
Our Frameworks
Our retention and loyalty frameworks are designed to help brands improve customer retention, increase lifetime value and deliver measurable commercial return.
Unlike generic loyalty models, our frameworks are built around real customer behaviour, competitive benchmarking and commercial outcomes. They bring psychology, data and execution together into a clear strategy.
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Each framework solves a specific retention challenge. Combined, they form a structured, repeatable approach to retention strategy design- ensuring brands invest in the right initiatives and see real ROI.
These are practical, execution-ready frameworks used with luxury brands, retail destinations and experience-led businesses where retention is a key growth driver.

01
The Retention Reality Index™
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Purpose:
To understand how a brand performs on retention and loyalty compared to its true competitive set - not just industry averages.
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How it works:
We assess competitors across 6 dimensions:
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Customer repeat behaviour
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Loyalty mechanics (earn, burn, benefits)
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CRM sophistication
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Personalisation maturity
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Emotional vs transactional engagement
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Ease of participation
Each is scored and weighted against:
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category norms
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brand positioning
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customer expectations
Output:
A clear scorecard showing:
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where the brand is underperforming
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where competitors are winning loyalty
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where white-space opportunities exist
02
The Loyalty Fit Diagnostic™
Purpose:
To stop brands launching the wrong loyalty initiatives for the wrong reasons.
Key inputs:
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Customer behaviour patterns
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Margin structure
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Purchase frequency
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Decision drivers (price, status, convenience, emotion)
Framework logic:
Not every brand needs:
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points
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tiers
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perks
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experiences
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subscriptions
We map customer motivation vs business economics to identify the right loyalty mechanics.
Output:
A prioritised loyalty model aligned to profitability, not trends.


03
The Initiative Effectiveness Audit™
​Purpose:
To assess whether existing retention activity is actually working.
Assessment areas:
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Engagement vs noise
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Cost vs incremental revenue
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Behaviour change vs vanity metrics
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CRM usage vs CRM capability
What it reveals:
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What to stop
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What to optimise
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What to scale
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What is actively harming retention
Output:
A clear improvement roadmap with quick wins and structural fixes.
04
The Loyalty Psychology Model™
Purpose:
To ground loyalty strategy in human behaviour, not assumptions.
Core drivers analysed:
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Habit formation
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Perceived value vs effort
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Status and recognition
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Loss aversion
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Trust and consistency
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Emotional memory
Applied to:
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CRM messaging
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Reward design
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Frequency and cadence
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Customer journeys
Output:
A psychologically sound loyalty and CRM approach that aligns with how people actually behave.
