See where customers slip away
and win them back.
Retention Systems joins your Shopify, Klaviyo, Recharge and Meta data into one customer journey. It finds your three biggest retention leaks, puts a number on each, and flags the customers who are about to leave.
Free. Read-only access. We email you when it's ready.
Four tools.
Four versions of the truth.
Shopify knows the orders. Klaviyo knows the emails. Recharge knows the subscriptions. Meta knows the ads. None of them can tell you why customers stop coming back, so we join them up.
Every customer is matched across all four tools, so each step of the journey connects to the next. Example data.
Answers no single tool
can give you.
The questions that matter for retention cross from one tool to another. These take seconds when the data is in one place.
Customers who first came from Meta: how many subscribe, and how long do they stay?
31% subscribe. They stay for 5.2 orders, against 3.9 for Google search.
Subscribers who cancel at order 3: were they still reading our emails?
64% hadn't clicked an email in 30 days. Most last got the subscription reminder.
Does the revenue Klaviyo claims match what Shopify shows?
Klaviyo claims £182k. £122k of orders followed an email click.
Are we making money on new customers, and when?
LTV to CAC is 2.4. A new customer pays back their ad cost in month 4.
Example answers for a made-up brand.
How the audit works
in three steps.
Connect
Follow our step-by-step guide to give read-only access to Shopify and Klaviyo, plus Recharge and Meta if you use them. It takes about 10 minutes and changes nothing in your accounts.
We analyse
We import up to 24 months of history in the background and join every customer across your tools. A first look is ready quickly, and we email you when the full audit is done.
Walk-through
On a 30-minute call we show you the numbers, your three biggest leaks, what each one costs you a month, and what we'd fix first. You keep the report.
Find the leaks.
Put a price on each one.
See what email really earns.
Klaviyo credits itself with every order that follows an email, including subscription renewals that would have happened anyway. We put its number next to what Shopify shows, so you know the real figure.
More on email and SMS ›£38,700 of “email revenue” was subscription renewals that would have happened anyway. The real email number is lower, and so is the target.
Find the order where
subscribers give up.
Subscription churn by order number, with cancellation reasons and skips alongside. When a third of your subscribers leave at the same point, you know exactly where to act.
More on subscriptions ›See who's leaving.
Before they go.
A risk score for every customer.
Late against their usual reorder gap, clicking less, skipping deliveries, visiting the cancel page: each customer gets a score with the reasons spelled out. You see how many are at risk, what they're worth a month, and what to send them.
More on risk scores ›Every customer's story,
from first ad to last order.
Click any number to see the customers behind it, then open one to see their whole timeline: the ad they came from, every order, subscription change, email and text.
More on the customer view ›- Clicked “Morning ritual” video adMeta · 12 Mar
- First order · Starter bundle · £38Shopify · 12 Mar
- Subscribed · every 4 weeksRecharge · 14 Mar
- Clicked 9 of 14 emailsKlaviyo · Apr–Jun
- Skipped a deliveryRecharge · 2 Jul
- No clicks in 45 daysKlaviyo · Jul–Aug
Keep it improving.
Week after week.
Cohorts that show what changed.
See how each month's new customers come back over time, and whether the changes you make are working. Cohorts, LTV, repeat purchase rate and payback, all from your own data.
More on cohorts and LTV ›| Cohort | M0 | M1 | M2 | M3 | M4 | M5 | M6 |
|---|---|---|---|---|---|---|---|
| Jan | 100% | 31% | 24% | 21% | 19% | 17% | 16% |
| Feb | 100% | 29% | 23% | 20% | 18% | 16% | |
| Mar | 100% | 34% | 27% | 23% | 21% | ||
| Apr | 100% | 36% | 29% | 25% | |||
| May | 100% | 33% | 26% | ||||
| Jun | 100% | 38% |
Customers who joined since March come back more often. That's when the new post-purchase flow went live.
A weekly report,
with notes from your team.
Every Monday, the numbers that matter land in your inbox, with what we changed last week and why. No logging in to find out how things are going.
More on reports ›Millions of rows.
No waiting around.
Two years of orders, subscriptions and email events is a lot of data. We import it in the background, show you exactly how far along it is, and email you when it's ready.
- Connect once, then close the tab
- A first look from your last 90 days, early
- Clear progress for each tool, never a frozen screen
- Updated every day after that, automatically
A dashboard is half the job.
We do the other half.
Retention Systems is also a full-service email and SMS retention agency. Our clients get the platform included, and a team that acts on what it shows.
Strategy
A retention plan built on your own numbers: which leaks to fix first, and what each fix is worth.
Flow buildouts
Welcome, abandoned checkout, browse, post-purchase, replenishment, win-back and subscription flows.
Campaigns
A steady calendar of email and SMS campaigns, planned around your launches and your customers.
Design and copy
On-brand emails and texts that people open, read and click, written and designed in-house.
Safe to connect.
Your data stays yours.
We work with your customers' personal data, so we treat it carefully: least access, encryption, and clear rules on how long we keep it. Read our Data Safety & DPA ›
Read-only access
We ask for read access and nothing more. We can't send emails, change orders, edit subscriptions or touch your ads.
Encrypted keys
Every access key is encrypted with AES-256 before it's stored, and everything travels over HTTPS.
A proper DPA
Your customers' data is handled under a data processing agreement, and used only to produce your reports. Data safety
Deleted when you leave
Disconnect and we delete your data. Ask, and we delete it sooner. How deletion works
Questions
and straight answers.
What is the free retention audit?
A report on your own customer data: your key retention numbers against similar brands, your three biggest leaks, and what each one costs you a month. We walk you through it on a 30-minute call, and you keep the report whether or not we work together.
What access do you need?
Read-only access to Shopify and Klaviyo, and to Recharge and Meta ads if you use them. Our guide shows you how to set up each one in a few minutes. We can't change anything in your accounts, and you can remove our access at any time.
How long does it take?
Connecting takes about 10 minutes. We import your history in the background, so you don't need to wait on a page. A first look is ready quickly and we email you when the full audit is done, usually within a few hours depending on how much data you have.
Do I need Recharge or Meta ads?
No. Shopify and Klaviyo are enough for an audit. Recharge adds the subscription sections, and Meta adds ad spend, customer acquisition cost and payback.
What happens to my data if we don't work together?
We delete it. Audit data is deleted within 60 days unless you become a client, and sooner if you ask. Disconnecting a tool stops us reading from it straight away.
How is this different from Triple Whale, Peel or Polar?
Those are dashboards you run yourself. We're built for retention, with email, SMS and subscriptions joined to every order, and the platform comes with a team that acts on what it finds.
Can I use the dashboard without hiring you?
Not yet. The dashboard is included for our agency clients today. A self-serve plan is coming; tell us if you'd like early access.
Find your leaks.
Then fix them.
Free. Read-only access. We email you when it's ready.