Visual Infographic

The Customer Retention Cheat Sheet

Everything you need to know, on one page.

01

The Economics

5-7x

cheaper to retain than acquire

Source: Bain & Company

25-95%

profit increase from 5% retention lift

Source: Harvard Business Review

67%

of first-time customers never return

Source: National Restaurant Association

02

The Formula

Customer Retention Rate=(Customers at End-New Customers)รทCustomers at Startร—100
03

Retention by Industry

Dental
82%
Fitness
60%
Med Spa
55%
Barbershop
55%
Spa
50%
Coffee
45%
Salon
35%
Restaurant
33%
Auto Detail
33%

Average customer retention rates. Sources: industry benchmarks, Regulr internal data.

04

The 5 Retention Levers

1

Follow up within 48 hours

2

Build a loyalty program

3

Segment your customers

4

Send personalized offers

5

Track and optimize monthly

05

Key Formulas

Customer Lifetime Value

Avg Transaction x Visit Frequency x Avg Customer Lifespan

Churn Rate

Lost Customers / Total Customers x 100

Repeat Rate

Returning Customers / Total Customers x 100

Retention ROI

(Revenue from Retained - Cost of Retention) / Cost x 100

Save this cheat sheet

Bookmark it, screenshot it, or share it with your team.

Related guides

Get the full retention playbook

We'll send you our complete retention strategies guide โ€” free, no strings attached.

Join 2,400+ local business owners. We respect your inbox.