs-marketing ownership, unsubscribe/suppression, domain authentication — no patient records, lab data, or PHI enters any of these systems.
• Configuring Shopify's single native login for gated experiences: practitioner tag-based access, native B2B wholesale company profiles/pricing/reorder, and a VIP tier badge — no new authentication system, and no HIPAA-related lab-data handling (that stays out of scope, advisory-only).
• An Odoo readiness memo (functional split of what could move to Odoo later) — Odoo itself is advisory-only; no Odoo setup, migration, or integration is part of this engagement.

Requirements

• Hands-on Shopify/Klaviyo lifecycle specialist who personally implements, tests, documents, and troubleshoots — not a strategist who delegates the technical work.
• Direct experience with Shopify Customer Events/Web Pixels, GA4 ecommerce, Meta measurement, Klaviyo flows/segments/SMS, consent-aware implementation, and real test transactions.
• Subscription DTC experience with Appstle (or comparable), a reviews/UGC system like Okendo, and a Shopify referral/affiliate solution.
• Comfortable configuring Shopify's native B2B company-account features and tag-based content gating.
• Strong systems judgment: builds clear sources of truth, prevents duplicates, avoids unnecessary apps/custom code, documents limitations, and pushes back on unsafe or unrealistic requests.
• Clear, non-technical documentation and training skills. Shopify-to-ERP handoff planning experience required; Odoo familiarity preferred, not mandatory.

Preferred

• Odoo familiarity preferred, not mandatory.