The Proven CX Framework to
Maximize Your
Revenue Retention

2X your revenue and 5X company valuation by boosting NRR 20%

Embed our proven post-sale CX framework, battle-tested over decades, to excel at the core competencies of a world-class CX.

Fully realize your brilliant vision.

The Framework

1) Time to Value
You have a repeatable process to onboard your customers, and Initial product adoption is quick and shows immediate value.

2) Prescriptive Methodology
Your customers are authoritatively guided to more success over time, building on the unique value you bring.

3) Packaging
Offerings support you and your customer's growth together.

4) Technology & Data
You have the right visibility and the right automation to power ultimate productivity.

5) Employee Engagement
Your team feels empowered and enabled to meet objectives.

NRR Calculator

Calculate Net Revenue Retention (NRR) and see it's impact on Enterprise Valuation.

Customer Onboarding Checklist

Always make a great first impression with your newest customers.

Explore our Free CX Tools

Start gathering the insights you need to paint a full CX picture.

Top CX Metrics Checklist

See what metrics matter most and learn how to calculate them.

Customer Health Scorecard

Drive more retention by proactively managing your customers and understanding their health scores.

The Problems We Solve
  • Customer churn is a surprise.

  • You have no objective view of your top customers.

  • You can’t accurately forecast renewals.

  • Your onboarding takes too long, and it’s not working.

  • Your offering feels like a discretionary, nice-to-have.

  • Your CX is custom and detailed and hard to scale.

  • Your customers don’t buy more from you.

  • Your customers escalate to Sales and leadership.

  • Your post-sale teams say they’re overwhelmed.

Take our baseline survey to see what problems we can solve for you

”I’ve had the benefit of working with Joseph and RetentionCX twice in our journey to best serve our customers. Woven has a 98% customer retention rate over 5+ years, and in 2022 we grew existing customer revenue by 30%. You don’t get results like that without the type of structure and playbook that Joseph brings to the table.”

- Matt Goebel, CEO, Woven

”Having worked with Joseph Loria for several years, I can say he is one of the few that 'gets it' when it comes to amplifying the importance of the customer experience and having that show up in more revenue after the initial sale. Any company able to have RetentionCX as a co-pilot on their team will certainly benefit from accelerated results!”

- DJ Muller, CEO, Testimonial Tree

Don't Just Take Our Word For It

”Working with RetentionworCX has been a boon for our team. From CX Associate to CEO, we're more confident and authoritative when working with clients, from onboarding to experiencing first value and beyond. RetentionCX made an incredible impact immediately.”

- Cody Pittman, CEO, Duett

Our Customers

About Me

Hi, I'm Joseph Loria, Founder & CEO. I have over 20 years of senior leadership experience, with full post-sale ownership in 5 high-growth tech companies. As a result, my reference list of CEOs, executive peers, and team members is both lengthy and healthy. I've led global teams of up to 70 members and have venture capital, private equity, and bootstrap experience. I built a customer experience from scratch that led to a 10X exit, and I've reduced initial time to value by more than 60% in multiple businesses. I love early-stage customer experience and enjoy helping startups and scaleups double down on their successes.

Curious to see if we can drive results for you?
Click below to take our 10-point survey.
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Call us at ‪(317) 975-0833‬ or fill out the form below.