A clear path from diagnosis to a working retention system.
Start with a focused Snapshot, move into implementation only when the priorities are clear, and add monitoring if you want ongoing review and improvement.
Start at the level that fits the decision you are making.
$149 ONE-TIME
Retention Snapshot
Assessment of onboarding, missed appointments, cancellations, follow-up, reactivation, alerts, and reporting. Includes a score and prioritized action plan.
Fully credited toward setup
$1,500 SETUP
Retention Engine
Implementation of the agreed workflows, messages, alerts, handoffs, and reporting around your current tools and team.
One-time implementation
$299 / MONTH
Monitoring Plan
Ongoing reporting, maintenance, workflow checks, and practical improvements after the system is running.
Optional ongoing support
Specific deliverables, without invented guarantees.
Retention score
A structured view of strengths, gaps, and where follow-up is breaking down.
Priority roadmap
A sequenced plan so the highest-value fixes happen first.
Workflow build
Implementation of the agreed triggers, messages, and handoffs.
Team guidance
Clear ownership and simple operating notes for the people involved.
Visibility
Alerts and reporting that show what ran and what needs attention.
Practical iteration
Monitoring-plan clients receive maintenance and ongoing improvements.
What the prices do and do not include.
The Snapshot is the normal starting point because it establishes the priorities and prevents implementation from being based on assumptions.
Know the priorities before you pay for implementation.
The Retention Snapshot gives you a clear score and next-step plan. If you proceed, the full $149 is applied to setup.