











Retention Solver: Customer Journey Method
This comprehensive workbook is your step‐by‐step guide to mapping your current customer journey, envisioning your ideal scenario, and creating a focused plan to bridge the gap—all in one place. Rooted in proven techniques (like the R.E.T.A.I.N. method) and designed to work across industries—retail, B2B, events, and more—this workbook arms you with the structure and templates to boost your customer retention.
Why Customer Retention Matters
A mere 5% increase in customer retention can raise profits by up to 95%—making loyalty and repeat business the key to sustainable growth. This workbook helps you identify your strengths, pinpoint weaknesses, and develop actionable strategies to keep customers coming back for more.
What’s Inside
Section 1: Evaluating Current State
Pin down what’s working and what isn’t. See exactly where customers slip away and why.Section 2: Defining the Ideal State
Sketch your dream retention scenario with clear, measurable goals.Section 3: Action Plans & Workback Schedules
Convert insights into real‐world results by mapping out milestones, timelines, and continuous‐improvement cycles.
Key Benefits
Industry-Agnostic – Equally effective for retailers, service providers, or event organizers.
Practical Tools – Tables, prompts, and templates to guide every phase of your retention plan.
Personalized Approach – Work through your unique challenges and adapt the framework to fit your business.
Tangible Results – Align your team, streamline processes, and see the payoff in happier, loyal customers.
Unlike free one‐page sheets, this workbook distills over 140 hours of expert research and development into a single resource designed to accelerate your retention efforts. If you’re serious about locking in repeat business and building long‐term customer relationships, this is the strategic blueprint you’ve been waiting for.
This comprehensive workbook is your step‐by‐step guide to mapping your current customer journey, envisioning your ideal scenario, and creating a focused plan to bridge the gap—all in one place. Rooted in proven techniques (like the R.E.T.A.I.N. method) and designed to work across industries—retail, B2B, events, and more—this workbook arms you with the structure and templates to boost your customer retention.
Why Customer Retention Matters
A mere 5% increase in customer retention can raise profits by up to 95%—making loyalty and repeat business the key to sustainable growth. This workbook helps you identify your strengths, pinpoint weaknesses, and develop actionable strategies to keep customers coming back for more.
What’s Inside
Section 1: Evaluating Current State
Pin down what’s working and what isn’t. See exactly where customers slip away and why.Section 2: Defining the Ideal State
Sketch your dream retention scenario with clear, measurable goals.Section 3: Action Plans & Workback Schedules
Convert insights into real‐world results by mapping out milestones, timelines, and continuous‐improvement cycles.
Key Benefits
Industry-Agnostic – Equally effective for retailers, service providers, or event organizers.
Practical Tools – Tables, prompts, and templates to guide every phase of your retention plan.
Personalized Approach – Work through your unique challenges and adapt the framework to fit your business.
Tangible Results – Align your team, streamline processes, and see the payoff in happier, loyal customers.
Unlike free one‐page sheets, this workbook distills over 140 hours of expert research and development into a single resource designed to accelerate your retention efforts. If you’re serious about locking in repeat business and building long‐term customer relationships, this is the strategic blueprint you’ve been waiting for.
This comprehensive workbook is your step‐by‐step guide to mapping your current customer journey, envisioning your ideal scenario, and creating a focused plan to bridge the gap—all in one place. Rooted in proven techniques (like the R.E.T.A.I.N. method) and designed to work across industries—retail, B2B, events, and more—this workbook arms you with the structure and templates to boost your customer retention.
Why Customer Retention Matters
A mere 5% increase in customer retention can raise profits by up to 95%—making loyalty and repeat business the key to sustainable growth. This workbook helps you identify your strengths, pinpoint weaknesses, and develop actionable strategies to keep customers coming back for more.
What’s Inside
Section 1: Evaluating Current State
Pin down what’s working and what isn’t. See exactly where customers slip away and why.Section 2: Defining the Ideal State
Sketch your dream retention scenario with clear, measurable goals.Section 3: Action Plans & Workback Schedules
Convert insights into real‐world results by mapping out milestones, timelines, and continuous‐improvement cycles.
Key Benefits
Industry-Agnostic – Equally effective for retailers, service providers, or event organizers.
Practical Tools – Tables, prompts, and templates to guide every phase of your retention plan.
Personalized Approach – Work through your unique challenges and adapt the framework to fit your business.
Tangible Results – Align your team, streamline processes, and see the payoff in happier, loyal customers.
Unlike free one‐page sheets, this workbook distills over 140 hours of expert research and development into a single resource designed to accelerate your retention efforts. If you’re serious about locking in repeat business and building long‐term customer relationships, this is the strategic blueprint you’ve been waiting for.