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Hey everybody, welcome back to part two, episode five.
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Focused on subscription boxes with our special guest, John Haji.
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Thanks so much for listening. Enjoy.
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There's a lot of facets of logistics
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that play into the post-purchase experience
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that are very important to hone in on.
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Awesome.
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Those are those are great points. I agree.
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You know, our, our job as a, as a partner
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to a lot of these brands in the
subscription box space is to,
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you know, obviously, you know,
we can talk about this is what we do,
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but when it comes down to it is we want to
help create a great customer experience.
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We want to help eliminate as much churn
as absolutely possible.
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You know, surrounding the delivery
experience for, you know, your box.
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Right.
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So I think of, you know, let's think of
a skincare brand.
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Right.
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And how important it is
that if you're on this 30 day
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continuity program where you're
going to run out of supplies,
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that, making sure that your deliveries
come at a very regular cadence,
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it's fulfilled at a very similar time
and also delivered in a very similar timeframe.
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How important that is to make sure
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that you're not losing subscribers,
you know, something like that situation,
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Especially on a
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you made a really good point there too
as well, especially on products that are,
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you know, depletable products
like you want to adhere to a schedule,
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where this product is arriving
every 30 days.
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It's I think the experience
is even more important versus
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a subscription box that is providing some level
like discovery and delight on a product
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where maybe it's not so, so much of a
of a need versus like, a want.
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But for those, those subscription box
companies that have products of
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that are more of a need.
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You know, it's really,
really important to kind of,
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just strengthen
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the experience so that the cadence
that they're expecting is, is on par.
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Absolutely.
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The other thing that I have found is
you talked about,
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you know, milestone tracking updates,
consistent tracking updates.
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So with customer experience comes in.
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And just as the market shifted from,
you know, if we look at pre-COVID
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to, let's call it post-COVID,
you know, the amount of,
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you know, shippers that have transitioned
or are working to transition from a,
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you know, a DDU delivery method
to a DDP delivery method, right?
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And there are a specific set of challenges
with a subscription box
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because of the high SKU count,
typically in each individual order.
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So, that can create a challenge
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for some shippers.
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and again, the purpose of this podcast
is more educational.
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Right?
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But it's for the purpose
of conversation too.
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I have to be able to speak to certain
networks, and that includes our network.
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Right.
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So I look at what we do, even since,
since we stopped
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with, with G box, but we launched our own
Canadian delivery network, right.
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It's it's completely DDP delivery network.
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We now facilities in Mississauga,
Calgary, and Vancouver.
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And what our team, though
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our Canadian team is able to do
is to get a pre set list of,
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you know, not ingredients, but SKUs really
you know of what's inside of each box.
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They can categorize them
and they can, you know,
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classify everything and do it
ahead of time before the actual packages
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are getting to the border
to help with a seamless clearance process.
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So there's no delays in that way.
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But also to be able to say,
hey, we we can't, you know,
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we can't do this, you know, aerosol
or we can't do whatever that might be.
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And I'm saying all this
to lead it back to, and again,
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this is not tooting my own horn,
but it's so important for a brand to,
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it's better than a horse reference
that we've had in the last two episodes.
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Not that he’s tooting his own horn.
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Okay. All right, so.
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But it's. Go ahead. Go on. Please. Go on.
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Cut that one out right there. Yeah.
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So it's better though.
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It's it's so important
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and vital to work with work
with a partner in the logistics space.
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I think that genuinely cares
and is knowledgeable about these things.
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To be able to really help,
you know, again, we're going to
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we're going to work to make sure
that you have a good experience.
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We're going to help
to eliminate as much churn as possible,
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keep that customer as long as possible
by us being a partner to your business.
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and that's where that comes in.
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And I think, you know,
just for the sake of time,
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I want to talk to you a little bit about
what you see in terms of differences,
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with people that make decisions
surrounding logistics
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when it comes to for subscription
box space, you know, let's say a start up,
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maybe a mid-market level,
and then an enterprise level.
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you know, box company
and what that may look like,
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Kind of their thought processes, decision
making when going internationally?
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Yes. Yeah.
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I think on the startup side of things,
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they're very much thinking,
let me just get my feet wet and,
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and churn it out.
Yeah, that's right.
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That's, that's their typical...
It’s about survival,
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and let's make it happen.
Yeah.
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Yeah, and honestly the advice there too
is because you touched on it is
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no one really should be entering
internationally unless they've done their,
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unless they've done
like rigorous research on
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shipping internationally when it comes
to like costs, the products inside,
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Right.
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Like while the box for a lot of folks
is one single SKU,
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there are multiple different SKUs
within that box and multiple different
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products within the box that have
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different, maybe harmonization codes,
and there's different rules
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and regulations around
the different products inside that box.
