The Profit Recovery System
(And How You Can Access It)
The behavioral economics framework used by certified practitioners globally to recover millions in lost revenue. Built on 14 proprietary metrics,
tested across brands, available in three tiers.
THE ISSUE
You’re Paying Twice for the Same Customer
Here's what's happening right now:
You spend $47 to acquire a customer through Meta ads, Google, or influencers.
They buy once. They love the product. They have a great experience.
And then... silence.
Not because they didn't like you. Not because the experience was bad.
Because you never gave them a reason to come back.
So three months later, you spend another $47 to acquire them again—or more likely, they buy from a competitor who did ask for the second sale.
The result? You're stuck on the acquisition hamster wheel, paying $47 per customer, getting $82 per order, and calling it growth.
Meanwhile, your competitors who figured out retention are getting $328 from the same customer on the same acquisition cost.
The difference? They built systems. You didn't.
That's where we come in.
THE SYSTEM
The Three-Phase Profit Recovery System.
Whether you run this yourself via the platform, work with a certified practitioner,
or join the Inner Circle — the methodology is the same. Here's how it works:
Phase 1: The Forensics
We plug into your data sources (Shopify, Klaviyo, Google Analytics, Mailchimp, BigCommerce, or any other data sources).
Then we extract and analyse 14 core retention metrics most brands never measure:
Abandoned cart rate & recovery rate
Repeat purchase rate by cohort
Customer churn rate
Average order value (AOV) & trends
Customer lifetime value (CLV) - actual vs. potential
Lapsed customer volume (90, 180, 365+ days)
Email/SMS engagement rates
Post-purchase flow performance
VIP customer identification (top 10% by value)
Referral & word-of-mouth activity
We benchmark you against:
Industry standards for your vertical
Top-quartile performers
Your own historical data (if available)
What We Do:
A branded Profit Recovery Audit delivered as a PDF. This includes:
Current state dashboard (where you are now)
Gap analysis (where you're underperforming)
Lost revenue quantification in dollars - e.g., "You have 11,400 lapsed customers representing $340,000 in potential repeat purchases"
Prioritised roadmap (what to fix first, in order of ROI)
Conservative, likely, and optimistic revenue projections
What You Get:
How You Access This Phase:
TIER 1 - Platform (Self-Service):
Connect data sources → automated audit delivered in 48 hours as a branded PDF
Price: $497 one-time
Best for: Brands with internal teams who can implement
TIER 2 - Certified Practitioner:
Work with a licensed partner who delivers the full audit + live presentation
Price: $1,500-3,500 (varies by partner)
Best for: Brands who want expert guidance + implementation support
TIER 3 - Inner Circle:
Toby personally runs your audit + quarterly deep-dive sessions
Price: $50k-150k annually (10-15 brands only)
Best for: $3M+ brands requiring strategic retention architecture
Platform users: Receive an automated roadmap as part of the PDF audit.
Practitioner clients: Get a customised roadmap + live walkthrough with implementation timeline.
Inner Circle: Quarterly roadmap updates based on performance data + market shifts.
The Recovery Roadmap is broken into three tiers:
Quick Wins (Week 1-2):
Abandoned cart recovery flow (3-email sequence)
90-day lapsed customer win-back
Post-purchase thank you + cross-sell automation
Foundation Builds (Week 3-6):
180-day and 365-day win-back sequences
VIP identification + surprise & delight campaigns
Browse abandonment recovery
Customer preference survey + segmentation
Long-Term Systems (Month 3+):
Loyalty program design & implementation
Referral mechanics & incentive structures
Seasonal reactivation campaigns
Anniversary/milestone automation
For each tactic, we include:
Estimated revenue impact (conservative)
Implementation time & complexity
Tools/integrations needed
Success metrics to track
How The Roadmap is Delivered:
Phase 2: The Roadmap
A clear, executable plan with projected ROI before you spend a cent.
You decide what to implement and when. We can execute it for you, guide your team through it, or train them to own it.
What You Get:
Phase 3: Implementation
This is where we plug the leaks.
Depending on which tier you choose:
TIER 1 - Platform:
Access to Klaviyo flow template library
Step-by-step implementation videos
Email support for technical setup questions
You build it yourself (or with your team)
TIER 2 - Certified Practitioner:
Practitioner imports all templates into your account
Customises messaging/design to your brand
Sets up segments, triggers, and dashboards
Trains your team on ongoing management
Implementation timeframe: 4-6 weeks
TIER 3 - Inner Circle:
White-glove implementation by TLS core team
Custom retention architecture (not just templates)
Quarterly optimisation sessions with Toby
Priority access for urgent requests
Ongoing strategic partnership
Who Builds It Depends On Your Tier:
✓ The same proven Profit Recovery framework
✓ Pre-tested flow templates built on thousands of audits
✓ Behavioural economics principles from Sutherland, Cialdini, Kahneman
✓ Live performance dashboards (Looker Studio)
✓ Access to methodology updates as we refine the system
All tiers include:
WHAT HAPPENS AFTER 90 DAYS
Retention Isn’t “Set It and Forget It”
Once the systems are built, they need ongoing optimisation.
Customer behaviour changes. Offers decay. New opportunities emerge.
That's why most clients stay with TLS on an ongoing optimisation retainer (starting at $1,500/month) or performance-based partnership (TLS earns a % of recovered revenue).
