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Retention, LTV & Referrals

Repeat purchases, upsells, testimonials, and referrals — the economics of keeping clients

Retention, LTV & Referrals

Map the patterns that turn one-time clients into long-term relationships and word-of-mouth.

WHAT YOU'LL DEFINE

  • Your repeat-purchase pattern
  • Upsell and cross-sell paths
  • Your testimonial collection engine
  • Your referral mechanics

Build this section of your Sourcefile

8 guided questions, then an AI-crafted snapshot.