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So before anybody enters
in internationally,
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even as a startup,
they should be researching that.
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But I think startups are
always just thinking,
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let me just get into international,
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once they start to get to that mid-level
range, and even in the enterprise, it's
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it's very easy on the
operations side of things.
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And I was very guilty of doing this.
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I don't want to use the word guilty
in a negative way.
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Is that like we're always looking at,
you know, cut costs somewhere
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and finding the best carrier
who's going to help us cut costs but also
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deliver on transit times, who's
also going to understand the subscription
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industry to help us mitigate
these risk of when these boxes
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are coming over the border.
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So, mid-level and enterprise I,
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I'm going to package them
together because I think
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they're always thinking about that.
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Right. It's, it's the costs.
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It's well, I'm experiencing issues
with, with our packages.
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Maybe the costs are fine,
but when they're coming into the country,
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they're not moving as quickly
or we're coming up where
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we're having issues at the border.
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And so finding the right partner who's
going to help mitigate all those risks
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and who understands the industry,
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and understands
the nuances of a subscription box,
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is going to come into play
for a lot of those, those brands.
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Yeah.
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Go ahead.
So that's a great point.
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I had a... I wanted to ask your opinion.
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So you've been doing this
a long time, obviously.
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The clients’ behavior
or anything or their customers,
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what has changed your opinion
from when this first started out,
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when you were in the beginning is
what has changed in the market, in your opinion?
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Anything? Any kind of buying
behaviors has changed?
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Cause I... when I was at UPS,
we had a lot of these companies,
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and in some the cadence
was the first to the fifth,
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they would ship.
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Then the other group would ship
the eight to the 10th and whatever, and
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but during COVID,
it kind of slid a little bit
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because the transit expectations
were longer. Right?
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And that was a tough time
for subscription boxes.
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But it was good.
A lot of people were home.
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But I'm just curious, what,
in your opinion, has changed? Anything?
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In the market of what
the expectation in this sub space?
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Yeah.
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Well, you know,
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I think there's a lot of things
that there's a couple different thing
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that changes, you know,
where it was very much
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the subscription box space,
at least when we started off,
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it seemed like there were
more boxes out there
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that were all about discovery
and delight of different products.
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And they would have
this, you know, bulk renewal,
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has shifted to
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especially when COVID hit, it was,
you know, everyone, everyone
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didn't realize how many subscriptions
A. they had to begin with.
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Everyone always says they have like four...
Exactly, exactly.
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...four subscriptions.
I have a friend of mine has eight of them. Eight!
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She has eight of them.
Yeah.
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Yeah.
That's a lot of money a month.
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Yeah, right.
Right Sharvon?
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Nah, I'm just kidding.
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Yeah, it's it's it's crazy
when people kind of back
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into their finances and realize
how many actual subscriptions they have.
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So then they start to, to cut back at,
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okay, which ones do I keep,
which ones I don't.
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And I think the ones that
were more of a
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need stayed, versus the ones that
were just kind of a want,
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so, you know, I'm subscribed
to a couple of subscriptions.
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One is an air filter for my,
for my AC system.
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Every three months I get a filter sent to my...
You’re living...
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You're living that husband and dad life.
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Okay, you got to take care...
I don’t have to jump in my car,
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I don't have to go to the local Home Depot.
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and grab an air filter.
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But that's something that you need
to replace every single month.
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Right.
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And, you know, no one thinks about those,
those subscriptions, but,
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you know, there's been a shift in the type
of subscription that you purchase, ones
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that are maybe a little bit
more of a, of a need than a want.
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And then also has shifted
a lot in subscription box
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companies is the ability
to offer the consumer this flexibility
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to manage their subscription
with a little bit more autonomy.
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Right.
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So making it easier for them
to log into their accounts,
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if they don't want the box this month
to put it on hold, pause it, skip a month.
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giving them the kind of
the flexibility to say,
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you know, you don't have
to subscribe this month.
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And that kind of actually helps
increase the LTV on the consumer
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because they don't have to
they don't think that, okay,
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I have to go through this
daunting process of canceling right now
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because they've given me this flexibility
of just pausing it this month.
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And you're more likely to save
that customer by offering the flexibility
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to manage their subscription
with a little bit more autonomy.
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And that's something that we're seeing
more with subscriptions as well.
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So you... that's a good point
because it's mostly apparel, right?
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Like I know a couple of large...
Could be skincare, could be apparel.
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You can go in and pause.
A couple of large ones...
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Typically what will happen is
you'll get a notification,
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it'll say, hey, we're preparing your box
or we're doing something like that,
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you know, limit, you know,
want to modify any changes.
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You can go in and you can change.
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Very cool functionality.
