GlossaryOperating language

RetentionKeeping and growing existing customers. For DTC this is flows and LTV. For coaches this is show-rate, delivery, and re-enrollment

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The short version

Retention

Retention is not a software feature. It is an operating word. If you cannot explain it in five lines, your team is using it as decoration.

  1. 01

    Retention: Keeping and growing existing customers. For DTC this is flows and LTV. For coaches this is show-rate, delivery, and re-enrollment.

  2. 02

    The usual failure: Retention is announced after acquisition stalls. For coaches that means a re-enrollment blast. For DTC that means a discount. Neither is a system.

  3. 03

    What to make true: Coaches: show rate, delivery, re-enrollment as journeys. DTC: post-purchase before win-back, sunset before more campaigns. Keep people who already said yes.

  4. 04

    If a new hire needs a story to explain the word, it is still a mood — not a definition you can audit.

  5. 05

    If this is the leak you actually have, pick the problem page — not another tool.

Example

A Tuesday that looks familiar

Before / after

Before

Someone says “Retention” in a meeting. Everyone nods. Nobody could write the definition on a whiteboard. The CRM still has a field named after a mood.

After

Coaches: show rate, delivery, re-enrollment as journeys. DTC: post-purchase before win-back, sunset before more campaigns. Keep people who already said yes. The word now has an exit rule. You can audit it on Monday. That is when Retention stops being folklore.

The usual failure

Retention is announced after acquisition stalls. For coaches that means a re-enrollment blast. For DTC that means a discount. Neither is a system.

What to make true

Coaches: show rate, delivery, re-enrollment as journeys. DTC: post-purchase before win-back, sunset before more campaigns. Keep people who already said yes.

Worked example

Keep it this plain. A team uses retention as if buying the software installed the meaning. It did not. Retention is announced after acquisition stalls. For coaches that means a re-enrollment blast. For DTC that means a discount. Neither is a system. The move is not a new integration. Coaches: show rate, delivery, re-enrollment as journeys. DTC: post-purchase before win-back, sunset before more campaigns. Keep people who already said yes.

Working notes

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