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recurring revenue · the real game

05Retention

"I'm staying."

Job to be done

"When I'm 60+ days in and questioning the spend, I want enough proof of progress and warmth from the care team to keep going through the awkward middle."

Top tactics

  • Monthly clinician check-in (titration logic visible)
  • Progress dashboard: weight, NSV, energy, sleep
  • Refill reminders (7 days out, SMS)
  • Cohort-stratified content (M2 vs M4 patient ≠ same)

Watch this number

M3 retention Logo churn NPS Cohort LTV curves

Eudaven note

Compounded compresses the LTV ceiling vs branded (lower price), so the only path to LTV:CAC ≥ 3 is retention months. Every month past M3 is gross-margin gold. Engineer for M6 like a SaaS company engineers for net retention.

Operator action

Generate a brief for this stage

Pre-loads the brief synthesizer with this stage's JTBD, tactics, and KPIs. Pick a persona, channel, and offer to scope the brief. Costs ~$0.05 in OpenRouter calls and takes 5–10 seconds.

How to use

Journey stage

One stage in a customer journey — every brief targeting this persona × funnel-stage combination, plus the next-stage handoff.

How to use this page

  1. Read the stage definition at the top — funnel intent, primary message, expected next step.
  2. Browse the briefs targeting this stage. Click any to inspect.
  3. The "next stage" panel shows what the user should see after engaging here — verify the messaging hands off cleanly.
  4. If a stage looks thin (few briefs, low scores), generate more variants from the marketing hub.

Funnel stages reference

  • Awareness — introduce the pain, position Sage Vitality as the answer
  • Consideration — proof points, differentiation vs competitors
  • Conversion — offer + CTA
  • Retention — onboarding, adherence, win-back