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So John, I know we're
getting close on time.
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We are?
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JW, we are.
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So so let's we're going to bring it
home here. So here we go.
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So a couple things I wanted to share,
some statistics for the listeners out there.
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I know you know I love dropping a little knowledge.
Here we go.
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No, in the last podcast we put out
or maybe the one before that
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I can't keep track.
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But John, think about these
numbers real quick.
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The UK
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e-commerce market in
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2023 is valued at $169 billion.
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Canada valued at $44 billion.
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Australia sits at about $45 billion.
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Okay, so we're looking at,
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just a tremendous amount of money there.
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You're not going to add it up?
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But no, no, no,
I'm not going to add that up right now.
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But...what I want to...
Did you say UK at 169?
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UK at 169 and Canada at 44?
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Yes. Canada's ninth largest...
Canada's ninth largest e-commerce market.
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UK is the third largest.
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It's China, US, UK.
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And then there's country... because we
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one of the podcasts we recorded
previously focused on Canada, UK, Australia.
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So that's why I'm talking about these.
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And as Asendia USA,
our our largest export countries,
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for our business is Canada, Australia, UK.
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And that's why we're focusing on them.
Yeah. So, but for us,
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as an organization, our largest partner
for export is Canada.
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And that's what we focus on more.
But anyway, let's
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so, shifting over here real quick,
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if you can give us two minutes,
I just want to know,
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I think probably for my
own personal knowledge is,
00:11:26:12 - 00:11:30:14
what are a couple bullet points,
biggest challenges facing subscription
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box companies just going into this year
or throughout this year?
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I know I'm hitting you
with the good stuff.
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As it's related to logistics or as a whole?
No, just in general.
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In general.
I would say growth strategy. Right?
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I mean, you know, it's
running business, right?
00:11:47:13 - 00:11:48:01
Yeah.
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One...the one and two punch that everyone is always
focusing on is acquisition and retention.
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So how do we better acquire customers?
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And especially since
00:11:57:04 - 00:12:00:04
sometimes, you know, paid
media could be such a volatile market,
00:12:00:06 - 00:12:03:11
one day you acquire a customer at $10
one day or acquiring a customer at $100.
00:12:04:02 - 00:12:07:04
So it's making sure that
on the acquisition side of things, you're
00:12:07:04 - 00:12:11:05
balancing it well enough across
a diversified set of channels
00:12:11:08 - 00:12:14:05
to acquire customers
and lower your cost to acquire them.
00:12:14:05 - 00:12:15:13
That's always been a challenge.
00:12:15:13 - 00:12:19:00
A lot of folks are,
a lot of merchants are always focusing on.
00:12:19:05 - 00:12:22:05
And then, of course,
you know, retaining them.
00:12:22:07 - 00:12:25:09
You know, when acquisition is so volatile
and costs are through the roof,
00:12:26:10 - 00:12:29:05
you have this, this loyal customer
base, who,
00:12:29:05 - 00:12:33:02
who are who's already purchased from you,
who's already engaged with you.
00:12:33:07 - 00:12:36:07
And so you want to make sure
that you're nurturing those relationships
00:12:36:11 - 00:12:40:05
and providing an amazing experience
even after the fact, because those are
00:12:40:05 - 00:12:43:05
the ones who know your brand, who have
been loyal supporters of your brand.
00:12:44:09 - 00:12:47:10
So it's focusing on how to
better retain them
00:12:47:10 - 00:12:52:02
and just enhance the experience for them
as they are part of your community
00:12:52:02 - 00:12:56:02
and your brand for as long as they are,
because of course that increases LTV.
00:12:56:02 - 00:12:59:01
So, those are probably the two one
and two things to focus
00:12:59:01 - 00:13:00:09
is on a better acquire customers,
00:13:00:09 - 00:13:04:03
but then also, once you do, it's making
sure that you're retaining them,
00:13:04:07 - 00:13:08:03
to increase LTV and just nurturing them
and creating a better experience for them.
00:13:09:02 - 00:13:11:12
Okay.
Hey John. Hey John. Two questions.
00:13:11:12 - 00:13:13:03
What do you think's acceptable churn?
00:13:14:08 - 00:13:15:13
Percentage?
00:13:15:13 - 00:13:18:12
In your opinion.
00:13:18:12 - 00:13:21:05
Six... 6 to 8%.
00:13:21:05 - 00:13:22:03
Wow. That's pretty good.
00:13:22:03 - 00:13:26:05
And then the thing... what's the
average length of a sub box
00:13:26:05 - 00:13:28:04
keeps the customer?
LTV?
00:13:28:04 - 00:13:29:05
Yeah.
Lifetime Value.
