Do I need to commit to an ongoing system?

No. You can begin with a one-time Revenue at Risk diagnostic and decide afterward whether ongoing monitoring or automation would be useful.

What kind of business is this for?

It is designed for recurring-service businesses where customers normally return on a recognizable schedule and repeat business represents meaningful revenue.

Customer history such as visit or appointment dates, cancellations, missed appointments, booking or purchase history, customer identifiers and transaction information can be useful.

Do I need to clean up my data first?

Usually not. The first step is understanding what customer data already exists and where it is stored before determining what preparation is required.

How is our customer data handled?

The workflow uses AWS-based infrastructure with protections for data at rest and in transfer. Data retention and removal can be configured around the requirements of the engagement.

What happens during the free retention review?

The review looks at how repeat customers move through the business, where customer history lives and whether the available data could support a Revenue at Risk diagnostic.

What do I get from the diagnostic?

Depending on the available data, the diagnostic can identify customers showing increased risk, recent drop-off, long-lapsed customers, estimated revenue at risk, priority outreach opportunities and recommended actions.

What happens after the diagnostic?

The findings help determine the appropriate response, which may include personal outreach, reactivation messaging, retention campaigns, automation or addressing a broader communication problem.

Detect customer drop-off before it becomes lost revenue.

Your customers usually don’t tell you they’re about to leave.
Their behaviour changes first.

Your existing customer data can show when regular customers are starting to drop off before it's too late.

We identify the early warning signs, estimate the revenue at risk and help you re-engage customers before they’re gone.

Book a free retention review

20-minute review. No data upload needed.

How it works

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Use the data you already have

We start by understanding what information is already available. That may be a simple Excel or CSV export, or a direct system connection where one is available.

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Assess customer risk

We analyze customer patterns such as normal visit cadence, frequency, missed appointments, cancellations and time since the last visit, then organize customers by level of risk and estimate the potential revenue connected to those relationships.

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Improve customer loyalty

You get a prioritized view of who may need personal outreach, who may be appropriate for an email campaign and where reactivation efforts could make sense.

The earlier you see the change, the more options you have.

Most businesses spend a lot of time and money bringing new customers in, while existing customers can quietly start slipping away in the background.

We help you identify which customers may be starting to disengage, so you can act before they’re fully gone.

Finding the problem is only useful if you can act on it.

The report is the starting point. From there, we can help you decide what response makes sense, whether that’s personal outreach, reactivation email, automated follow-up, targeted messaging or a broader retention campaign.

If the same pattern keeps showing up, we can also look at whether there’s a larger communication issue contributing to the drop-off and help address it.

Re-engagement in action

A localized campaign built to bring former drivers back

The campaign was followed by a notable increase in driver trips.

See the Uber case study

Multi-Platform Campaign
A series of videos ran across social, digital displays and out-of-home advertising, giving former drivers timely reasons to start driving again.

Region-Specific Messaging
More than 300 localized assets were created for markets across the U.S., adapting the campaign message to make the re-engagement effort more relevant locally.

What clients say about working with The Booth

“I was impressed with their ability to think outside the box and their outcome-based approach. They really understood the outcome we wanted.”

Karen Mulchinock - Director of Agile & Digital Enterprise CoE, Sun Life

How much revenue could be quietly slipping away?

You may already have the information needed to find out.

We’ll start by looking at how your customer data is structured, what signals may be useful and whether a Revenue at Risk diagnostic makes sense for your business.