Engagement
Recurring retention desk
A monthly or quarterly refresh of the same cohort definitions so operators are not comparing a new method each time.
Who it is for
Operators who already completed a first engagement and want the same tables updated on a calendar.
What you leave with
A repeating pack: updated tables, a short change log, and a standing call if you keep it.
Scope
The definitions frozen in the first engagement, plus documented amendments only.
Included
- Scheduled refresh
- Change log of definition edits
- Optional 40-minute standing call
Outside this engagement
- Redesigning the whole measurement each cycle as if it were a new project
Who does the work
The same reporting staff when schedules allow, so the annotations stay familiar.
How the work proceeds
- Calendar the freeze dates
- Receive the extract
- Refresh and send
Duration
Monthly or quarterly cycles, agreed in writing.
Where the work happens
The same file formats as the original briefing.
What to prepare
Extracts in the same shape as the first freeze.
Constraints
If the source system changes column meaning, the cycle pauses until definitions are rewritten.
How the fee is set
Retainer quoted after the first engagement, not as a software subscription.
Next step
Ask about a desk only after a first briefing exists. Contact details · Rates