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retention-ltv-playbook 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.