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Retain

Keep customers returning.

Winning a customer costs real money. Keeping one is nearly free — but only if someone actually asks them back.

The retention engine

The follow-up most trades businesses never get time to run:

  • Service reminders — annual services, inspections and maintenance windows
  • Renewals — contracts and service plans opened early, not lapsed quietly
  • Reviews — requested at the right moment, from the right jobs
  • Referrals and cross-sell — prompted when satisfaction is highest

Why it compounds

Repeat customers cost less to win, book faster, refer more and dispute less. A retention engine turns each completed job into the start of the next one.

Measured on retained revenue

Repeat rate, renewal rate, review rate, referral volume and retained revenue — not send counts.

Questions

The honest answers.

When should we ask for a review?+

Shortly after the job completes, while satisfaction is highest — and only on jobs that went well. The engine picks the moment and the channel.

How early should renewal conversations start?+

Typically 60–90 days before expiry for commercial contracts. Early conversations renew on value; last-minute ones renew on price, if at all.

We have a big customer database. Is that enough?+

It's a strong start — a valuable database is one of the best reasons to begin with Retain and database reactivation rather than paid media.

Is retention included in every package?+

Core includes a standardised reminder or review workflow; Growth adds one agreed retention workflow; Full Journey Partner runs the whole programme.

Find the part of your customer journey worth fixing first.

A free 30-minute Journey Review. We identify the highest-value gap and tell you what should happen first.