Stop guessing why customers churn. We diagnose where retention is breaking, build the Customer Success systems to fix it, and can run retention for you, without you having to build the whole function internally.
Who we are, and why we think retention deserves more attention than it usually gets.
Retain Advisors is built by practitioners with experience across Google, Gartner, Capterra, Software Advice, and Tripadvisor, spanning commercial roles, Customer Success, and enterprise and international clients. We did not learn retention from a framework, we learned it carrying quota, working with customer-facing teams, and watching what actually keeps a customer versus what just looks good in a slide.
We understand both the commercial and operational side of customer retention, Customer Success, sales, and the automation and AI tooling that makes a retention system scale. We are founder led and intentionally small, not a large agency, and we think that is an advantage, not a limitation, when the work is this hands on.
We believe client experience, not price, not features alone, is what ultimately decides loyalty. Every renewal, every expansion, every referral traces back to how a customer felt after the sale, not only what they bought. Our mission is to help companies build that experience on purpose, with real systems, instead of leaving it to chance.
We are not the right fit for every company, and we would rather say that upfront.
One system we built and implemented ourselves, outside Retain Advisors.
We built and implemented CuidaEstetic, a patient retention platform for dental and aesthetic clinics. This shows our experience building customer facing systems, automation, and retention processes.
Broader customer and operations experience, applied here to patient retention.
10 questions. 2 minutes. Get a directional view of how mature your retention engine is.
The order is not optional. Each stage feeds directly into the next, so you are never paying for guesswork.
Find where revenue and customer value are leaking. Churn analysis, cohort analysis, segmentation, health scoring, and a prioritized roadmap, in two to three weeks.
Create the Customer Success systems, playbooks, and automation the diagnosis calls for, built with your team directly in your existing stack, over three months.
Senior retention leadership on a fractional basis, or, as the business grows, we can operate part or all of the Customer Success function for you. Month to month, no long term contract.
Most clients start with the Retention Audit. It is the fastest way for us, and you, to know exactly what is worth fixing first.
A clear diagnosis of where retention is breaking and what to fix first, in two to three weeks.
We do not just deliver recommendations, we build the Customer Success system with you, directly in your existing stack.
Senior Customer Success and retention leadership without the cost of a full time hire.
Do not build the entire team internally. Once the system is built, we can continue operating part or all of your Customer Success function, run by experienced CS professionals, supported by the same methodology and automation. The natural extension of Run, for clients who want to go further.
We know an audit means giving us a look inside your CRM. Here is exactly how we handle that.
We never need or request write permissions to your CRM or CS platform.
We only pull what is needed to build your health score and report, nothing more.
Data used to build your audit is deleted within 90 days of delivery, or immediately on request.
Nothing you share with us is used to train any AI system, ours or anyone else's.
Book a 30 minute Retention Review. We will tell you honestly whether an Audit is worth it before you pay for one.
Book a Retention Review Or message us on WhatsApp