Retention checklist
13 checks · 0 free · priority and impact rated
The first order pays for the acquisition; the second one is profit. These 13 checks build the machinery for repeat purchase: a post-purchase sequence that sets expectations, win-back timing that is not annoying, and loyalty or subscription mechanics that fit the product.
Every Retention check
- 1 Loyalty program: points per $1 + referral double MED
- 2 Subscription option 15% off + free shipping MED
- 3 Referral program give $10 get $10 post-purchase MED
- 4 Birthday flow with gift $10 off + free ship LOW
- 5 Surprise gift in 3rd order + handwritten note LOW
- 6 Members-only early access to drops + sales LOW
- 7 Replenishment reminder flow for consumables LOW
- 8 Community: Slack / FB group for customers LOW
- 9 Winback direct mail if AOV >$100 + QR code HIGH
- 10 Annual sale calendar for VIPs only LOW
- 11 Account page with order status + wishlist + points LOW
- 12 Post-purchase NPS survey + reason + segment LOW
- 13 Post-purchase referral widget in order confirmation email MED
All 197 checks, one Google Sheet
This page is the outline. The full checklist adds the priority, the impact score and the tool link for every check — all 197 of them, across 14 categories, delivered as a Google Sheet and CSV with lifetime updates.
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