Stand out.

Customer Loyalty is Evolving — We Can Help You Stay Ahead

Earning customer loyalty takes more than points and perks—it takes purpose, personalization, and performance.

The landscape of loyalty is shifting, and brands that want to thrive must meet customers where they are with seamless, meaningful experiences.

Ready to Build Loyalty That Lasts?

Customer Loyalty Drivers in 2025

*Each data point reflects a percentage of customers who identify the factor as most important to remaining loyal to a brand.

Case Study -

CX Strategy Sprint

Client Snapshot:
Mid-sized e-commerce company in the wellness space with 25 employees and a rapidly growing customer base.

The Challenge:
Our client was struggling with inconsistent customer service, poor survey response rates, and unclear CX metrics. They knew customer experience mattered but didn’t have a strategy or system in place.

Our Approach:
Over a 4-week sprint, we conducted internal stakeholder interviews, reviewed their current service workflows, and audited customer feedback touchpoints. We facilitated a collaborative CX mapping workshop and built a roadmap with prioritized initiatives.

The Solution:

  • CX Vision Statement & guiding principles

  • Customer journey map highlighting pain points

  • 90-day quick-win action plan

  • Recommended CX metrics & feedback loop setup

The Results:
Within 60 days, the team reported clearer alignment across departments, a 30% improvement in CSAT scores, and faster response times. They finally had a CX strategy that was actionable and owned by their whole team.


Case Study -

Done-For-You Retention & Engagement System

Client Snapshot:
Online coaching platform with 3,000+ users and high monthly churn.

The Challenge:
Despite a strong product, the client struggled to keep users engaged post-sign-up. Trial users dropped off quickly, and feedback wasn’t being captured or acted upon.

Our Approach:
We implemented a done-for-you system including onboarding emails, segmented nurture flows, and a re-engagement strategy based on customer milestones. We also helped set up a simple NPS collection tool and monthly reporting dashboard.

The Solution:

  • Automated onboarding journey based on user type

  • Behavior-based retention emails and SMS

  • Re-engagement workflows for inactive users

  • Monthly insights reporting with actionable next steps

The Results:
Churn dropped by 28% over 90 days. Trial-to-paid conversions improved by 35%, and customer feedback became a consistent source of product ideas. The team gained back hours per week and could finally focus on growth.


Case Study -

Loyalty Program Design & Launch for a Local Service-Based Business

Client Snapshot:
Family-owned exterior cleaning company offering pressure washing, roof and gutter cleaning, and soft washing services. Operating in a suburban market, they had a strong reputation and a consistent customer base, but retention was unpredictable and referrals weren’t actively tracked or incentivized.

The Challenge:
Although clients were satisfied, many only booked once — usually when services were noticeably needed. The company lacked a system for encouraging repeat seasonal cleanings or referrals, which made it hard to forecast work. The owners wanted a way to increase lifetime value per customer without relying on discounts that cut into profit.

Our Approach:
We reviewed the service calendar and mapped client habits: most customers needed cleaning every 6–12 months, but didn’t always remember to rebook. We created a loyalty program that encouraged clients to stay on a regular cleaning schedule and refer their neighbors — all while keeping operations simple for the small admin team.

The Solution:

  • Designed a no-cost loyalty program with perks based on frequency and referrals:

    • Seasonal Service Bonus: Book 2+ services per year and receive 10% off the second

    • Anniversary Perks: Free touch-up soft wash or gutter inspection at 12 months of continuous service

    • Referral Rewards: $25 credit for each referred customer who books

  • Added optional service bundles with built-in savings to encourage full exterior cleanings

  • Implemented email/text reminders tied to seasonal cleaning needs

  • Created simple print materials and door hangers to promote the program locally

The Results:
Within 3 months of launch:

  • Repeat bookings increased by 38%, with more clients opting for bundled services

  • Referral volume tripled, supported by branded “neighbor cards” left behind after each job

  • Clients reported feeling more connected to the business — many said it felt like “joining a club”

  • The owners gained better scheduling predictability and stronger relationships with long-time clients