The Playbook for Scaling Care Without Slowing Down

A breakdown of the system Isaac Lewin created to turn everyday customer interactions into long-term loyalty, even with a small team and limited resources.

Hey everyone,

Welcome back for another bite to chew on.

There’s a part of your business that touches every single customer, yet almost no one treats it like a growth lever: customer service.

For Country Life Natural Foods, it became the centerpiece of retention.

When Isaac Lewin, Director of Sales & Business Development, joined the 40-year-old Michigan-based company, the brand had loyal customers but a scattered system. There were no automated flows, no consistent inbound process, and no reliable way to follow customers after their first purchase.

So he built a system that blended process with personality.

He calls it the Automation-to-Empathy Loop: a cycle built to scale care without slowing down.

It runs on four steps: Automate → Personalize → Respond → Learn → Repeat.

Let’s dive into how each works. 

On the Menu

  • Automate: Build a First Touchpoint That Never Drops the Ball

  • Personalize: Design Touchpoints Customers Actually Feel

  • Respond: Let Your Actions Do the Marketing

  • Learn: Let Data Shape How You Serve

1️⃣ Automate: Build a First Touchpoint That Never Drops the Ball

You have leads coming in from forms, emails, or DMs—but you lose track of them. You spend more time chasing messages than closing them.

Sound familiar? 

That was Country Life before Isaac arrived. Wholesale customers would email or call to place bulk orders, and the team would manage everything manually. 

Without a centralized system, leads went missing and conversations stalled before they started.

Isaac’s first move was to build an automated inbound flow that worked without new software.

  • He added a Wholesale Inquiry Form on the site using Shopify

  • That form synced to Klaviyo, which sent an immediate thank-you email to confirm receipt

  • Klaviyo also tagged each new contact as “Wholesale – New Lead”

  • A daily notification went to Isaac, reminding him to follow up personally within 24 hours

Automation did not replace the personal follow-up. It guaranteed it happened. 

Within months, more than 200 new business accounts came through the form.

It wasn’t complex automation. It was consistency. By using tools the team already had, Isaac created a reliable entry point for new customers without spending on ads or additional software.

If you are still tracking inquiries manually, start here:

  1. Identify your highest-intent entry points: forms, chat, Instagram DMs

  2. Set up an auto-confirmation so no lead waits in silence

  3. Use your CRM or ESP to alert a real person for the next step

Automation is not about removing people from the process. It is about removing the friction that keeps them from showing up. 

The easier you make it for your team to respond, the faster trust starts to build.

You’re paying to get shoppers to checkout. Why isn’t checkout paying you back?

You spend real money getting shoppers to checkout, then let that high-intent moment do nothing but process a payment. In a margin-tight world, that’s money left on the table.

Meet ROKT Pay+: a new way to monetize the moment of payment. Safely.

ROKT Pay+ from Aftersell by Rokt adds one clean, on-brand banner at checkout, highlighting payment methods you already offer (PayPal or Apple Pay) near your payment options. That helps shoppers choose a fast, familiar way to pay. No redirects. No extra steps. Just guidance that feels useful to customers and pays you on completed orders.

It's a lightweight Shopify integration that takes minimal effort to test and scales fast once you see results. Think of it as monetizing intent instead of chasing attention.

Jones Road, Obvi, Primal Queen, Raycon, and Carnivore Snax are already using Rokt Pay+, getting +$0.15–$0.25 in pure profit per order with no negative impact on conversion rate.

See what ROKT Pay+ could add to your volume!

Book a quick demo with the Aftersell by Rokt team and get a $200 thank-you gift card for your time.

Offer available to U.S.-based Shopify merchants with $5M+ site revenue.

2️⃣ Personalize: Design Touchpoints Customers Actually Feel

After the basics were automated, Isaac shifted focus to what makes customers feel seen. 

Country Life’s customer base ranges from small businesses to families who have been buying their food for generations. The product itself; nuts, grains, bulk food, isn’t flashy, so the only way to stand out was to make every order feel like it came from a friend.

He designed a system that layered human touch on top of automation:

  • After a first order, new customers received a handwritten PostPilot postcard with a team photo and a thank-you note

  • After the third or fourth purchase, a Klaviyo flow celebrated loyal buyers with a small reward and a short message from Isaac

  • When members canceled their subscriptions, he called personally to learn why

Those steps work because they create surprise. Most brands send another email; Country Life sends a person.

These touches are small, but they’re intentional. The automation creates space for Isaac and his team to do the things that matter most: talk to customers and make them feel seen.

Think about how your brand shows appreciation. 

  • Choose one customer milestone that deserves recognition

  • Replace an automated message with a real gesture: a postcard, short video, or phone call

  • Track the engagement that comes from those moments; you will see retention lift where customers feel connection

Even one thoughtful action can shift how your brand is remembered.

3️⃣ Respond: Let Your Actions Do the Marketing

Customer service at Country Life is guided by one rule: fix it fast and take care of people. 

The team runs on a refund-first policy. If something goes wrong, the default action is to replace the order or issue a refund immediately. No debate, no approval chain.

That might sound small, but it changes how people perceive the brand. 

Because the company sells food, mistakes are personal. A wrong product, a delay, or damaged packaging affects a family’s meal or a small store’s inventory. Fast resolutions build loyalty faster than any discount code.

To keep the process consistent, Isaac connected service data back to Klaviyo. Every issue is tagged by type—shipping, quality, billing—and once resolved, that tag updates the customer’s record. A follow-up message goes out a few weeks later to check in, turning what could have been a one-time fix into a relationship.

A few ways you can replicate this mindset:

  1. Write a single, clear rule that everyone in customer service can act on immediately

  2. Give your team permission to solve problems fast rather than escalate them

  3. Build a list of “resolved customers” and surprise them later with early access or a thank-you note

Over time, this mindset has turned frustrated buyers into lifelong customers. It also improves retention metrics because it creates confidence: people know the brand will make it right.

Trust grows fastest when you do what other brands delay.

4️⃣ Learn: Let Data Shape How You Serve

The last step of Isaac’s loop is where service turns into strategy.

Every ticket, call, and review becomes data.

Country Life uses Klaviyo as its single source of truth, tracking behavior across orders, refunds, and memberships.

Each insight feeds a real adjustment. 

For example, the team noticed that customers who reached their fourth purchase tended to stay for years. They used that pattern to build campaigns that encouraged customers toward that milestone with timely reminders and small moments of appreciation. They also tracked which products drove the most repeat orders and scheduled replenishment reminders based on typical usage cycles.

This continuous learning keeps the brand from guessing. Patterns become visible, and the team can adjust flows, messaging, and timing based on what customers are actually experiencing.

The lesson here is simple: if you don’t feed what you learn back into your systems, your service never compounds. 

Every time your team solves a problem or answers a question, capture that information. Tag it, track it, and use it to inform how you market and communicate next time.

Quick Start

  1. Write down five repetitive tasks you or your team handle manually

  2. Automate one of them this week using tools you already have

  3. Use the time you save to call or personally thank one customer

Sum It Up

Growth rarely breaks because of weak strategy. It breaks because the systems underneath are disconnected.

Isaac’s loop works because every part of it: automation, personalization, response, learning, feeds the same goal: build momentum instead of starting from zero every time.

Customer experience becomes scalable when you treat it like infrastructure, not improvisation.

Every automated trigger, personal gesture, and feedback tag is a small piece of structure that makes your next customer easier to serve.

That is how you turn service into a growth channel. By building a system that remembers.

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All the best,

Ron & Ash

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