01
Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Product capability
RetentionTek features
Score, segments, queue, drafting, imports, analytics. One platform for retention.
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.
Retention Score
A 0 to 100 index built from completed visits. Combines first-to-second visit conversion (40 percent) and established return adherence (60 percent). Withheld when fewer than 30 mature customers exist per component. Evidence behind each part is available for review.
Customer segments
Automatic segments based on visit patterns: new, active, at-risk, lapsed, and churned. Segment definitions use completed visits and expected return windows. See how many customers are in each segment and the trend over time.
Follow-up queue
A prioritized list of who to contact next. Ordered by recency, frequency, value, and the reason for attention. Each row shows the customer, the signal, and a suggested next step. Reti drafts a message you edit and send from your inbox.
AI message drafting
Reti drafts win-back and rebooking messages using the visit history and the reason the customer was flagged. Drafts are editable. You review the wording and approve the send from your connected inbox. Ten drafts per workspace per UTC day. No imported data sent to external models.
CSV and XLSX imports
Bring completed visits into a consistent customer record. Maximum 2 MiB, 5,000 rows, 80 columns. Maps customer identifiers, visit dates, attendance status, location, and service category. De-duplication prevents double-counting. No provider integration required.
Analytics
Retention trends over time, segment sizes, score distribution, and the evidence behind each signal. Export data for further analysis. No revenue or lifetime value claims, because visit records alone do not establish measured revenue.
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
What is live versus coming?
Live: Retention Score, segments, queue, Reti drafting (10 per workspace per UTC day), CSV/XLSX import, analytics. Coming: automatic campaigns, SMS, provider integrations, revenue-based metrics.
Does it send messages automatically?
No. Reti drafts a message you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
Is SMS included?
No. SMS is not active in the current release.
What file formats can I import?
CSV and XLSX. Maximum 2 MiB, 5,000 rows, 80 columns. De-duplication is applied on import.
Can I connect my booking system directly?
Not currently. Import a CSV or XLSX export from your booking system or POS. Provider logos on the site do not indicate a working connection.
What if I have fewer than 30 clients?
The Retention Score is withheld when fewer than 30 mature customers exist per component. You still see the raw visit data and can review the overdue list manually.
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.