Customer retention audit: the answer to “where is my revenue leaking?” for scaling DTC brands using Shopify/Klaviyo
Uncover missed revenue opportunities in your existing customer base and know which retention opportunities to prioritize to increase repeat purchases.
Most brands spend thousands acquiring new customers while overlooking the behaviors that make their best customers buy again and again. The retention audit identifies the exact tipping point between one-time buyers and repeat customers so you know what to replicate across your customer base.
Only 4 spots/month
Past happy clients
You already have customers. Now it’s time to increase the value of each one you’ve acquired.
While most audits focus on what’s broken, I find the behaviors and customer journey patterns that make your highest-value customers buy again so you can replicate what drives repeat purchases.
Know why your customers buy again
You’ll understand the exact moment customers move from first purchase to repeat buyer, and which behaviors influence them to come back.
Know exactly what to prioritize next
Instead of a 50-page theoretical report no one will use, you’ll get a clear retention map showing which customer behaviors create repeat purchases and which opportunities deserve attention first.
Increase the value of the customers you already paid to acquire
By identifying what already works among your highest-value customers, you’ll know which retention opportunities can increase the value of the customers you’re already paying to acquire.
Only 4 spots/month
Case study
How a retention audit uncovered $151,548 to $433,215 in revenue opportunities for a footwear brand
A seasonal footwear brand with a 200k subscriber email list contacted me with clear challenges: increase online sales—even during the off-season—and optimize their Klaviyo flows.
By diving into their CRM data and conversion funnel, the retention audit revealed massive untapped revenue, calculated using ultra-conservative recovery rates (backed by official benchmarks from Klaviyo and the Baymard Institute).
Here is the strategic roadmap and the lucrative opportunities unlocked for the brand:
Short-term (90 days): recover revenue that’s already within reach
Every quarter, thousands of qualified sessions drop off right before payment.
The situation: Over 1,200 sessions reach the final checkout stage but do not make a purchase.
The potential gain: $10,190 to $25,211 per quarter (up to $100,000 annually).
The solution: An urgent leak to plug by implementing a highly optimized cart and checkout abandonment email sequence.
Medium term (6 months – 1 year): convert subscribers into first-time buyers
The situation: The brand has 38% of its email subscribers who have never placed an order. The current welcome sequence is not converting well enough.
The potential gain: $13,233 to $39,700 per year by conservatively activating just 1% to 3% of this base.
The solution: Completely rewrite the welcome email sequence and integrate a personalized quiz funnel to help these undecided profiles find the perfect pair of shoes.
Long-term (1 year): turn one-time buyers into repeat buyers
The situation: 90.78% of customers only bought once. The brand only sends transactional emails (delivery updates, invoices) and lacks any post-purchase marketing messaging to drive a second order.
Potential revenue: $97,557 to $292,671 per year (the brand’s largest growth opportunity).
The solution: Implement a robust post-purchase and replenishment email sequence to maximize the value of each customer.
Retention audit results
By investing just €500 in this audit, this footwear brand gained complete visibility into its figures and knows exactly which levers to pull to recover between $151,548 and $433,215 in latent annual revenue.
Every day without visibility into your data segments is another day you spend money acquiring customers who’ll never return. So let’s fix your retention!
€500
Who is this for?
For the brands who want to find the customer behaviors that turn first purchases into repeat revenue.
This is for you if you make sales but…
- You are acquiring new customers consistently but too many customers buy once and disappear.
- You know your existing customer base has more revenue potential but you don’t know which retention opportunities are worth prioritizing.
- You suspect gaps in your post-purchase journey are preventing more customers from buying again.
- Your acquisition is working but customer lifetime value is not growing at the same pace.
- You want to understand what makes your best customers return so you can build a retention strategy based on real customer behavior.
This is not for you if…
- You run a drop-shipping business. This audit is designed for brands with a strong product brand or customer relationship, repeat purchase potential, and meaningful customer data.
- You don’t have the budget to actually fix your retention leaks by either working with me or delegating implementation to your marketing team.
- You haven’t emailed your list in 6 months or more. We can still run the audit but the estimated revenue gains might be inaccurate because of ice-cold subscribers.
- You have an email list with less than 1000 subscribers. The data won’t be statistically significant.
You’re a perfect fit if…
- You run a Shopify DTC ecommerce brand doing $1M+/year in revenue.
- You’re currently scaling or have scaled acquisition. Now your retention gaps are costing you more.
- You use Klaviyo or Omnisend and have enough lifecycle data to analyze meaningful customer patterns.
- Your “high-value customers” segment includes at least 1,000 buyers.
- You have the budget to delegate implementation or an internal team to implement the recommendations after the audit.
€500
How does it work?
In one week, you’ll know where revenue is leaking, which retention opportunities matter most, and what to prioritize next.
Book your audit
Schedule a discovery call where we’ll review your current retention challenges, customer data, and whether your brand has enough purchase history for meaningful analysis.
Share the customer data needed for the analysis
Complete a questionnaire about your brand, customers, and products, then give me access to your ecommerce and lifecycle data.
I uncover your retention opportunities
I analyze your sales and lifecycle data to identify the customer behaviors, purchase moments, and retention gaps affecting repeat purchases.
Prioritize your next moves
After delivery, we’ll meet for a 1-hour strategy call to review the findings and decide which opportunities deserve attention first.
If you want support implementing the recommendations, we can build the email sequences, lifecycle improvements, or quiz funnel needed to turn those opportunities into revenue.
Only 4 spots/month
Geneviève is very professional and doesn’t hesitate to suggest alternatives tailored to her clients’ needs. I highly recommend her!
I am delighted with the work provided by Geneviève. She is very dedicated and has a perfect command of her craft. I recommend her 100%. Thank you!
“Will this tell me what to fix?”
And other smart questions.
What deliverables will I receive?
A retention map and a concise report (maximum 3 pages) showing the customer behaviors behind your highest-value buyers and the retention opportunities worth prioritizing.
What data will be analyzed?
Customer purchase behavior and lifecycle email performance, including timing, engagement, attributed revenue, and gaps between purchases.
Is my CRM set up also audited?
No. The goal isn’t to check if your CRM is properly configured, but to identify the specific customer behavior, purchase moment, or lifecycle trigger that separates first-time buyers from repeat customers.
What’s NOT included in the offer?
Implementation isn’t included in the audit. After delivery, I can support you in turning the identified opportunities into lifecycle emails, customer journeys, or retention improvements.
Aren’t my best customers just different from everyone else?
Not necessarily. Your highest-value customers aren’t always a completely different group of people. They’re often customers who reached a specific behavioral tipping point that made repeat purchases more likely. The goal of this audit is to identify that moment so you can understand what drives repeat purchases across your customer base.
Will this tell me what to fix?
Yes, you’ll leave with a prioritized retention roadmap showing which opportunities have the highest potential impact, what to address first, and why.
How quickly will I receive my audit results?
Once the proposal is accepted and payment is complete, your audit results are delivered within one week.
Only 4 spots/month
What happens after the audit?
We’ll build the email sequences, lifecycle improvements, or quiz funnel needed to turn those opportunities into revenue.
With the right sequence, every buying intent signal becomes a real conversion opportunity. Sequences are available à la carte.