Customer retention intelligence

Know who needs attention next.

Monthly retention reporting: $199/month. Built around your existing booking data. We confirm compatibility before you start.

See a sample report Explore monthly reporting
Illustration of a priority report alongside a retention workflow

Illustrative report and workflow concepts

Two different jobs.
One clear purpose.

Choose the deliverable that fits the work you need done.

A report you receive

Monthly retention reporting

A clear monthly view of return patterns, plus a practical list for your team’s follow-up.

$199/ month

Built around your existing booking data. We confirm compatibility before you start.

Illustrative sample · not customer data
Due for a visit
Needs attention
Follow up first
  • Monthly Rekap: clear findings and context
  • Recovery List: refreshed priorities and reasons
  • Human QA of report findings and priority flags
See what’s included

Compatibility, scope and terms confirmed before payment.
See the sample report and Recovery List.

A system built with you

Custom retention systems

Shape a repeatable process around your accounts, team, and way of working.

Scoped project

Scope and quote after discovery.

Illustrative workflow · agreed scope varies
Signals
Review
Action
Assigned owner · human follow-through
  • Agreed account-risk rules for your workflow
  • Reporting or a dashboard shaped around your needs
  • Implementation, testing, and handoff as scoped
Explore custom systems

Deliverables, timing, and price agreed before work begins.
Built around the work, with a quote for your scope.

Different deliverables.
Different work.

A report helps you decide who deserves attention. A custom system supports how your team spots risk, reviews it, and follows through. Your team decides whether and how to contact customers.

Monthly Rekap + Recovery List

A fresh view,
month to month.

Two useful deliverables from your existing booking history: a Monthly Rekap and a refreshed Recovery List.

Square exports are the established baseline. We confirm compatibility for other clean exports before you start. Substantial cleanup or custom preparation is scoped separately.

See the Recovery List

  1. Monthly Rekap

    A refreshed view of return patterns, findings and records that need attention.

  2. Recovery List

    A refreshed priority list showing who deserves attention and why they were flagged.

  3. Month-to-month comparison

    See what changed where the available data supports a meaningful comparison.

  4. Human QA

    A human quality check of report findings and priority flags before handoff.

How it works

Start with the question
you need answered.

01 / CHOOSE

Pick a starting point

Inquire about monthly reports for a practical customer review, or discuss a custom system for a recurring team workflow.

02 / AGREE

Confirm fit and scope

For reports, confirm export compatibility, scope and terms before payment. For custom work, discovery defines the deliverables and quote.

03 / PUT TO USE

Make the next step clear

Use the report to guide your follow-up, or work toward the agreed system, testing, and handoff.

Start with the data you already have.

Tell Matt which booking system you use. Compatibility is confirmed before you start.

Check compatibility

Customer data is transferred only after qualification. No payment details, passwords, private notes, or sensitive customer information are needed.