The Lifecycle Lab
Client Intake · Confidential
Retention Diagnostic
This intake helps us understand your brand's current retention landscape before we begin the diagnostic. 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.
Delivery: 48 hours
Format: PDF report + debrief call
Questions: [email protected]
1
Brand basics
Context to frame the diagnostic
Brief description — product category, price point, and who buys it
2
Key metrics
Ballpark figures are fine — we're looking for order of magnitude
3
Tech stack
What tools are in play
Loyalty platforms, review tools, subscription management, CDP, analytics, etc.
4
Current flows
What's live today
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
Barely functional Best in class
Be specific. "Low repeat purchase rate" is a symptom. "We have no post-purchase flow and no review collection" is a problem.
Specific metrics, feelings, capabilities — whatever success means to you
6
Team & context
So recommendations are actually implementable
Helps us calibrate how aggressive our recommendations should be
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.