
Explore the essential components of an effective retention system — from data flow and segmentation to messaging cadence and operational rhythm.
Behind every strong retention program is an intentional system — not guesswork. This lesson breaks down how to design your retention ecosystem across marketing, CX, and operations. Mandy shares how to align your CRM, fulfillment, and support teams around one shared goal: customer longevity.
Lesson Contents
Can you answer the three questions Mandi asked?
Take a moment to look at your data - are you able to identify which products have the lowest return rates? What about the highest reviews? Which products have the highest repeat purchase rates? Are these your highest-selling products?
How can you tailor your messaging to guide your customers towards these products?

Explore the essential components of an effective retention system — from data flow and segmentation to messaging cadence and operational rhythm.
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Behind every strong retention program is an intentional system — not guesswork. This lesson breaks down how to design your retention ecosystem across marketing, CX, and operations. Mandy shares how to align your CRM, fulfillment, and support teams around one shared goal: customer longevity.
Lesson Contents
Can you answer the three questions Mandi asked?
Take a moment to look at your data - are you able to identify which products have the lowest return rates? What about the highest reviews? Which products have the highest repeat purchase rates? Are these your highest-selling products?
How can you tailor your messaging to guide your customers towards these products?