Client churn is noticed only after it happens, with no early-warning system.
Flagging declining engagement before a client churns gives you a chance to act, instead of finding out only after they're gone.
Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.
Client churn is noticed only after it happens, with no early-warning system.
Flags clients with declining engagement/order frequency before they actually churn.
We built this after noticing client churn is almost always visible in the data early, if anyone's actually tracking the pattern.
— DaveWays
Compares each client's current gap to their own normal ordering pattern, not a fixed rule.
Uses their typical frequency, not a one-size-fits-all cutoff.
Moderate risk gets a check-in; high risk gets proactive outreach before it's too late.
How do I set each client's normal frequency?
Base it on their real historical ordering pattern, not a company-wide average.
What counts as 'moderate' vs 'high' risk?
Moderate is meaningfully behind their own pattern; high is well past it. Reach out at moderate to often prevent the loss entirely.
Do I need to update this daily?
No, update the Last Order Date whenever clients engage, and review the full list monthly.
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Service Business Client Retention Tracker (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
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