Specialized Add-On · Package 02:Customer Retention Audit

STOP LOSING CUSTOMERS TO THE ONE-AND-DONE TREADMILL.

Acquiring a new customer costs 5-7x more than retaining an existing one. If customers aren't returning, you're on a treadmill. This audit identifies exactly why customers aren't coming back, and gives you a precise plan to change that.

The Scope

What This Audit Covers

A deep-dive into your customer base to uncover why repeat purchases are lagging.

The Purpose

To identify the root causes of customer churn and build a data-backed retention strategy.

Problems Solved

High acquisition costs coupled with flat revenue due to low repeat purchase rates.

Decisions Supported

Win-back campaigns, loyalty program design, and acquisition channel reallocation.

The Outcome

After This Package, You Will Know

Exactly how to keep your best customers, improve retention, and win back those who are slipping away.

Why Customers Leave

What behaviors and patterns are linked to customers leaving.

Valuable Segments

Which customer segments are most valuable and deserve more attention.

At-Risk Customers

Which customers are showing signs they may leave.

Retention Gaps

Where your retention is falling short and where improvement is possible.

Loyalty Drivers

What behaviors and strategies are most likely to bring customers back.

LTV Drivers

Which customer behaviors and acquisition sources contribute to higher lifetime value.

What We Analyze

6 Lenses on Why Customers Leave

We map exactly what brings them back using behavioral data.

1

Customer Acquisition Quality Analysis

Objective: Identify High-Retention Acquisition Channels

Data Analyzed: Acquisition channel vs. repeat purchase behavior.

Not all new customers are equal. We analyze which acquisition channels bring customers who return and purchase again versus those who buy once and leave. This reveals which channels are generating stronger retention and long-term customer value.

Example Insight: “42% of customers acquired through Google made repeat purchases, compared with only 12% of Facebook-acquired customers. Google is bringing customers with significantly stronger retention potential.”
Strategic Recommendation: Prioritize acquisition channels that consistently bring customers with stronger repeat-purchase behavior and long-term value.
Google Repeat Rate
42%
FB Repeat Rate
12%
Google - Loyal
50%
FB - One-Time
15%
FB - At-Risk
31%
2

Retention Rate Calculation

Objective: Understand How Many Customers Come Back

Data Analyzed: 30-day, 60-day, and 90-day customer retention.

We measure how many customers come back and purchase again after their first purchase. We compare your retention rate with a relevant benchmark to show where you stand and how much additional revenue you could unlock by getting more customers to return.

Example Insight: “Only 15% of your customers return within 30 days, compared with a 25% benchmark. Increasing your 30-day retention could unlock significant additional revenue from your existing customers.”
Strategic Recommendation: Improve post-purchase follow-ups, personalized offers, and re-engagement campaigns to encourage more customers to purchase again.
30-Day Retention
15%
Benchmark
25%
Retention Gap
-10 PP
Benchmark
25%
Your Rate
15%
3

Full RFM Customer Segmentation

Objective: Understand Customer Behavior & Retention Opportunities

Data Analyzed: Recency, Frequency, and Monetary value for all customers.

We segment your entire customer base into 8 behavioral groups: Champions, Loyal, Potential Loyalists, At-Risk, Hibernating, Lost, New, and Promising. Each segment receives a specific retention action based on their purchasing behavior.

Example Insight: “127 Champions generate 43% of your revenue, while 89 At-Risk customers are showing signs of becoming inactive. Here’s exactly who to retain, re-engage, and win back.”
Strategic Recommendation: Reward Champions and Loyal customers, nurture Potential Loyalists, and launch targeted win-back campaigns for At-Risk and Lost customers.
Champions
127
Loyal
312
Potential
185
Promising
246
New
198
At-Risk
89
Hibernating
164
Lost
410
4

Churn Pattern Analysis

Objective: Identify Customers Likely to Leave

Data Analyzed: Purchase history, purchase frequency, recency, and engagement behavior of customers who stop buying.

We identify the common behaviors and patterns that appear before customers stop purchasing. This helps us find customers who are showing strong signs of leaving, so you can reach them before they become inactive.

