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RETENTION THAT PAYS FOR ITSELF

Grow loyalty, engagement, and lifetime value.

About Us

OUR PHILOSOPHY

OUR STORY

Castle & Rook was created to solve a common problem: brands invest heavily in acquisition, but rarely give lifecycle and CRM the strategy, structure, and attention needed to make retention truly profitable. We built our agency around fixing that.

Instead of surface-level tactics, we focus on the systems behind sustainable growth. Lifecycle mapping, CRM optimization, segmentation, cross-channel orchestration, and communication design that makes every touchpoint work harder. Today, we serve as a retention partner for brands that want deeper customer relationships and revenue that compounds over time.

OUR MISSION

Our mission is to make retention a strategic advantage for every brand we work with. That means building full-funnel lifecycle programs, optimizing CRM platforms, and running email, SMS, push, and in-app communications that consistently engage your customers at every stage of their journey.

Through clear strategy, thoughtful execution, and ongoing optimization, we help brands create retention systems that increase loyalty, lift LTV, and pay for themselves many times over.

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Client Testimonials

RETENTION SUCCESS STORIES

"Working with Castle & Rook completely transformed our retention marketing. We went from guessing and reacting to having a clear strategy, clean systems, and lifecycle programs that actually make money. It felt like having a true partner invested in our growth, not just an outsourced service."

Marshall Downey

Our Process

HOW WE BUILD YOUR RETENTION ENGINE

We combine strategic insight, data-driven analysis, and technical expertise to design, build, and optimize lifecycle systems that strengthen customer relationships and drive long-term revenue.

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AUDIT + ANALYZE

A data-driven evaluation of your lifecycle systems and performance.

Our Services

RETENTION & LIFECYCLE FOUNDATIONS

01

RETENTION AUDIT

Full diagnostic of your lifecycle ecosystem

02

LIFECYCLE EXECUTION

Campaign calendars, flow strategy, and full-channel deployment

03

ANALYTICS & A/B TESTING

Performance insights and structured experimentation

04

SEGMENTATION LOGIC

Smart targeting based on behavior, lifecycle & LTV

Our Services

ADVANCED CAPABILITIES

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SETUP & DELIVERABILITY

Clean architecture, DNS, integrations & warm-up optimization

06

CROSS-CHANNEL EXECUTION

Coordinated messaging across SMS, push, WhatsApp & more

07

LIST GROWTH & CAPTURE

High-quality subscriber acquisition via optimized touchpoints

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LOYALTY & LTV PROGRAMS

VIP, rewards & retention-driving membership experiences

Get in Touch

CONTACT US

Have a question or need more information? Reach out to us using the form below.

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