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Zhongwei Li
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---
name: retention-ltv-playbook
description: Lifecycle frameworks for driving repeat purchase, loyalty, and subscription
value.
---
# Retention & LTV Playbook Skill
## When to Use
- Designing lifecycle journeys (onboarding, loyalty, win-back, VIP).
- Benchmarking repeat purchase and churn signals by cohort.
- Equipping lifecycle teams with proven offers, creative angles, and cadences.
## Framework
1. **Lifecycle Matrix** cohort segmentation (new, active, lapsing, churned, VIP, subscription) with KPIs.
2. **Offer Library** incentives mapped to cohort + margin guardrails.
3. **Channel Cadence** recommended mixes (email, SMS, push, communities, direct mail).
4. **Measurement Stack** dashboards for repeat rate, LTV, churn, loyalty engagement, coupon reliance.
5. **Testing Roadmap** prioritized experiments per lifecycle cohort.
## Templates
- Journey storyboard (touchpoint, trigger, creative brief, offer, KPI).
- Loyalty program tracker (points, tiers, redemption metrics).
- Experiment log for retention tests with hypotheses + guardrails.
## Tips
- Align offers with merchandising calendar to prevent message fatigue.
- Incorporate zero/first-party data capture prompts early in the lifecycle.
- Pair with `launch-retention-program` for automated plan creation.
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