Performance-Based Partnership

Stop churn.
Start compounding
lifetime value.

For SaaS, subscription, and high repeat-purchase brands leaking revenue after the sale — we build and operate The Loyalty Engine, a performance-based post-purchase system that increases retention, expansion, and referrals.

Trusted by growth-stage companies
SaaS Co.RetainHQScalePath

Partnership-First

Not a vendor — a growth partner. Our performance-based model means our success is tied to yours.

📊

Data-Driven Loyalty

Loyalty isn't magic — it's a system. Rigorous baselines, instrumentation, and experiment design drive measurable gains.

🎯

Proactive Systems

We anticipate needs and act early. Lifecycle signals and interventions that solve issues before they escalate.

Retention Expansion Lifetime Value Referrals Onboarding Health Scoring Loyalty
Retention Expansion Lifetime Value Referrals Onboarding Health Scoring Loyalty
67%
Average Revenue Leakage Post-Sale
The Problem

Revenue is leaking
after the sale.

Manual onboarding, reactive support, and siloed data create churn and stall expansion. Your team is stretched, customer health is opaque, and growth depends too heavily on acquisition.

Manual processes and disconnected tools blocking personalized engagement
Inconsistent onboarding and reactive support driving avoidable churn
Siloed data across support, marketing, and sales limiting visibility
Unsystematic referrals and loyalty efforts leaving money on the table
By The Numbers

Our experience, by the numbers.

5×
Cheaper to retain than acquire new customers
67%
More likely existing customers will buy again
25%
Profit increase from 5% retention improvement
15%
Our gain-share — you keep the rest
The Solution

The Loyalty Engine:
your post-purchase
operating system.

The answer isn't more tools — it's an engineered lifecycle. We unify your customer data and automate the entire post-purchase journey. Proactive, personalized, and measurably profitable.

🚀
Onboarding
📈
Activation
💚
Health Score
🔄
Renewal
Expansion
🌟
Advocacy
What We Deliver

Sophisticated, tailored systems made for you.

From blueprint to ongoing operation — a complete post-purchase ecosystem.

CORE / 02

Customer 360 Data Spine

We unify support, marketing, sales, product, and finance data into a single source of truth — with event tracking, health scoring, and attribution.

CORE / 03

Lifecycle Automation Build

End-to-end automations across onboarding, activation, proactive success, NPS, loyalty, upsell/cross-sell, reviews, and referrals. Every touchpoint personalized and tied to outcomes.

CORE / 04

Operate, Optimize & Compound

We run the system — monitoring indicators, A/B testing journeys, tuning segmentation and timing, closing feedback loops. Incentives aligned to dollars you keep.

SUPPORTING

30+ Specialized Modules

Revenue Signal Scoring, Dormant Opportunity Reactivation, Zero-Friction Onboarding, Intelligent Support Triage — a module for every piece of your lifecycle puzzle.

How We Work

A clear path to measurable outcomes.

From diagnosis to compounding gains — our phased approach de-risks the journey and proves value at every stage.

1

Blueprint & CLV Model

Map your current state, baseline retention metrics, define the Attribution Charter and Gains Ledger. Quantify gaps and set targets.

2

Lifecycle Design & Build

Architect and implement the Loyalty Engine with integrations, automations, and playbooks tailored to your customers and stack.

3

Deploy & Prove

Launch in controlled waves, instrument leading indicators, and validate impact against baselines. Every win is transparent and auditable.

4

Optimize & Compound

Operate the system, prioritize experiments, and scale what works. Monthly reviews and continuous improvement driving predictable CLV.

Fully Integrated. Best In Class.

Everything you need, built to compound.

🎯
Revenue Signal Scoring
Predictive scoring for activation risk, renewal risk, and expansion readiness.
Expansion-to-Cash Orchestration
Automate quotes, renewals, and add-ons with zero friction.
🔍
CRM Readiness Audit
Eliminate bloat, fix data integrity, harden automations.
🧠
Conversation Intelligence
AI call analysis extracting churn and expansion signals.
📊
Lifecycle ROI Command Center
Tie campaigns to retention, expansion, and referral impact.
🌟
Voice-of-Customer Engine
Automated reviews, case studies, and UGC on autopilot.
🛡
Health & NPS Monitor
Turn feedback into actions preventing churn, driving advocacy.
🚀
Zero-Friction Onboarding OS
Compress time-to-value and increase activation automatically.
The Partnership Model

Pay for outcomes,
not promises.

Our Loyalty Engine Gain-Share Model aligns our incentives with yours. You invest little upfront; we earn a pre-agreed share of the proven gains our systems create.

Results are tracked in a shared dashboard with monthly reporting and quarterly true-ups for complete transparency. We only get paid when you make money.

// Gain-Share Model

You keep the lion's share.

Illustrative Example — 12 Month Window
You keep $425k
$75k
$500k in attributable gains15% success fee
Minimal upfront investment
Fees trail performance — cash-flow friendly
Transparent baselines & dashboards
Quarterly true-ups for accuracy
Optional flat-rate conversion later
Insights & Resources

Our views on retention, strategy, and growth.

Tools, frameworks, and proof to help you build conviction around retention-led growth.

Whitepaper

The Blueprint for Engineered Retention: A CEO's Guide to Compounding Lifetime Value

Our cornerstone asset reframing retention as an engineered system. Codifies the Loyalty Engine Method from baselining to optimization.

Live Workshop

Mastering the Post-Purchase Lifecycle: Cut Churn and Grow CLV in 90 Days

Step-by-step session with plug-and-play templates, Health Score rubric, and a 90-day experiment plan.

Free Tool

The Retention Readiness Scorecard & CLV Uplift Calculator

Grade your onboarding, lifecycle coverage, data visibility, and automation maturity — then quantify the dollar value of improvement.

Case Study

From Churn Risk to Renewal Engine: How a SaaS Platform Lifted NRR by 12%

Problem → Solution → Results, backed by dashboards, baselines, and CFO-level financial impact analysis.

Questions

Here are the questions we get most.

If you don't see your answer, book a call and we'll walk through everything together.

How does the gain-share pricing actually work?
+
We establish pre-engagement baselines for your key metrics, then track attributable gains via a shared "Gains Ledger." You pay a pre-agreed percentage of proven gains — typically invoiced monthly with quarterly true-ups. If we don't generate measurable results, you don't pay.
What kinds of businesses are the best fit?
+
US-based SaaS, membership/subscription, and high repeat-purchase businesses with proven product-market fit. If you have meaningful traction but are losing revenue to churn, inconsistent onboarding, or siloed data — you're a strong fit.
Do you work with every tech stack?
+
We're platform-agnostic and work across CRMs, marketing automation, support tools, and custom stacks. Part of our onboarding includes a full audit and integration plan to make everything work as one system.
What if it doesn't work? What's the risk?
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Minimal risk by design. Our gain-share model means you invest little to nothing upfront. We deploy in controlled phases, measuring results at each stage. You always have visibility into what's working.
How long until we see results?
+
Most clients see measurable leading indicator improvements within 30-60 days of go-live. Revenue impact typically materializes within 90 days, compounding over the following quarters as we optimize.
Let's Build

Ready to turn customers
into loyal revenue?

Let's install a post-purchase engine that compounds lifetime value — without adding to your workload.

Schedule a CLV Blueprint Call