Turnaround.
When the numbers stop working.
Three to six month structural reset for operators with collapsing unit economics. CAC inflation, retention collapse, board panic. Different symptoms, same underlying disease in most cases.
Who this fits
Blended CAC has crept past LTV. Day-30 retention has collapsed. CRM is running default flows. VIP programme is unstructured. Multi-market operator with two of three markets losing money. Sale process pre-due-diligence where the metrics do not yet support the valuation story.
The Northern Europe turnaround. Anonymised.
Licensed operator was burning capital on paid social with negative payback. The board was three months from cutting the marketing budget across the board which would have killed the channels that were working alongside the ones that were not. The diagnostic took two weeks. Two paid channels were doing eighty percent of the bleed. The CRM was running a generic lifecycle that ignored local bonus restrictions, and FTD-focused acquisition was undermining day-30 retention. The reset killed the two leaking channels, rebuilt the affiliate partner mix around three high-quality partners instead of fifteen mediocre ones, rebuilt CRM segmentation around day-30 retention as the leading indicator, and restructured the welcome offer to comply with local market rules. Six months in, blended CAC was down forty-seven percent, day-30 retention was up across all cohorts, and the board funded the next stage of growth.
Ready to discuss?
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Operator size, current state, the markets you are weighing. Same-day reply with a structured first read on whether this engagement actually fits.