Sales & retention

Transform your sales & retention
with behavioural intelligence.

We help sales, retention and revenue teams improve acquisition,
conversion and loyalty by designing behaviourally intelligent
experiences that work with how people actually decide.

Common challenges we solve

Sales journey drop-off

  • Prevent customers abandoning at critical points in the funnel
  • Remove behavioural barriers that block task completion

Cross-sell & upsell optimisation

  • Increase uptake of add-ons and upgrades with well-timed offers
  • Frame value clearly to boost acceptance and satisfaction

Retention & loyalty

  • Keep customers engaged at key decision points
  • Strengthen renewals and contract continuation with behavioural design

Seamless renewals

  • Reduce friction to increase continuation rates
  • Build confidence so users commit long term

Conversion messaging

  • Design call scripts and digital comms that drive clear action
  • Use language that builds trust, clarity, and urgency

Turn intent into action

  • Turn interest into follow-through with behavioural triggers
  • Align journeys more closely with customer motivation

Where we intervene

Sales aren’t just about pushing products, they happen when people feel confident and understand the value. We use behavioural science to make that easier.

Pricing & promotional strategies

How options are framed, presented and compared to shape value perception and decision-making

Sales, renewals & retention

Clear, consistent conversations that build confidence and focus on value over discounts

Subscription models & loyalty programmes

We design subscription and rewards journeys that motivate sign-up, encourage usage and build long-term engagement

Acquisition

We design journeys and messages that convert prospects into customers and keep them engaged. From sign-up flows to proactive outreach.

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How we support

1 Diagnose

identify friction and missed behavioural cues in your digital and call journeys

tailor acquisition and retention strategies to behavioural profiles

Attention mapping – understand what customers notice (and what they don’t) in key sales or renewal flows

2 Deliver
  • Behaviourally intelligent scripts, copy and prompts
  • Optimised retention and acquisition journeys
  • Choice architecture for upsell and subscription design
  • Playbooks for agents and marketing teams
  • Pricing and offer frameworks rooted in behavioural science
3 Connect
  • Conductor – Codifies what works into behavioural sales and retention frameworks (e.g. “how we handle a waverer”)
  • Chorus – Houses live scripts, rebuttals, offers, comms and journeys — easily accessible and updatable for frontline teams

Impact We’ve Delivered

£ 0 m
uplift

via behaviourally optimised retention conversations, scaled from UK to global

0 %
CSAT

with higher scores from vulnerable customers

£ 0 m
increase

in value and +3% persistency

+ 0 %
uplift

in membership conversation through choice architecture redesign

Trusted by major brands

Why it works

Sales and retention success depends on more than just logic, it depends on how people feel, decide, and act in context. By applying behavioural science, we remove decision friction, prime for confidence, and build intuitive flows that increase action. The result is more human, more effective sales and retention experiences that scale.

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Ready to get started?

Explore how behavioural intelligence can improve your sales & retention.

CAT