How Learning with Kelsey uses HAM to preserve customer data continuity across platform migrations


When Learning with Kelsey migrated to a new subscription platform, the goal was to create a more flexible and scalable experience for their growing customer base. As the business continued to expand, the team also needed to ensure they could maintain a continuous view of customer behavior and historical performance across systems.
Following strong growth, the team was looking for better indicators to guide what to focus on next and how to prioritize across the business. They needed a clearer understanding of performance, both at the customer level and from a financial planning perspective.
HAM allows Learning with Kelsey to unify their data, driving immediate impact across both performance visibility and financial planning.
At the data layer, HAM stitches together previously fragmented systems, allowing the team to track conversions and subscriber behavior seamlessly over time. Even as tools evolve, they maintain a continuous view of how customers move from initial conversion through subscription. This enables a more complete understanding of performance, rather than relying on isolated, platform-specific views.
At the financial level, HAM provides the finance team with greater visibility into how the business is trending and what to expect going forward. With a more connected dataset, subscriber behavior, retention patterns, and conversion dynamics can be translated into clearer forward-looking insights, supporting more confident planning and forecasting.
Today, Learning with Kelsey operates with a unified view of performance. Marketing, growth, and finance are all working from the same underlying data, making it easier to understand what is happening in the business today and where it is headed next.
"Two things stood out immediately after implementing HAM. First, we're able to stitch together our data and track conversions and subscriber behavior seamlessly, even after migrating platforms. Second, our finance team now has much clearer visibility into where the business is headed and what to expect going forward."
Learning with Kelsey is an at-home educational subscription box company offering hands-on, screen-free curriculum across four product lines – Toddler, Preschool, Kinder Prep, and Craftivity – designed to help parents connect with their kids while building early literacy and developmental foundations.
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