Example Insight: “Customers who haven't purchased in 90+ days and previously bought only once are significantly more likely to leave. These customers should be prioritized for re-engagement.”
Strategic Recommendation: Trigger targeted re-engagement offers when customers begin showing strong signs of leaving.
Active Customers
850
Churn Risk
89
High-Risk
34
Avg Days Last Pur.
94 D
Active
850
Churn Risk
89
High-Risk
34
5

Customer Behavior Flow Analysis

Objective: Understand What Customers Do Between Purchases

Data Analyzed: Customer browsing, product views, and cart activity between purchases.

We track what customers do after their purchase and before they buy again, including what they browse, what they add to cart but don't purchase, and where they stop engaging. This helps us understand what may be preventing customers from coming back.

Example Insight: “400 customers are browsing products without adding anything to their cart, while 120 customers are adding products but leaving without purchasing. These groups represent clear opportunities for targeted re-engagement.”
Strategic Recommendation: Use personalized product recommendations, reminder campaigns, and targeted offers to bring inactive shoppers back and encourage another purchase.
Browse Only
400
Cart Abandon
120
Repeat Pur.
285
Inactive
95
Handover

What You'll Receive

01

Customer Retention Report (7-10 pages)

Full analysis with segment-by-segment breakdown, retention trends, churn patterns, and key findings.

02

Segmented Customer Database (CSV)

Every customer labeled by RFM segment and churn risk, ready to upload to Klaviyo, Mailchimp, or your preferred marketing platform.

03

Churn Risk List

Specific customers showing high-risk churn signals, with recommended re-engagement approaches for each segment.

04

Retention Strategy Recommendations

Tailored strategies for each customer segment, including re-engagement ideas, loyalty opportunities, and retention improvement actions.

05

45-Minute Strategy Call

Review the findings together and build your 30-day retention action plan.

06

2 Weeks Email Support

Guidance as you begin implementing your retention strategies.
Optional Automation Upgrade

Turn Retention Insights Into an Automated System

Turn your retention audit into an automated customer retention system. We can connect your customer data and automatically monitor RFM segments, churn signals, retention trends, and repeat-purchase behavior, so you can act before valuable customers leave.

Automated Retention Dashboard

  • RFM segment monitoring
  • Churn-risk customer tracking
  • Retention rate monitoring
  • Repeat-purchase tracking
  • Customer LTV visibility
  • Cohort retention trends
  • Automated data refresh
  • Available as an optional upgrade

The Benefit

Stop manually checking customer segments and retention metrics. See who is becoming inactive, which segments need attention, and how retention is changing over time.

Customer Retention Dashboard
Auto-refresh: ON
Retention Rate
15%
-10pp Gap
Repeat Purchase
28%
+4%
Avg LTV
$127
+$12
At-Risk Customers
89
+15
RFM Segment Monitoring
Champions
127
Loyal
312
At-Risk
89
Lost
410
Churn Risk Tracking
Cohort Retention Trends (Last 6 Months)
FAQ

Frequently Asked Questions

Everything you need to know.

Who is this audit for?
Stores where repeat purchases should be natural (consumables, fashion, lifestyle, supplements, skincare) but are currently underperforming.
What data access is required?
We need read-only access to Shopify admin (orders & customers) and your email marketing platform (e.g., Klaviyo) to map behavior flows.
How long does the audit take?
The audit is completed within 7,12 business days from the moment we receive access to your data sources.
Will implementation be included?
Implementation is not included, but we provide a 45-minute strategy call and 2 weeks of email support to guide your team through building the retention campaigns.
Is the automated dashboard included in the package?
No. The automated dashboard is not included in the standard Customer Retention Audit package. It is an optional upgrade and must be purchased separately.
Customer Retention Audit

Churn & Win-Back Plan

$350–$700

One-time investment · Delivered in 7–12 days

  • 6 Retention Analyses
  • Full RFM Segmentation
  • Ready-to-Upload CSV
  • Churn Risk List
  • 45-min Strategy Call
  • 2 Weeks Email Support
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