Customer Growth Diagnostic

Find the growth you’re leaving on the table.

You’re spending on marketing, but it’s hard to say what happens after the first visit, lead, or purchase. In two to three weeks, we find where customers slip away and hand you a prioritized plan to bring them back.

Starting price
From $3,500
Time to readout
2 to 3 weeks
You leave with
A 90-day roadmap
Where customer growth leaks An illustration of customers at five stages: find, visit, buy, return, and refer. Each stage keeps fewer customers than it could, and the biggest drop is between buying and returning. FindVisitBuyReturnRefer Biggest leak
Customers you keep todayCustomers you could keep

What is one more return visit worth?

Enter your own numbers. This is a simple estimate of what you’d gain if a few more first-time customers came back just once a year.

Added revenue per year $7,200 Your return rate would go from 20% to 25%.

We follow your customers all the way through.

Most marketing audits stop at the ads or the website. This one traces the whole path, from the first time someone finds you to the moment they buy again, and every system along the way.

  • The customer journey

    Every step from first discovering you to buying again and referring a friend.

  • From first click to first purchase

    How well your marketing hands new interest off to sales, booking, or checkout.

  • Your customer data

    What your CRM or customer list holds, how it’s organized, and what it could tell you.

  • Email, SMS, push, and automation

    What you send, when, to whom, and what’s running on its own.

  • Loyalty, referrals, and offers

    Rebooking, referral, promotion, and loyalty opportunities you aren’t using yet.

  • Measurement

    What you track, what you can trust, and what you should measure instead.

A clear plan, in order of what matters.

You won’t get a 60-page report. You’ll get a concise list of what to fix first, what it’s worth, and a 90-day plan to do it.

  • Where customers drop off, step by step
  • What’s working, what isn’t, and why
  • What each fix is worth
  • Quick wins and a 90-day roadmap
  • What to measure from here
  • A readout with your team

Example findings

Each finding comes with a fix, its likely impact, and the effort it takes. These are illustrations of what we often find.

  • Finding

    The welcome email goes out six days after the first purchase.

    Fix

    Send it within a day, with a reason to come back.

    Impact
    High
    Effort
    Low
  • Finding

    No one is asked for a review after a visit.

    Fix

    Send a review request the day after each visit.

    Impact
    Medium
    Effort
    Low
  • Finding

    Customers who stop buying never hear from you again.

    Fix

    Start a win-back message after 60 days without a purchase.

    Impact
    High
    Effort
    Medium

Two to three weeks, start to finish.

Your team’s time goes into the kickoff and the readout. We only need view-only access, what we see stays confidential, and you can remove our access once the readout is done.

  1. Days 1 to 2

    Kick off

    A 60-minute conversation, view-only access to your platforms, examples of what you send, and a basic customer data summary.

  2. Week 1

    Review

    We trace the journey across your channels, customer data, and reporting.

  3. Week 2

    Prioritize

    We size the opportunities and put them in order, starting with the quick wins.

  4. ReadoutWeek 3

    Walk through it

    We take your team through the findings and the plan, and answer every question.

After the Diagnostic, you decide what’s next.

The roadmap is yours to keep. Your team can run it, or we can build it with you.

  1. Build

    Customer Growth Build

    From $9,000

    4 to 8 weeks

    We build what the roadmap calls for: customer journeys, CRM and automation, and campaigns.

    Learn about the Build
  2. Run

    Growth Partner

    From $4,500/month

    3-month start, then monthly

    Ongoing strategy and hands-on execution to work through the roadmap and keep improving.

    Learn about Growth Partner

It works best when you have

  • Existing customers and sales
  • Money already going into marketing
  • A CRM, email platform, or customer list
  • One person who can give us an hour

The starting price covers one business and one customer base, using the data sources we agree on at kickoff. Multiple brands, locations, or complex data will increase the scope and cost. You’ll get a fixed price in writing before any work begins.

Questions about the Diagnostic.

How much does the Diagnostic cost?

The Customer Growth Diagnostic starts at $3,500 for one business and one customer base, using the data sources we agree on at kickoff. Multiple brands, locations, or complex data will increase the scope and cost. You’ll get a fixed price in a written proposal before any work begins.

Do you fix what you find?

The Diagnostic gives you the plan. Your team can run it, or we can build it with you through a Customer Growth Build or an ongoing Growth Partner engagement.

Is this an audit of our ads?

An audit of your ads is included, but management of them is not. If you’re interested in ads management, check out our Growth Partner engagement.

We already work with an agency. Does that matter?

Not at all. The Diagnostic is an independent look at the full customer journey, and the roadmap can be handed to your current team or agency.

Find out where growth is getting stuck.

Tell us what you’re spending on, what you’re seeing, and what feels unclear. We’ll tell you whether a Diagnostic is the right place to start.

Start a conversation

Free 30-minute call. No obligation.

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