| Primary goal | Find where avoidable churn or recovery opportunities exist and prioritize them. | Turn known retention opportunities into journeys, logic, messaging requirements and handoff specifications. | Review, test and improve retention performance on an ongoing cadence. |
| Best for | Teams with unclear churn drivers or fragmented retention reporting. | Teams with a defined problem but incomplete lifecycle, cancellation or recovery workflows. | Teams that need recurring operational support rather than a one-time project. |
| Typical work | Definitions, data review, segmentation, lifecycle leak map, roadmap, KPI framework. | Journey design, reason logic, message maps, implementation specs, QA and measurement plan. | Performance reviews, backlog prioritization, journey refinements, coordination and reporting. |
| Customer role | Provide data context, business rules and stakeholder input. | Approve offers, policies, platform changes, messages and technical constraints. | Maintain business ownership of pricing, policy, product/service decisions and approvals. |
| Implementation | Usually recommendations and handoff. | Can include implementation assistance when platform access and scope are agreed. | Can include recurring implementation or coordination within the agreed managed scope. |
| Commercial model | Custom project quote. | Custom project quote. | Custom recurring / monthly scope. |
| Outcome | Decision-ready retention priorities. | Implementation-ready retention journeys and controls. | A repeatable retention operating cadence. |