Operators
Sean Frank, Mike Beckham, Matt Bertulli, and Jason Panzer

Latest episode
218 episodes
- “You almost feel stupid buying the product as a one-time customer.”
Why do some subscription brands retain customers and stack LTV while others lose them?
Matt Bertulli (CEO, Pela & Lomi) and Cody Plofker (Advisor & fmr. CEO, Jones Road) sit down with Aidan Thibodeaux (CEO, Skio) and Bernard Meyer (AI Operations Manager, Omnisend) to ask the questions every subscription brand needs answered.
Aidan argues that the offer matters more than anything else. He pushes quarterly plans and free gifts over discounts. Discounts train customers to wait for deals. He sets targets of 65% or higher for subscription take rate, 80–90% retention into the second order, and 35% at six months.
Bernard lays out the post-purchase basics, including a welcome email that sets expectations and check-ins after delivery. The group also debates when to ask for reviews, roasts Winks’ current buy box, then closes with quick skip buttons, subject line tests, and win back emails built on cancel flow data.
The question every subscription company needs to answer: What exactly are you promising a subscriber with recurring orders?
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Omnisend
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TBAR Partners
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Operators Newsletter
https://9operators.com/ How First Day’s Founder Alice Li Built a 9-Figure Kids Vitamins Brand From One SKU
24/09/2026 | 1h 22 mins.How did First Day raise $1M and then build a 9-figure brand?
Alice Li (Founder & CEO, First Day) joins Matt Bertulli (CEO, Pela Case & Lomi) and Jason Panzer (President, HexClad) to unpack how she has sold over half a billion gummies and built a family wellness empire around kids’ vitamins.
After years of turning down retailers, First Day launched nationwide and became the number one kids vitamin in the country.
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https://www.getsaral.com/special-guided-walkthrough-for-operators- “The best Black Friday offers don’t just increase orders, they increase AOV.”
Sean Frank (CEO, Ridge), Matt Bertulli (Founder, Pela Case x Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) share the Black Friday & Cyber Monday tips they rely on every year. Every tactic comes from hard-won experience over decades of combined holiday wins and losses.
They break down why every Black Friday deal needs a backup, sometimes even a worse one, ready to launch. Mike explains why spotlight bias makes old creative beat anything new. Matt shares the upsell that added a million dollars. Small moves like these are what separate a good quarter from a record one.
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Operators Portal
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Operators Newsletter
https://9operators.com/ - “The amount of effort that we put in to start does not have any meaningful correlation with the success at the end.”
When you get delayed and deprioritized by your co-manufacturer, your timeline slips by almost a year, and you still have zero sales, what do you have to show for 18 months of work?
Matt Bertulli (CEO, Pela & Lomi), Mike Beckham (CEO, Simple Modern), Sean Frank (CEO, Ridge), Curtis Christopherson (Chief Growth Officer, Ammortal), and Cody Plofker (Advisor & fmr. CEO, Jones Road) reunite one month from launch to close the loop on everything that went wrong.
Physical product is in hand. Five thousand units for their very first purchase order. Now, the hard part.
Sean raises the question nobody wants to answer: is powder still the right format in 2026? Mike does the math on what 14,000 families means for a nine-figure exit. Cody challenges the team to hit $200 CAC in month one. Then drop it to $100.
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Aftersell
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Runneth
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Omnisend
https://9ops.co/omnisend
Richpanel
https://9ops.co/richpanel
Operators Portal
https://portal.9operators.com/dashboard
Operators Newsletter
https://9operators.com/ - “We were not going to make payroll next week.”
How did three ecommerce CEOs turn rock bottom into their biggest lesson?
Matt Bertulli (CEO, Pela Case & Lomi), Mike Beckham (CEO, Simple Modern), and Curtis Matsko (CEO, Portland Leather Goods) each share the darkest moment of their ecommerce careers. What came after built the self-awareness that changed how they lead.
Curtis walks through the week Wells Fargo pulled a $20M line of credit after Silicon Valley Bank collapsed. Matt breaks down the hubris that nearly cost him payroll one Christmas. Mike shares the night a two-year venture fell apart. Their comebacks outweighed the crises, driven by a growth mindset none of them had before.
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Richpanel
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Fulfil
https://9ops.co/fulfil
Northbeam
https://www.northbeam.io/
Black Friday Resources
https://www.9operators.com/black-friday
Operators Portal
https://portal.9operators.com/dashboard
Operators Newsletter
https://9operators.com/
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About Operators
In the world of ecommerce, a legendary text group is rumored to hold the secrets to unimaginable success. The catch? You must have nine figures in revenue to gain entry. The world’s biggest brands have denied its existence for years, until now. Four titans known as the “Operators” are leaking the secret contents in an effort to share its wealth of knowledge with people like you. Sean Frank (CEO, Ridge), Jason Panzer (President, HexClad), Mike Beckham (CEO, Simple Modern) & Matt Bertulli (Founder, Pela Case x Lomi).
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