00:13:29:05 - 00:13:32:05
Yeah, how long? *cough* Sorry.
00:13:32:10 - 00:13:33:04
Great question.
00:13:33:04 - 00:13:38:09
And obviously I think it varies depending
on the industry the actual box is in.
00:13:38:12 - 00:13:39:01
Right.
00:13:39:01 - 00:13:42:15
You're going to see again going back to
products that are depleteable and replenishable.
00:13:42:15 - 00:13:45:12
I bet the consumer that is subscribed
to Dollar Shave Club
00:13:45:12 - 00:13:50:09
or Harry's Razor has a much greater LTV
and they've received many more boxes
00:13:50:15 - 00:13:55:05
than let's say a Gentleman's Box,
because after so many months
00:13:55:11 - 00:13:57:15
you can love the socks
and the ties in the box,
00:13:57:15 - 00:14:00:03
but your sock drawer
gets full, right?
00:14:00:04 - 00:14:01:12
Not this guy. Never quit.
00:14:01:12 - 00:14:02:04
Never quit.
00:14:02:04 - 00:14:05:00
Not Nick. Nick was our...
So what do you think about...
00:14:05:00 - 00:14:05:08
Nick was our...
00:14:05:08 - 00:14:07:04
What do you go, him? No, no.
00:14:07:04 - 00:14:09:01
Come on.
Nick was a subscriber for years.
00:14:10:00 - 00:14:11:01
Right?
Years!
00:14:11:01 - 00:14:12:03
Years.
A lot of socks my friend.
00:14:12:03 - 00:14:14:04
He was an outlier.
I’m surprised you didn’t change your strategy then, why...
00:14:14:04 - 00:14:16:15
Yeah he was...he was an outlier.
He’s afraid of me.
00:14:16:15 - 00:14:20:09
And then you have any of the subscription
box that are monthly versus quarterly.
00:14:20:09 - 00:14:21:09
So. Right.
00:14:21:09 - 00:14:23:14
The the box count,
the LTV count is much different.
00:14:23:14 - 00:14:26:01
And then there's
pricing that plays into it as well
00:14:26:01 - 00:14:29:02
where some boxes are $9.99
all the way to $159.
00:14:29:02 - 00:14:32:03
So there's obviously, a lot of different
factors that play into it.
00:14:32:03 - 00:14:34:07
But I would say
00:14:34:07 - 00:14:38:01
kind of general rule of thumb for anybody
that has a subscription box
00:14:38:01 - 00:14:41:13
and is looking to generate high LTV
on their subscription box,
00:14:42:02 - 00:14:44:02
it's about thinking about those products
00:14:44:02 - 00:14:47:02
that are going to fall
into this kind of category of,
00:14:47:04 - 00:14:49:09
you know, continuity
where you need to get it more and more.
00:14:49:09 - 00:14:52:09
You're going to see that the consumer
is going to stay on much longer
00:14:52:09 - 00:14:53:12
with those type of products
00:14:53:12 - 00:14:57:12
than something that is more of like,
you know, a discover and delight product.
00:14:58:00 - 00:14:59:11
And if you are a discover
and delight product,
00:14:59:11 - 00:15:03:07
make sure you're focusing on delivering
an amazing experience, building an awesome
00:15:03:07 - 00:15:05:02
community, engaging with the person.
00:15:05:02 - 00:15:08:03
And that's going to help kind of offset
and create better LTV for them.
00:15:09:01 - 00:15:10:00
Okay. All right.
00:15:10:00 - 00:15:11:12
Well, this has been fantastic.
00:15:11:12 - 00:15:13:06
I want to highlight...
Are you cutting him off?
00:15:13:06 - 00:15:15:13
Well he's got to go to a meeting,
I'm sure.
00:15:15:13 - 00:15:17:11
So we've got the sign behind him
00:15:17:11 - 00:15:22:15
that for the show that that he has been
running and started and founded for years.
00:15:23:01 - 00:15:27:02
SubSummit in Dallas,
June 17th through 19th, 2024.
00:15:27:06 - 00:15:29:06
Be there. Don't miss it.
00:15:29:06 - 00:15:31:05
And then I just want to thank you,
John, for your time.
00:15:31:05 - 00:15:34:05
We both do, to talk today
to today's listeners about the
00:15:34:05 - 00:15:36:08
do’s and don'ts of shipping
subscription boxes internationally.
00:15:36:08 - 00:15:40:13
We went on an adventure, a journey.
We talked a lot about just holistic industry stuff.
00:15:40:13 - 00:15:42:15
But thank you so much for your time.
00:15:42:15 - 00:15:44:10
Yeah. John, Nick,
thank you so much for having me on
00:15:44:10 - 00:15:45:12
and allowing me to share my knowledge.