Founding Partner Application

Thank you for your interest in becoming a Founding Partner with The Retention Directive™.

I'm accepting 3 Founding Partners who commit before April 15, 2026.

Founding Partner Benefits:

50%+ off standard pricing for first 6 months
Lifetime rate lock thereafter (even as standard pricing increases)
Priority access to new frameworks and tools
Early input on Retention Directive™ resources

This application takes 6-8 minutes to complete. Your answers help me come prepared to our conversation with specific insights for your situation.

All applications receive a response within 48 hours.

Section 1: Company Profile

What is your company name?

What is your company’s approximate annual revenue?

What services does your company provide? (Select all that apply)

What is your primary service area?

How many full-time employees does your company have?

Section 2: Your Role & Authority

First name

Last name

Job Title

Which best describes your level of authority over marketing budget and strategy?

How many people are on your marketing team (including yourself)?

Do you currently work with an external marketing agency or consultant?

Section 3: Your Marketing Landscape

What is your approximate annual marketing budget?

Roughly what percentage of your marketing budget goes to acquiring new customers vs. retaining existing ones?

How would you describe your company’s lead flow throughout the year?

Heavily seasonal — we’re busy in summer/winter and slow in between

Somewhat seasonal — peaks and valleys but manageable

Fairly consistent year-round

Unpredictable — we never know what’s coming

Section 4: Your Retention Reality

Approximately how many active residential customers do you have in your CRM or database?

What percentage of your residential customers are currently on a maintenance plan or service agreement?

If a customer calls for a one-time service (repair, installation, etc.), what happens after the job is complete?

We send an invoice and that’s it

We send an invoice and a review request

We follow up within a few days to check satisfaction

We have a structured follow-up sequence (text, email, plan offer)

I’m not sure what our current process is

Do you know your approximate customer retention rate (% of customers who return year-over-year)?

No, we don’t track this

I have a rough sense but no hard data

Yes,

Do you serve commercial or B2B accounts (property managers, restaurants, offices, etc.)?

No, we’re primarily residential

We’re looking to grow our commercial business

Yes, but it’s a small part of our business

Yes,

Section 5: Your Goals & Readiness

What’s the single biggest frustration you have with your marketing right now?

If your retention strategy were working perfectly 12 months from now, what would be different about your business?

What happens next

I review every application personally. If your company is a strong fit for the Founding Partner program, I’ll reach out within 48 hours to schedule a 45-minute Retention Strategy Session. During that session, I’ll come prepared with specific insights based on your answers here—not a generic pitch. We’ll diagnose your retention gaps together, map out what retention-led growth could look like for your business, and determine whether the Retention Directive™ is the right partnership. No pressure. No obligation. Just a real conversation about whether there’s a better way to grow.