Services
How we work with you
Every engagement starts with understanding your business. Then we build the strategy and systems to keep your clients coming back.
Diagnose
The Audit
A clear-eyed look at your retention reality.
For brands that know something is being missed, but need clarity before they build.
The outcomeYou know exactly where clients are falling away, what it is costing, and what to fix first — before spending anything on building.
Typical scope
- Client-data analysis across your CRM or booking platform
- Retention, rebooking and repeat-visit diagnosis against benchmarks
- Communication and lifecycle review — what clients receive, and when
- Segmentation and data-quality assessment
- A written findings report with prioritised recommendations
Strategy
The Blueprint
Strategy plus implementation, done properly.
For brands ready to move from ideas to a working retention system.
The outcomeA retention system running in your own platform — not a strategy document left in a drawer.
Typical scope
- Lifecycle journey design from first visit to loyalty
- Segmentation architecture — lifecycle, interest, timing and value
- Automation flows built natively in your platform
- Campaign structure and a working calendar
- Rebooking and lapsed-client recovery mechanics
- Measurement setup so results can be read honestly
Ongoing
The Partnership
Retention support that builds momentum, not one-off fixes.
For brands that need a strategic partner to refine and evolve retention over time.
The outcomeThe system keeps learning. Retention stays managed rather than drifting back to accidental.
Typical scope
- Campaign planning and execution management
- Performance review against your baseline
- Flow and journey optimisation
- Segmentation refinement as your client base grows
- Regular reporting the owner can actually use
Transform · Recommended
The Complete
The full retention transformation.
For brands that want the whole system handled from diagnosis to optimisation.
The outcomeDiagnosis, strategy, build, team capability and measurement — one engagement, one accountable partner.
Typical scope
- Everything in The Audit and The Blueprint
- Team training and enablement — delivered in person where possible
- Communication framework so every message sounds like your brand
- Full implementation in your platform
- A defined optimisation period after launch
For Startups
The Foundation
Built for premium brands at the beginning.
For startups that want to build retention correctly from day one.
The outcomeRetention infrastructure in place before bad habits take hold — cheaper to build now than to repair later.
Typical scope
- Client journey and communication structure designed before launch
- Platform selection and setup (for example Klaviyo)
- Core automated flows from the first customer onward
- A 90-day activation plan
- A written strategy document your future team can inherit
Not sure which engagement fits? That is exactly what a discovery call is for — a conversation, not a pitch. You'll leave with at least one useful insight regardless of what happens next.