Stop guessing why customers churn. We diagnose where retention and revenue are breaking down, build the Customer Success systems to fix it, whether you want to run it in-house or have us run it for you.
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.
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.
Enter your numbers, model conservative to ambitious scenarios, and see an estimated price and return in under a minute.
Retention is not only about stopping the leak. It is also about growing revenue from the customers you already have.
Find the accounts at risk before they cancel, fix the onboarding and health gaps causing it, and build the save-play system that catches the next one earlier.
Existing customers generate 40 to 50% of new ARR at healthy SaaS companies. Even businesses with low churn typically leave 15 to 25 points of NRR unclaimed through under-run upsell and cross-sell.
Already have a CS team? Start with the Audit. Building your first one? Start with Foundation. Both lead to the same Build and Run stages.
A clear diagnosis of where retention is breaking and what to fix first, in two to three weeks.
For companies with real customers but no CS function yet. We build your first retention system from scratch and hand it to your first CS hire, ready to run, in six to eight 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.
Your CSM manages dozens of accounts. This is one specialist, embedded inside a handful of your most strategic ones, with a single job: make sure the tool actually gets used. Priced to match what each account is worth, not a flat fee.
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