Retention Analysis

Understand who stays, who lapses, when risk increases and which relationship or operational factors may improve long-term participation.

RETENTION DEPENDS ON HOW THE RELATIONSHIP AND TIME WINDOW ARE DEFINED

A recurring donor, annual member, occasional event volunteer and campaign subscriber cannot share one meaningful retention rule. Simple year-on-year percentages may also hide new supporter growth, reactivation, payment failure and differences between cohorts. We establish relationship-specific definitions before calculating rates, then examine the behaviours and experiences associated with continued participation.

We define active, retained, at-risk, lapsed and reactivated states for the selected audience. CRM, transaction, membership, volunteering and communication data are reviewed for status reliability, observation periods, duplicates, missing history and factors that can be analysed responsibly.

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The analysis compares retention by tenure, acquisition source, engagement, value, proposition, payment status and other relevant segments. Survival or time-to-event views may be used where appropriate. Findings distinguish correlation from cause and identify practical tests across onboarding, stewardship, service, payment recovery and reactivation.

Ready for the new age

FROM ONE RETENTION RATE TO ACTIONABLE RELATIONSHIP PATTERNS

Definitions matched to the cadence of each supporter relationship

New, retained, reactivated and lapsed groups separated clearly

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Timing and cohort maturity included in comparisons

Insights connected to specific journey and operational improvements

Retention insight combining lifecycle data with practical action

We connect CRM definitions, transaction or participation histories, supporter journeys and communication evidence. This helps teams move beyond headline rates toward interventions they can test and monitor.

Lifecycle Definition & Data Audit

We define states and periods, then assess whether status, dates and histories support reliable retention analysis.

Segment & Time Analysis

We examine retention, lapse, reactivation and time-to-event patterns across relevant cohorts and attributes.

Opportunity & Test Design

We identify where experience, communication or process changes may improve retention and how their effect should be evaluated.

What is driving retention—and where does risk emerge?

Let’s build a clearer view of supporter continuity, lapse and reactivation so your team can target improvements where they matter.

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Our mission is to help organisations move from data overload to data confidence. If you’re looking for a partner who understands both the big picture and the technical detail, you’re in the right place.

We work with organisations that value data-driven decision-making—ranging from fast-growing startups to large enterprises. Our clients span industries such as SaaS, eCommerce, finance, healthcare, travel, hospitality, media, and the public sector.

What matters most is not your size, but your ambition to improve performance using reliable data, clear strategy, and measurable outcomes.

Our work sits at the intersection of strategy, analytics, UX, and optimisation. That means we help you define what success looks like, ensure your tracking and data are correct, and then use that data to improve user journeys, conversions, and ROI.

We are tool-agnostic, independent, and hands-on—our recommendations are always tied to real business outcomes, not vanity metrics.

Yes. We work with most modern analytics and marketing technology stacks, including GA4, Google Tag Manager, Looker Studio, Power BI, BigQuery, Adobe Analytics, CRM systems, and consent management platforms like OneTrust and Cookiebot.

Our approach is to optimise what you already have first, and only recommend new tools when they clearly add value.

Most engagements start with an audit, assessment, or discovery phase—where we understand your goals, data quality, and current performance. From there, we define a clear roadmap that may include strategy, implementation, optimisation, reporting, or ongoing support. Engagements can be project-based, retainer-based, or advisory—depending on your needs.

We work collaboratively with your internal teams and keep everything transparent, documented, and measurable.

This depends on the scope of work. Technical improvements like fixing tracking issues or dashboards can deliver immediate clarity, while optimisation and CRO initiatives typically show results over weeks or months.

Our focus is always on building a strong foundation first, so improvements are sustainable—not short-term spikes that disappear.

Absolutely. We regularly work alongside in-house teams and offer tailored training, workshops, and ongoing support.

Our goal is not to create dependency, but to help your team build confidence in analytics, reporting, and decision-making—so you can continue to grow independently with the right foundations in place.

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