Retain Term Optimization | Upgrade customers to longer-term plans
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BIG NEWS: Paddle acquires ProfitWell to "do it for you"

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Term Optimization

Reduce churn. Boost LTV. Drive cashflow.
appcues
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    Find the right users
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    One-click upgrades
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    Send the right offer
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    Influx of cash
Used by subscription companies who value retaining their customers:
  • appcues
  • bluejeans
  • insightly
  • prezi
  • zapier
  • canva
  • masterclass
  • hubspot
  • taxjar
  • codeship
  • teamgantt
  • hotjar
  • conversio

You're missing out

Longer term plans cancel less.

Quarterly and annual customers have significantly higher LTV.
2-4x higher.

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    Immediate cash
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    Less likely to churn

You can do better

We only ask customers upfront.

Most customers aren't ready for a long term commitment at sign up, especially if your annual discounts are confusing. There's definitely a better way.

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Retain does this automatically

Identify the right customer for upgrades

Using machine learning across engagement, plan, and 12 other data points, Retain identifies which customers are primed to upgrade to a longer-term plan.

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    Fits the model
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    High engagement

Right message,
right promotion

Retain's private labeled outreach across email, SMS, and in-app notifications are constantly iterated on to provide your customers with a seamless 1-click upgrade experience.

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Increase LTV,
reduce churn,
& drive cashflow

Retain's Term Optimization runs with no work on your part, so sit back and watch the upgrades come in. Transparent reporting and updates keep you in the loop.

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Doxy.me Customer Success
“It was so easy.

"ProfitWell Retain has been a key part of our retention strategy, particularly around Term Optimization. It took zero setup, automatically identified key customer personas, and has upgraded thousands of customers to annual plans for us so far. I would recommend Retain to anyone who wants to be proactive about their retention.”

Don’t just take
our word for it.

Schedule a Demo

More reasons to say yes

We do the work

Your Retain team is constantly running tests to increase your term conversion further.

Pay for performance

45 day free trial. Pay relative to Retain's ability to upgrade your customers after.

Private labeled

The complete experience to your customers is your brand from end to end.

PCI Compliant

We plug right into and utilize your existing billing system, so everything is safe and compliant.

15 minute set-up

We worked incredibly hard to make this easy for you. Only a few steps and you're ready to go.

Seamless Integration

If you already have Retain, it’s completely seamless to turn on Term Optimization.

Recover more with Retain

We study subscription businesses more than anyone else in the world and imbue that knowledge within our products to help you get back to your customer and your product.

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