The Shopify App Show
Subscriptions are the holy grail if you get them right: recurring revenue from your best customers. Gavin Ballard has spent 15 years tackling the hardest problems in the Shopify ecosystem, founded Disco Labs, and now runs Submarine — the platform powering subscriptions, memberships and pre-orders for some of the most complex Shopify brands out there. This chat's timely - Gavin just got back from Sub Summit in Kansas City (the only conference dedicated entirely to subscription commerce), and Recharge just aquired Skio for $100M, a massive deal in thhe Shopify Subscriptions space. We get into why slapping a "subscribe" button next to "add to cart" doesn't work anymore, what AI is actually unlocking (A/B testing your cancellation flows in real time, infinite personalisation segments that used to be impossible), and why you're not just competing with other Shopify subs — you're competing with Netflix, Spotify and every other line on your customer's recurring bill. If you run a store, build apps, or you're an agency talking to merchants about retention — this one's loaded. Bonus: The Shopify Subscriptions Playbook [https://theshopifyappshow.substack.com/p/the-shopify-subscriptions-playbook] goes with this episode. Sponsor: The Support Heroes [https://www.thesupportheroes.com/] — trained Shopify support specialists who plug into your help desk, learn your brand voice, and handle your tickets like they actually give a shit. Tell them I sent you. And one from me — Product Pelican [https://apps.shopify.com/product-pelican]. Audits your whole product catalog, finds the gaps — missing alt text, weak descriptions, uncategorised products, FAQ generation — and helps you fix them in bulk. Free to try or HMU for a demo! In this episode * What Gavin learned at Sub Summit in Kansas City * Why "add subscribe button" isn't a subscription strategy * You're competing with Netflix, not just other Shopify stores * AI unlocking infinite personalisation segments * A/B testing your cancellation flows in real time * The Recharge–Skio deal and what it means * Build vs buy your own subscription platform * Memberships — the Qantas and Costco model * How to actually get a subscription program off the roadmap Chapters 0:00 Intro 1:37 Recap of SubSummit Kansas City 4:34 Why merchants get subscriptions wrong 6:39 You're competing with Netflix, not other stores 8:04 AI in the subscription space 8:57 The personalisation segments AI unlocks 12:01 A/B testing your cancellation flows 13:39 Sponsor — The Support Heroes 13:59 The Recharge–Skio acquisition 15:49 Where Submarine sits in the new landscape 18:36 Build vs buy your subscription platform 21:29 Where AI actually adds value — connectors and custom logic 23:23 Membership programs vs subscriptions 24:03 The Costco & Qantas models 26:13 What makes a membership program actually work 27:55 How to get started if it's been on your roadmap for years 30:34 Wrap up 31:46 Product Pelican Promo
16 episodios
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