MATT EPSTEIN
Mastering Membership
The Guide to Loyalty, Retention, & Transformational Subscription Growth
About Matt Epstein
Mastering Membership breaks down the systems behind the best membership businesses—what to build, what to measure, and how to execute—so teams can turn retention into their most reliable growth lever.
Matt is available to join podcasts, write articles for newsletter, and speak, both virtually and in-person. Example topics include:
Matt Epstein is a membership growth leader with 20+ years of experience scaling subscription and loyalty businesses at Amazon, Walmart, and SiriusXM. He helps teams turn subscriptions into true memberships by improving the end-to-end lifecycle—from acquisition and onboarding to engagement, retention, and advocacy.
He is currently Partner and Growth/GTM Lead at LF Partners, a fintech-focused advisory firm affiliated with QED Investors.
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Membership isn’t a marketing tactic—it’s your operating system
Why the best programs win through a system (journey + metrics + cadence), not one-off campaigns. -
The Membership Flywheel™: why partial fixes never scale
Angle: Small improvements at every stage compound; ignoring one stage (like onboarding) taxes every other stage. -
Stop over-funding acquisition: retention is the cheapest growth lever
The math of retention vs. acquisition—and how to reallocate effort to the highest-leverage stages. -
Onboarding is destiny: time-to-value determines renewal
First 7–30 days predict everything; how to design onboarding around behaviors and value moments (not welcome emails). -
Graceful exits & winbacks: how to lose customers and still win
Respectful cancellation + smart winback sequencing beats punitive friction (and protects brand + lifetime value). -
Org design for recurring revenue: owners, accountability, & cadence
Name an owner for every stage of the lifecycle; build rhythms, dashboards, and decision-making that keep the flywheel turning.