Find out which customers are slipping away, and what they are worth.
Three steps, each one going deeper. Start where it makes sense. You can stop at any step with something useful in hand.
Profit Leak Detector Free
Five questions and an estimate. It shows where profit is likely leaking, ranks the gaps, and gives you three short briefs for fixing the biggest ones.
Deep Audit $495
We analyse your real order data, usually a CSV export from your store. You get your true repeat purchase rate, the median time to a second order, revenue per customer, the share of revenue from repeat orders and from your top 10% of customers, second-purchase rates by monthly cohort, and your lapsed customers ranked by value.
Each leak is sized in dollars with its assumption shown, and you receive a written 90-day recovery plan within two working days of our call.
Profit Opportunity Review Quoted to scope
The full assessment. Your Loyalty Profit Score across five dimensions, the three highest-value priorities, the financial upside with every assumption stated, and a 90-day plan.
For retail and hospitality it also looks at stores and venues, and is called the Customer Retention Audit. For e-commerce founders it leads into the Marketing Foundations Sprint.
What the Review tells you
- Where you stand
- Scored across customer retention, customer profitability, customer data, customer journeys and commercial discipline.
- What to fix first
- The three priorities worth the most money, in order.
- What it is worth
- A financial upside with the assumptions stated, so you can test them against what you know about your business.
- What to do next
- A 90-day plan with an owner, the time needed and the measure for every action. Yours to carry out, to hand to your agency, or to ask us to build.
Questions we get asked
What data do you need?
For the Detector, five numbers you probably already know. For the Deep Audit, an export of your order history. For the full Review, read-only access to your store, your email platform (Klaviyo or similar) and, for stores and venues, your point of sale or booking system.
Do you keep our customer data?
When we run the Deep Audit with you on a screen share, your file stays on your own computer. If you send a file instead, we work under a written data agreement and delete it when the audit is done. We never put identifiable customer lists into public AI chatbots.
Do we need to use Shopify and Klaviyo?
No. We start with Shopify and Klaviyo because that is where our experience is deepest, but the method does not depend on any platform.
What if we don't want to implement anything?
That is fine. You keep the findings and the plan. Many businesses carry them out themselves or hand them to their existing agency. If you would like us to build it, the audit fee is credited against the work.
Are the dollar figures a promise?
No. They are estimates built on stated, deliberately conservative assumptions about how many customers come back. You can see and change every assumption. Actual results depend on your products, margins, offers and how the plan is carried out.
Not sure which step to start with?
Book 30 minutes. We will look at your business and tell you honestly where to begin.