01
Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Product capability
AI-drafted win-back messages you approve
Reti drafts. You edit. You send from your inbox. 10 drafts per day.
The problem
Retention is not a guessing game
Most service businesses track bookings, not returns. Completed visits tell you who actually comes back. RetentionTek starts with completed visit history, not future appointments.
How drafting works
When a customer is flagged as lapsed or overdue, Reti reads the visit history and the reason for the flag. It produces an editable draft that references the last service, the typical return window, and a natural call to action. You review the wording, make changes, and approve the send. The message goes from your own connected email address.
Limits and privacy
Ten drafts per workspace per UTC day. Drafting uses Co-Pilot credits (40 credits per draft, 1,000 credits included). No imported visit data is sent to an external model. The drafting runs on a free Groq route with no paid fallback. Your customer records stay in your workspace.
You stay in control
Every draft is editable. You review the wording, make changes, and approve the send. The message goes from your own email address. Nothing sends without your explicit approval. Playbook messaging is a test simulation, so no customer message is sent automatically.
Win-back and rebooking workflows
The follow-up queue shows who to contact next. For each customer, Reti drafts a message based on the signal type: win-back for lapsed clients, rebooking for overdue regulars. You edit the draft and send from your connected inbox. The queue updates as visits are imported and signals change.
How it works
From visits to a decision in three steps
02
Understand the evidence
Review an explainable score and the return patterns behind it. See what the history supports and where it is incomplete.
03
Choose what happens next
Use the review queue to prioritize attention. A team member reviews the evidence and approves the next step.
RetentionTek's Retention Agent explains the score and supports the review workflow. Reviewing a signal does not automatically contact a customer or book an appointment.
Honest limits
What you should know before you start
SMS is not active
Email drafting and sending from your own inbox are the available channels.
Score withheld under 30 mature customers
The Retention Score is withheld when fewer than 30 mature customers exist per component. You still see the raw visit data and the overdue list.
No automatic sending
Reti drafts messages you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
Not an EMR
RetentionTek does not store medical records, diagnoses, or treatment notes. It works with operational visit data you export from your booking system or POS.
Simple pricing
Core plan: $249 per month or $2,490 per year
Includes the Retention Score, overdue review queue, Reti drafting (10 per workspace per UTC day), CSV and XLSX import, and the 14-day trial with 1,000 email credits (10 credits per email, up to 100 emails). No discount language. No hidden fees.
View full pricingFrequently asked questions
Practical answers
Does it send automatically?
No. Reti drafts a message you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
How many drafts per day?
Ten drafts per workspace per UTC day. Drafting uses Co-Pilot credits (40 credits per draft, 1,000 credits included).
Is my data sent to an external AI model?
No. The drafting runs on a free Groq route. No imported visit data is sent to an external model with your records.
Can I edit the drafts?
Yes. Every draft is fully editable before you approve the send.
What happens when I run out of drafts?
You can still review the queue and write messages manually. The drafting limit resets each UTC day.
Is this the same as automatic campaigns?
No. Automatic campaigns from your own inbox are not available yet. This is a manual draft, edit, approve, send workflow.
Bring back more customers
Make the next return
part of the plan.
Tell us about your business, your visit history, and the retention questions you want to answer.