The Lifecycle
Lab
Client Intake · Confidential
This intake helps us understand your brand's current retention landscape. Please answer as honestly as you can — there are no wrong answers, only gaps we haven't found yet. Expect 10–15 minutes to complete.
Questions:
danielle@lifecyclelabmarketing.com
★
Which service are you booking? *
This determines your deliverable, timeline, and payment
Entry Point
Lifecycle Flow Audit
$497
48-hour delivery · PDF report
Flow scorecard across 6 dimensions
Top 5 revenue gaps + quick wins
No call included
Full Diagnosis
Retention Diagnostic
$1,997
5–7 day delivery · PDF + debrief call
5S Framework root cause analysis
Priority action plan + revenue estimate
45-min debrief call + 7-day follow-up
Let's Talk
Not sure yet
Help me decide
Danielle will reach out to recommend the right fit
Submit the form below
We'll schedule a quick call
No commitment required
1
Brand basics
Context to frame the diagnostic
Brand name *
Your name & role *
Email address *
Website
What do you sell? *
Brief description — product category, price point, and who buys it
How long have you been in business?
Under 1 year
1–3 years
3–7 years
7+ years
2
Key metrics
Ballpark figures are fine — we're looking for order of magnitude
Average order value (AOV)
Average purchase frequency
Email list size (approx.)
SMS list size (approx.)
What % of your revenue comes from returning customers?
Under 20%
20–35%
35–50%
50%+
Don't know
What % of total email revenue comes from flows vs. campaigns?
Under 15% flows
15–30% flows
30–50% flows
50%+ flows
Don't track this
3
Tech stack
What tools are in play
Email & SMS platform(s) *
Klaviyo
Attentive
Postscript
Drip
Mailchimp
Other
Ecommerce platform *
Shopify
Shopify Plus
WooCommerce
BigCommerce
Custom
Other
Any additional tools relevant to retention?
Loyalty platforms, review tools, subscription management, CDP, analytics, etc.
4
Current flows
What's live today
Which flows are currently active? *
Welcome series
Abandoned cart
Browse abandonment
Post-purchase / onboarding
Win-back / re-engagement
Replenishment / subscription nudge
VIP / loyalty
Sunset / suppression
None active yet
When were your flows last meaningfully updated?
Within 3 months
3–12 months ago
Over a year ago
Set up and never touched
Not sure
Describe your post-purchase flow in as much detail as you can
What emails does a new customer receive after their first purchase, and in what order? If you don't have one, say so.
5
Retention health
Honest self-assessment
How would you rate your overall email program right now?
Barely functional
Best in class
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What's the single biggest retention problem you know you have?
Be specific. "Low repeat purchase rate" is a symptom. "We have no post-purchase flow and no review collection" is a problem.
What have you already tried to fix it?
What does success look like for you 90 days from now?
Specific metrics, feelings, capabilities — whatever success means to you
6
Team & context
So recommendations are actually implementable
Who manages your email program day-to-day?
Just me (founder)
Small in-house team (1–3)
External agency
In-house + agency
Nobody consistently
What's your implementation capacity right now?
Helps us calibrate how aggressive our recommendations should be
Low — bandwidth is tight
Medium — can do 1–2 projects/month
High — ready to move fast
Anything else we should know before we start?
Seasonal factors, recent list issues, upcoming launches, internal politics — anything relevant
By submitting this form you confirm the information is accurate and authorize The Lifecycle Lab to use it to produce your Retention Diagnostic report.
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