Services:

CRM & Retention

Lifecycle marketing and retention that turn first-time buyers into lifetime shoppers and advocates.

We build the segmentation, journeys and campaigns in Klaviyo that keep customers coming back, utilising platform and first-party data to continuously refine our strategy.

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Cartoon man with tie walking and examining ground with magnifying glass.
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What This Is

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Without a robust retention strategy, customers buy once and disappear, databases go cold, and brands keep paying to reacquire people they already had.

We design the lifecycle strategy, automated journeys and campaigns that make your brand a compelling element in your customer's life, not just their inbox. Messaging is segmented, personal and on-brand. Flows trigger on real, observed behaviour, and we test and report on what's actually driving repeat purchase and advocacy, so that retention becomes a meaningful and compounding source of revenue.

Union Coffee Roasters case study

A strong retention strategy is the backbone of sustainable growth.

  • Segmentation & Lifecycle Strategy
  • Journeys & Automation
  • Testing & Reporting
  • How This Fits

Segmentation & Lifecycle Strategy

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Segmetation & Lifecycle Strategy:

Retention is both a revenue line and a relationship. Effective segmentation is the foundation: understanding exactly who your customers are and their purchasing habits, ensuring every message is deeply personal and highly converting.

We identify the revenue opportunities within your existing customer base and build your lifecycle strategy around them. We segment customers by value and behaviour, mapping the path from first purchase to genuine loyalty, and deploy the ideal mix of campaigns to keep your brand front of mind.

The result

Focussed action that moves your business, full visibility on why, and time spent only where it counts.

Journeys & Automation

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Journeys & Automation:

A customer's first purchase is the easiest one to win. What happens next dictates whether they remain a one-off buyer or become a lifelong advocate who consistently chooses your brand over the alternatives.

We build your returning revenue system, turning first-time buyers into repeat customers and leveraging crafted campaigns to cultivate long-term advocates. Strategic data capture grows your list, flows trigger on observed behaviour, and every touchpoint reflects your brand's distinct voice - designed explicitly to earn the next purchase.

The result

Problems traced to their real source,
fixes that address the cause not the symptom, and commercial gain across
the whole system.

Testing & Reporting

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Testing & Reporting:

Loyalty is something you can see in the data. Every flow and campaign needs to prove it's earning repeat purchases and advocacy - this keeps your retention efforts focused on what keeps customers close.

We test every flow and campaign, feeding the results into our centralised reporting so key performance metrics sit in a single view. We leverage platform data, first-party signals, purchase history and browsing behaviour to understand exactly what customers want and what brings them back.

The result

Automated decisions checked against expert commercial logic, errors caught before they reach your customers, and confidence in every output your systems produce.

How This Fits

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How This Fits:

Retention can operate as a standalone service or alongside your wider ecommerce function. When managed alongside trading and paid media, the same customer data feeds all three pillars, allowing the segments built here to directly inform your acquisition targeting.

Three situations tend to bring brands to this service: a cold database, strong first orders but weak repeat rates, or an ecommerce setup that's missing retention. Whatever your challenge, we step in and drive value from where you are.

How Heur Is Different

CRM is a specialist discipline that benefits from holistic strategic thinking.

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  • heur

Without Heur

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    Retention gets whatever attention is left over, with no real link to the trading plan.

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    Lists, tags and triggers get set up once and left to drift.

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    Each week's send follows a content calendar, not the trading plan.

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    Automations get built once and left running, regardless of what changes.

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    Text and email are planned separately, so customers get the same message twice.

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    Customers get the same generic segment, regardless of behaviour or value.

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    Customers lapse without notice, and the drop only gets noticed after the fact.

With Heur

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    Retention is treated as a core revenue line, planned strictly against the trading year.

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    Lists, tags and triggers are actively audited and optimised month-to-month.

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    Each week's send is directly dictated by the commercial requirements of the trading plan.

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    Automations are continually rebuilt to reflect changes in product range and customer behaviour.

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    Text and email are planned together, so neither repeats the other.

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    Customers are strategically segmented by purchasing behaviour, lifetime value, and buying cadence.

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    We identify drops in buying rhythm and intervene before a customer actually lapses.

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A customer never leaves without warning first. Our job is to catch it before they do.

Chris Raven / Co-Founder & CEO

Discover More

Magazine Articles

Read our magazine for clear, operator-led insights. We share the practical strategies and commercial advice you need to scale your bottom line.

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Case Studies

See exactly how we deliver compounding results. Explore our case studies to discover the strategic, connected gains we build for product-led brands.

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Resources

We are building a library of downloadable resources. Soon, you can access the exact tools and operational frameworks we use to drive growth.

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FAQs

What is CRM & Retention?

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It is the structural system that turns first orders into second, third and fifth purchases. This ensures you are not endlessly paying to reacquire the same customers, directly increasing profit without additional ad spend.

Why is CRM important?

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It costs on average seven times more to acquire a new customer than to sell to an existing one. This makes CRM crucial for scaling your business efficiently and balancing acquisition costs, while acting as an exceptional tool for driving brand advocacy.

Is CRM the same as sending email newsletters?

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The weekly email is just one component. We plan and execute those sends, but true CRM operates much deeper - using segmentation and behavioural triggers to guide customers and prospects into rich, highly relevant commercial journeys.

Can CRM run standalone, or only with ecommerce management?

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It can operate perfectly as a standalone project or ongoing managed service. We also frequently integrate CRM once ecommerce management or performance marketing is underway and critical gaps in retention are identified.

How do you segment the customer base?

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We segment based on actual shopping behaviour: repurchase timing, product affinity and engagement levels. These segments are built and maintained dynamically in Klaviyo, ensuring our effort is directed where it yields the highest commercial return.

What does protecting valuable customers mean?

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It means identifying customers at risk of churn before they lapse. We intervene with the precise message at exactly the right moment, rather than simply noticing they have stopped buying after the fact.

How quickly will we see results?

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Flow and segmentation gains can show within a month or two, since a fundamentals sprint works on existing traffic and customers rather than waiting on new acquisition.

Do you run SMS as well as email?

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Yes, and on the same schedule. Text and email are planned together so a customer does not get the same message twice, and SMS carries what needs to arrive quickly: back in stock, a dispatch note, the last hours of a promotion.