See what is dormant. Recover what is valuable.
A managed operating system for client reactivation, schedule recovery, and evidence-backed revenue attribution.
Retention IQ identifies the right clients, prepares personalized outreach, coordinates execution through your existing systems, and proves what returned. Revenue IQ finds underused schedule capacity and turns it into measured opportunity. Your team sees the plan and the outcome without having to operate another marketing platform.
Your booking software records appointments. Your CRM records activity. Retention IQ connects the missing evidence: who drifted, what should happen next, who returned, and what revenue was truly recovered. Mortgage loan officer? See our sister product LO Radar.
Illustrative sample data showing the intended Monday-morning workflow; not a customer result. Why we built this →
See the workflow before you share data.
Founder Danny Newland explains Book Value, Drift Radar, Voice Training, and how Retention IQ turns a past-client book into a reviewable action list. The dashboard shown uses illustrative sample data.
Open the video page and transcript contextWhat has to happen before a return is billable.
Public pricing and evidence rules are explained on the pricing page. Existing customers can review their own practice data in the secure workspace.
21 booking systems · zero rip-and-replace · source-of-truth integration
Three engines.
One intelligence fabric.
Retention IQ focuses on dormant-client recovery. Revenue IQ focuses on unused schedule capacity. Margin IQ analyzes pricing, packages, service lines, and provider balance. Together they turn booking-system data into a clearer operating picture.
How much dormant revenue is hiding in your practice?
Move the sliders to match your practice. We'll estimate your dormant revenue opportunity using editable planning assumptions — no client data or signup required.
Any service business that runs on repeat bookings.
The engine ships with industry-calibrated profiles — cadence, average ticket, service categories, and cross-sell logic tuned to how each vertical actually works.
Dental practices
Hygiene recall, cosmetic case acceptance, restorative early-catch. Healthcare workflows gated by BAA and subprocessor readiness.
Optometry & vision
VSP/EyeMed benefit-year tracking, Q4 expiration campaigns, contact lens supply re-orders. Eyefinity, RevolutionEHR.
Med spas & aesthetics
Injectables cadence, skincare packages, body treatments, laser progression. Multi-provider scheduling.
Specialty medical
Dermatology, allergy, fertility, plastics. Deductible-met conversations, no-show recovery, high-ticket elective conversion.
Massage therapy
Wellness vs therapeutic segmentation, package redemption tracking, per-therapist scorecards, monthly-habit cadence.
Hair salons & stylists
Cut, color, and balayage cadence per stylist. Empty-chair-hour fills, retail attach, per-stylist book and scorecards.
Fitness studios
28-day new-member cliff intervention, class-pack buyer drift, membership renewal cadence, per-instructor scorecards.
Trades & field service
HVAC tune-up cadence, plumbing emergency-to-recurring, annual inspections, maintenance plan renewals. ServiceTitan, Housecall Pro, Jobber.
Every vertical we serve, curated by category.
Six collections. Same engines. Different cadence, different language, different retention math — each calibrated for the rhythm of the work.
The Atelier Collection
For studios where craft is the brand.
Hair, color, lash, brow, nail, esthetics, microblading, PMU, tattoo — every chair an independent portfolio, every client a six-week relationship. The engine learns each artist's cadence per client and protects the rebook window where careers are made or lost.
The Sanctuary Collection
For practices that restore.
Chiropractic, acupuncture, IV therapy, massage, recovery and mental wellness — care delivered in rhythm. Calibrated for the monthly and quarterly cycles that distinguish wellness clients from one-off bookings, with HIPAA-grade discretion baked in.
The Studio Collection
Where membership becomes ritual.
Yoga, pilates, personal training, group classes, cycling, strength — the 28-day new-member cliff is the single biggest leak in fitness. The engine tracks each member's attendance rhythm, catches drift before it cancels, and surfaces class-pack buyers with classes left.
The Maker Collection
Artists with a portfolio business.
Tattoo studios, photographers, custom craft and creative practitioners — each piece custom, each client a long-arc relationship. Tracks repeat-project cadence and surfaces the moment an old client is ready to start something new.
The Companion Collection
For families with the most discerning pet.
Grooming, boarding, daycare, training — care for the pet family member, trusted to professionals who never miss the appointment. Coat-cycle reminders, off-season retention, and seasonal cadence built around the rhythms of breed and household.
The Field Collection
Shops that earn their reputation on the job.
HVAC, plumbing, electrical, pest control, lawn care, pool service, roofing, auto repair, garage door, appliance repair, carpet cleaning, cleaning services — twelve trades where the next service call is the relationship. Built for maintenance cadence, equipment-age tracking, and the emergency-to-recurring conversion that compounds for years.
Don't see your vertical? Talk to us — if you do appointment-based work with repeat clients, the engine can be calibrated for you in under a day.
Map your first verified-return campaign.
We confirm your source system, attribution evidence and completion signal before any communication is activated.