Retention Ltv Playbook

Lifecycle frameworks for driving repeat purchase, loyalty, and subscription value.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Retention & LTV Playbook Skill

When to Use

Designing lifecycle journeys (onboarding, loyalty, win-back, VIP).
Benchmarking repeat purchase and churn signals by cohort.
Equipping lifecycle teams with proven offers, creative angles, and cadences.

Framework

Lifecycle Matrix – cohort segmentation (new, active, lapsing, churned, VIP, subscription) with KPIs.
Offer Library – incentives mapped to cohort + margin guardrails.
Channel Cadence – recommended mixes (email, SMS, push, communities, direct mail).
Measurement Stack – dashboards for repeat rate, LTV, churn, loyalty engagement, coupon reliance.
Testing Roadmap – prioritized experiments per lifecycle cohort.

Templates

Journey storyboard (touchpoint, trigger, creative brief, offer, KPI).
Loyalty program tracker (points, tiers, redemption metrics).
Experiment log for retention tests with hypotheses + guardrails.

Tips

Align offers with merchandising calendar to prevent message fatigue.
Incorporate zero/first-party data capture prompts early in the lifecycle.
Pair with launch-retention-program for automated plan creation.

More on the bench

Email Sequence

When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," or "lifecycle emails." For in-app onboarding, see onboarding-cro.

Alireza Rezvani

marketing-growth-copy+2

Social Media Manager

When the user wants to develop social media strategy, plan content calendars, manage community engagement, or grow their social presence across platforms. Also use when the user mentions 'social media strategy,' 'social calendar,' 'community management,' 'social media plan,' 'grow followers,' 'engagement rate,' 'social media audit,' or 'which platforms should I use.' For writing individual social posts, see social-content. For analyzing social performance data, see social-media-analyzer.

Alireza Rezvani

marketing-growth-copy+2

Launch Brand Kit

Packages updated brand guidelines, assets, and enablement resources for GTM teams.

marketing-growth-copy+2

Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”