Retention & Loyalty

The second purchase is where brands are really built.

Winning a new customer is expensive. Keeping one is where the profit lives. Vertical is a retention and loyalty agency that helps brands turn first-time buyers into regulars, through loyalty schemes, referral programmes, subscriptions and win-back journeys that feel generous rather than pushy. We connect every touchpoint to your customer data in Klaviyo and Shopify, so lifetime value grows steadily and every new customer is worth more than the last.

Every part of retention, working as one system

Retention strategy

We start with your customer data: how often people buy, when they lapse and what separates your best customers from the rest. From there we build a retention plan with clear targets for repeat rate, lifetime value and churn, agreed upfront.

An AI agent for retention and loyalty

Every retention programme we run comes with an agent from our agentic marketing system that reads your customer and order data around the clock. Ask who is about to lapse, how your scheme is performing or where lifetime value is growing, and get a clear answer backed by live data.

It spots patterns, drafts journeys and prepares offers. Our retention specialists review every recommendation before anything reaches your customers, so speed never comes at the cost of judgement, margins or the relationship you have built.

You
Which customers are most likely to lapse this month?
Customers who bought once in the spring and have not opened an email since are the biggest group at risk. Most of them bought the same starter product. I have drafted a win-back journey built around the natural next purchase for the team to review.
You
Is the loyalty scheme paying for itself?
Members are buying more often than non-members and redemption costs are within the budget we set. Repeat rate among new members is ahead of last month. I have prepared a summary with two suggested changes to the second tier.
Ask about your customer retention

Why brands choose Vertical for retention and loyalty

Retention rewards brands that know their customers and treat them well. We bring strategy, CRM, creative and data together in one team.

Built on your data

Every scheme and journey starts with what your customers actually do, so we focus effort on the moments and groups where retention makes the biggest difference to revenue.

Proven in pet food

Brands such as Canagan, Tribal and McAdams have grown email revenue and conversion value with us by giving loyal customers the right reasons to keep coming back.

Margins protected

Discounts are the easiest retention tool and the most expensive. We model the economics of every offer and lean on experience, recognition and convenience wherever they work just as well.

Joined up with email and SMS

Loyalty, referrals and win-back run through the same lifecycle programme as your email and SMS, so customers get one consistent experience rather than competing messages.

AI with human judgement

Agents predict lapse risk, segment customers and draft journeys at speed. Our team decides what launches and keeps every message generous, relevant and on brand.

Honest reporting

We measure lifetime value and repeat rate by cohort, not just campaign revenue, so you can see whether retention is truly improving or simply moving sales around.

See how our clients are changing their businesses

FaceGym
50% more purchases, 41% more bookings
Canagan
900% email revenue growth
Tribal
74.3% more conversion value
McAdams
148% more email revenue
Decant Group
477% more leads
Moskovskaya
5,560% follower growth, 550% ROAS
Elit Vodka
New identity, 400% more engagement
Aesthetic Intelligence
3,000+ leads per webinar, 3,200% ROI
Decant Group
“Vertical transformed the way we approach digital marketing. They helped us simplify a complex investment offer, build high-performing funnels and scale campaigns with confidence. The results speak for themselves with lead volume, quality and efficiency all improved dramatically. They’ve been a true partner in our growth.”
Robbie Heald
VP Growth, Decant Group
477%
more leads

Full-funnel paid media, creative and bespoke landing pages that made whisky and fine wine investment simple to say yes to.

View case study

A powerhouse in a Power Station.

Vertical is a small, senior team of strategists, creatives and performance marketers based at Battersea Power Station in London, with clients and colleagues around the world. Strategy, creative and performance come from one team, with AI built into how we plan, make and measure.

The building has stood on the Thames for the best part of a century, and for fifty years it kept London’s lights on. We like the precedent.

Retention and loyalty questions, answered

What is retention marketing?

Retention marketing is everything a brand does to keep customers buying after their first purchase. It covers lifecycle email and SMS, loyalty schemes, referral programmes, subscriptions, post-purchase experience and win-back journeys for lapsed customers. The aim is to increase how often people buy, how much they spend and how long they stay. Because existing customers already know and trust you, retention usually costs far less than acquisition and has a large effect on profitability over time.

What does a retention and loyalty agency do?

A retention and loyalty agency analyses your customer data, designs the programmes that encourage repeat buying and runs them day to day. At Vertical that covers retention strategy, loyalty scheme design, referral programmes, subscription journeys, win-back, lifetime value analysis and reporting. Because we also run email, SMS and paid media, we connect retention with acquisition, so you know how much a customer is worth and how much you can afford to spend to win one.

Do we need a loyalty programme?

Not always. A loyalty scheme works best for brands with products people buy repeatedly and a customer base large enough to make the mechanics worthwhile. For some brands, better post-purchase journeys, replenishment reminders or a subscription offer will do more than points ever could. We look at your purchase frequency, margins and customer behaviour first, then recommend the approach most likely to pay back, which may or may not be a formal scheme.

How do referral programmes work?

A referral programme rewards existing customers for introducing friends, usually with an incentive for both the person referring and the person referred. The best programmes ask at the right moment, such as after a great delivery or a positive review, and make sharing effortless. We design the incentive, the messaging and the placement across your site and emails, then track which referred customers go on to buy again, so the programme is judged on long-term value.

How do you reduce subscription churn?

Subscription churn usually comes from a few predictable moments: a first delivery that disappoints, too much product building up or a subscriber forgetting why they signed up. We design onboarding that sets expectations, flexible options such as skipping or changing frequency and timely messages that remind subscribers of the value they are getting. We also study cancellation reasons and test changes to the offer and cancellation flow to keep more subscribers for longer.

What is customer lifetime value and why does it matter?

Customer lifetime value is the total revenue or profit a customer generates over their relationship with your brand. It matters because it tells you how much you can afford to spend to acquire a customer and which channels, products and offers bring in the most valuable ones. We calculate lifetime value by cohort, so you can see how it changes over time and whether retention work is genuinely making customers more valuable.

Which platforms do you use for retention?

Most of our retention work runs through Klaviyo for email and SMS, connected to Shopify for order and customer data. We work with established loyalty, referral and subscription apps rather than building custom systems, and we choose them based on your needs rather than preference. Where SMS or WhatsApp fits your audience, we add it to the same lifecycle programme, so every channel works from one view of the customer.

How long does it take to improve retention?

Some improvements, such as better post-purchase and win-back journeys, can start affecting results within weeks. Changes to repeat rate and lifetime value take longer to show, because they depend on customers coming back over months. We agree early indicators to track, such as second purchase rate and engagement, alongside longer-term measures, so you can see progress well before a full year of cohort data is available.

How does AI support your retention work?

We use AI agents to predict which customers are likely to lapse, identify the next product each customer is most likely to buy, segment audiences and draft journeys and messages. That lets us personalise retention at a scale that would be impractical by hand. Every journey, offer and message is reviewed by our team before it reaches customers, so AI speeds up the work while experienced people protect your margins and your brand.

Bring us the ambition. We’ll build the system behind it.