What ongoing work looks like:
Monthly: Review performance metrics, test new subject lines/offers, add seasonal campaigns
Quarterly: Deep-dive strategy sessions, roadmap updates, new flow builds
Annually: Full retention audit refresh, benchmark against new data, identify next growth levers
You can also choose to take it in-house after 90 days—we'll train your team and hand over all documentation.
Either way, you own the systems. We just help you keep optimising them.
For Platform Users:
Access to template library updates (new flows added quarterly)
Optional: Upgrade to practitioner support or Inner Circle
Optional: DIY optimisation course ($297)
For Practitioner Clients:
Ongoing optimisation retainer (starting at $1,500/month)
OR: Train your team to run it in-house
OR: Performance-based partnership (% of recovered revenue)
For Inner Circle:
This IS the ongoing relationship (annual commitment)
Quarterly strategy sessions continue
First access to new framework developments
WHY THIS WORKS
The Unfair Advantages of Retention Marketing
1. No Rising Costs: Meta CPMs go up 20% year-over-year. Email to past customers costs $0.003 per send. The math isn't even close.
2. Higher Intent: Someone who already bought from you is 3-10x more likely to buy again than a cold prospect. You're marketing to people who already voted for you.
3. Compounding Returns: Acquisition is linear (spend $1, get $1 back). Retention compounds (increase repeat rate 5%, profit goes up 25-95%).
4. Platform Independence: If Meta bans your ad account tomorrow, your retention systems keep running. You own the relationship, not Zuckerberg.
WHAT MAKES US DIFFERENT
Why the Profit Recovery System Works
Where Others Fail
| Generic Retention Marketing | The Profit Recovery System |
|---|---|
| Focus on tactics (email flows, discounts) | Focus on behavioral economics (why people don't return) |
| Vanity metrics (open rates, clicks) | Commercial metrics (recovered $, CLV lift, repeat rate) |
| One-size-fits-all templates | Framework + customisation for your vertical |
| Agency-dependent (when they leave, system breaks) | System-dependent (works via platform, practitioner, or Inner Circle) |
| Black-box reporting | Live dashboards you control |
| They win when you spend more | We win when you recover more (performance-aligned) |
WHO DELIVERS THE SYSTEM
Three Ways to Access the
Profit Recovery System
1. The Platform (DIY)
Best for: Brands with strong internal marketing teams
You get: Automated audit + flow templates + implementation guides
Investment: $497 one-time
2. Certified Practitioners (Done-With-You)
Best for: Brands that want expert implementation
You get: Full audit + custom implementation + training
Investment: $3k-15k (varies by partner + scope)
3. The Inner Circle (Done-For-You)
Best for: $3M+ brands requiring strategic architecture
You get: Toby + white-glove team + quarterly optimisation
Investment: $50k-150k annually
WHO THIS WORKS FOR
This Works If You're...
The Profit Recovery System works for brands doing $300k-$100M+ annually. Your entry point depends on revenue, team capacity, and complexity:
$300k-$2M: Platform (self-service) or Certified Practitioner
$2M-$5M: Certified Practitioner or apply for Inner Circle
$5M+: Inner Circle (subject to availability)
✓ This Works If You’re…
✓ Doing $300k+ annually
You have a customer base worth mining. If you turnover less, the DIY audit is a great
place to start.
✓ Premium or lifestyle positioning
Your customers should want to come back—they're not buying on price alone.
✓ Tired of rising acquisition costs
CPMs keep climbing. ROAS keeps shrinking. You need a channel that doesn't depend
on Zuckerberg's mood.
✓ Comfortable with uncomfortable truths
We'll tell you what's broken, not what you want to hear. If you need validation, hire a cheerleader.
✓ Ready to treat customers like assets
Not email addresses. Not traffic. Humans who already voted for you with their wallets.
✗ This Probably Won't Work If You’re...
✗ Selling one-time, low-involvement products
If nobody buys toilet paper twice from the same brand, retention won't save you.
✗ Competing on price alone
Discount customers are loyalty tourists. They'll leave for 5% off somewhere else.
✗ Happy with 15% repeat purchase rate
If you think that's good enough, we're not your people..
✗ Looking for a magic bullet
This is strategic surgery, not a get-rich-quick scheme. It works, but it's not effortless.
✗ Unwilling to invest in retention systems
If you'll only spend on acquisition, keep scrolling. We can't help you.
WHO DELIVERS THE SYSTEM
Three Ways to Access the
Profit Recovery System
1. The Platform (DIY)
Best for: Brands with strong internal marketing teams
You get: Automated audit + flow templates + implementation guides
Investment: $497 one-time
2. Certified Practitioners (Done-With-You)
Best for: Brands that want expert implementation
You get: Full audit + custom implementation + training
Investment: $3k-15k (varies by partner + scope)
3. The Inner Circle (Done-For-You)
Best for: $3M+ brands requiring strategic architecture
You get: Toby + white-glove team + quarterly optimisation
Investment: $50k-150k annually
INTERESTED IN DELIVERING THIS SYSTEM?
Are You an Agency or Consultant?
If you're a marketing agency, Klaviyo partner, or eCommerce consultant, you can license the Profit Recovery System and deliver it to your clients under our certified practitioner network.
You get:
Complete audit framework + templates
Klaviyo flow library (all pre-tested)
Training + certification
Brand license to use 'Certified Profit Recovery Partner'
Lead flow from platform overflow
Ongoing support + methodology updates