Services
Most retention strategies fix the wrong thing. I help your team find the right one.
The difference is almost always behavioral. Understanding how your users' brains actually respond to your product changes everything about where you focus.
The CHARM Adoption Audit
$1,500
If users are activating but not sticking, something is breaking between their first session and the habit that would have kept them. This audit finds exactly where that happens — and why.
Using the CHARM framework, I evaluate your product experience through a behavioral science lens, identifying the friction points, missing habit cues, and lifecycle gaps that are quietly driving churn.
You walk away with
- A scored CHARM assessment across all five behavioral pillars
- Your top five adoption and retention risks ranked by impact
- A clear set of quick wins and deeper fixes
- A recorded presentation your whole team can reference
This is right for you if
- You have a product with real users and a retention problem you can't fully explain.
- You want to understand the behavioral why behind your churn, not just the what.
How it works
Onboarding call
A 30-minute call to align on your product, your primary user segment, and what you already know about where drop-off happens.
Async audit
A full behavioral walkthrough of your product experience, CHARM scoring across all five pillars, and friction prioritization.
Recorded findings presentation
A shareable presentation covering your top adoption and retention risks, prioritized recommendations, and quick wins your team can act on immediately. Includes an assessment of how your existing tools — Pendo, Appcues, or equivalent — are configured to surface behavioral signals.
Optional Q&A call
A 30-minute session to discuss findings and talk through next steps. Optional, but most clients use it.
Adoption by Design
$3,500 – $6,000 / month
For product and growth leaders who want a partner on both sides of adoption — getting users to the aha moment, and keeping them there.
Each month, you choose one deliverable from a structured menu organized by CHARM pillar. I do the analysis and deliver a clear, actionable document. We review it together and use it to set the focus for the month ahead. One focus. One deliverable. Every month.
Your monthly deliverable areas
- Feature launch reviews grounded in the CHARM framework
- Aha moment analysis and in-product guidance
- Onboarding flow, activation, and habit formation
- Activation and retention metric identification
- Positioning and messaging grounded in how your users actually think
- Lifecycle email strategy and re-engagement planning
This is right for you if
- You're at Series A or B with a retention or activation problem that's starting to affect your metrics.
- You want a strategic partner who understands both the product and the neuroscience behind why users stay or go.
- You don't want another generalist consultant. You want someone who can explain exactly what's happening in your users' brains — and what to do about it.
How it works
The retainer is async-first, designed to fit into the rhythm of a fast-moving product team.
Strategy Call
60 minutes to align on your current priorities and confirm the deliverable focus for the month.
Review Call
60 minutes to walk through the month's deliverable, discuss findings, and set the focus for the month ahead.
Async access
Questions and context-sharing via email or Slack, Tuesday through Thursday. I respond within 48 hours on business days.
The result
Your team always knows what to focus on and why it matters behaviorally. Not just what to build next — why it will actually make users stay.
Not sure which is right?
Most teams start with the audit. It tells you what you're actually dealing with — and whether ongoing work makes sense.