One system. Three levels of depth.

A managed retention function, not an email package: the Reorder Engine that reads your accounts and decides what needs attention, the retention automations and campaigns, the monthly review and strategy with me, and the work of running all of it. The plan sets how deeply that work runs across your customer base.

Plenty of agencies and CRMs do parts of this. The difference is that it’s one job, run for you: Retaain picks out the accounts whose buying has changed, I review what it finds and decide whether each one needs an email, a call or nothing yet, and I manage the email programme. Your team keeps the relationships, and there’s nothing for you to operate.

I look at your customer base, not the size of the business. If you need every account read and the core retention emails running, Foundation. If you also need to know which accounts matter most, Growth. If reps, territories or brands shape how customers are managed, Partner. I confirm it with you on the call.

Larger and more complex customer bases give me more worth acting on. Capacity is room to act when the data gives me a reason, not a campaign quota.

They shouldn’t, because volume isn’t the goal. Most retention emails go out because of what an account does, like a first order or a reorder running later than usual, so they reach the accounts they’re relevant to. Campaigns are planned with you each month, within your plan’s capacity. An account your rep is already working is handled with your sales team rather than treated as an ordinary retention opportunity, and a sensitive account can be kept out of automated retention email altogether. If there’s an account you’d rather I held back, tell me before the send and I’ll hold it where the timing allows.

No. I group customers by type only where it explains how they buy. Otherwise I work from order history, buying rhythm, account value and current movement.

No. Routine retention work runs consistently, and the accounts that warrant a conversation go to your team, with what changed and why. On Foundation, they are highlighted in your monthly review. Your reps keep the relationships.

No. Retaain works inside the email platform already in use.

No. Customer and order data is exported and supplied to Retaain. Direct ERP, accounting or B2B-portal access is not required.

No. This is a managed service, not software you log into. Retaain brings you the accounts that moved and what should happen next. I run the retention emails and tell your team which accounts need a person.

No. I build and run the retention system and report honestly on what moves inside your customer base. The one thing I guarantee is the launch timeline I control.

Then month one is free, as long as the delay is on my side. The 30 days start once I have usable data, access to your email platform and the approvals I need. From there, the agreed launch work goes live: the audit, the first read of your accounts, and your first reorder and win-back emails. That’s the part I control, so that’s the part I guarantee. I don’t guarantee revenue or sales results, and I’d be wary of anyone who does.

After the three-month initial engagement, it runs month to month, and you can end it with 30 days’ written notice. Your customer data stays yours, and so do the deliverables we agreed. Retaain’s own software, tools and methods stay with Retaain. What stays in your email platform depends on who owns and licenses it, as set out in our agreement.

Yes. Ask for your Reorder List: one customer and order export, and within five working days of a usable export arriving I’ll name the good accounts that should have reordered by now, with what I’d do about each. It’s free, and you keep it either way.