Your customers usually don’t tell you they’re about to leave.
Their behaviour changes first.
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
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.
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.
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.
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.
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.
Karen Mulchinock - Director of Agile & Digital Enterprise CoE, Sun Life
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.
