Canonical Components (v18)
L2 · 05 Client Retention
Expectations Roadmap · Request Feedback · Client Retention Offer · Client Renewal Process.
L2 · 05 Client Retention
Purpose: Retain clients and grow lifetime value.
| Slug | Name | Kind |
|---|---|---|
l2.retention.expectations-roadmap | Expectations Roadmap | page |
l2.retention.feedback-request | Request Feedback ↻ | process |
l2.retention.offer | Client Retention Offer | asset |
l2.retention.renewal | Client Renewal Process | process |
l2.retention.expectations-roadmap — Onboarding Handoff
Multi-sender email sequence ([[project_team_persona_handoff_pattern]]). Sender chosen by content_domain, not just sequence role:
- Andrea = brand story / origin
- Steve = care planning / operations
- (per brand) other team members
Generalized via brand.config.brand_os.team[].
5-step next-step cards (post-purchase):
- Check your inbox
- Andrea/POC will call within 24h
- NP/expert assessment (brand-specific)
- Custom plan delivered
- Service begins
l2.retention.feedback-request ↻
Cadence:
- Post-onboarding (7 days after first delivery)
- Monthly check-in
- Quarterly review
Output feeds:
- UGC capture flow (
l2.referral.ugc-request) - Brand health scoring
- Renewal trigger logic
l2.retention.offer
Renewal terms · auto-renew rules · loyalty incentive. Per CLAUDE.md §8 pricing mechanic.
l2.retention.renewal ↻
Renewal trigger · pricing escalator · 90-day-out rules. Automation via n8n + Resend + Stripe.
Reference rule
Min 2 / Max 4 reviewer-rated 4-5/5 library refs per sub-deliverable.