The Retention Reality Check™ — The Retention Studio LLC
The Retention Studio LLC  ·  Retention Intelligence™

The Retention
Reality Check™


A guided diagnostic for owner-led professional services businesses. Know where your retention is breaking before someone walks out.

25
Questions
5
Touchpoints
~45
Minutes
One-time access  ·  $27

25 statements · 4-point scale · Results include retention profile, touchpoint analysis, 30-60-90 day action plan, cost calculator & downloadable PDF

Retention Reality Check™ What this is and how to use it
Joanne Boigris
I've watched the same five breakpoints cost good companies their best people. This diagnostic shows you which ones are forming in yours.
JOANNE BOIGRIS  ·  FOUNDER, THE RETENTION STUDIO
15+ years  ·  $21.5M retained  ·  Retention Intelligence™ methodology

You already know.

Someone on your team is closer to leaving than you think. This tells you exactly where the risk lives.

01
Built for the person who owns the room.
25 statements across 5 retention touchpoints. Honest answers only.
02
Rate honestly. Not aspirationally.
Never to Consistently. The most useful results come from the most honest answers.
03
A score. A breakdown. A clear next step.
Composite retention score and profile, 5-touchpoint breakdown with band ratings, touchpoint-by-touchpoint gap analysis, 30-60-90 day action plan, retention cost calculator, and a downloadable PDF report.
04
Everything in a downloadable PDF.
Take it to your leadership team. Share it with your board. Act on it this week.
Connect
First 90 Days
Align
12–18 Months
Place
Role Fit
Invest
Growth
Amplify
Advocacy
The Retention Intelligence™ Framework  ·  5 Touchpoints  ·  25 Questions
Case Study 1 · Fast-Growing Agency
Score: 57/100 · The Slow Leak
Vantage Creative  ·  18 people
Overall: 57/100  ·  Profile: The Slow Leak
Connect 9Align 11 Place 14Invest 10 Amplify 13
The Slow Leak
People aren't leaving dramatically. They're leaving in the way that's hardest to see coming.
  • Vantage doubled headcount in 18 months. Onboarding and alignment infrastructure never kept pace — people joining now have a fundamentally different experience than the founding team.
  • Connect and Invest scores reveal that new hires feel dropped in rather than guided through. The structure that worked at 9 people doesn't scale to 18.
  • Three departures in the past year — all within the first 14 months, none flagged in advance.
Scores represent a realistic pattern for fast-growing professional services companies.
Case Study 2 · Established Consulting Firm
Score: 65/100 · Calm on the Surface
Meridian Advisory  ·  44 people
Overall: 65/100  ·  Profile: Calm on the Surface
Connect 15Align 16 Place 12Invest 8 Amplify 14
Calm on the Surface
The company looks stable. The data suggests it's more fragile than it appears.
  • Strong onboarding and clear values — but development investment has quietly flatlined. People feel seen in year one and invisible by year three.
  • The Invest score of 8 is the highest-risk number in this profile. Career conversations are reactive at best and absent at worst.
  • The departures that hurt most are the ones nobody saw coming — and at Meridian, those tend to be the three-to-five year employees.
Scores represent a pattern common in well-established companies with strong culture but underdeveloped development infrastructure.
Case Study 3 · Intentionally Retention-Focused
Score: 78/100 · Built to Hold
Clearpath HR  ·  27 people
Overall: 78/100  ·  Profile: Built to Hold
Connect 17Align 16 Place 15Invest 16 Amplify 14
Built to Hold
The infrastructure is strong. The gap is in how loudly people are advocating for it.
  • Clearpath scores strong across four of five touchpoints — a genuine retention-first culture with intentional systems behind it.
  • The Amplify gap is worth watching: people love working there but don't talk about it. Referrals are underperforming relative to the quality of the internal experience.
  • For Clearpath, the next investment is turning satisfied employees into active advocates — before a competitor figures out how to recruit them.
Scores represent a pattern for companies that have invested deliberately in retention infrastructure.
Retention Reality Check™ Three final questions — not scored
Almost There

Three final questions.

These aren't scored. They shape your recommendations and the language in your report.

Your Retention Reality Check™ — Results
out of 100
Retention Cost Calculator
What Churn Is Actually Costing You
Fill in what you know. The rest calculates automatically.
Annual salary of a key role ($)
Team size (number of employees)
Months until a replacement was fully productive
Cost Per Departure
Recruiting, onboarding & ramp (1.5× salary + productivity gap)
Est. Annual Departures
Based on team size and auto-calculated turnover
Total Annual Exposure
What churn is costing you every year
If that number lives only in your head, it's easy to rationalize.
When it's on paper, it tends to change budgets.
First 30 Days
Days 31–60
Days 61–90

Includes your score breakdown, ROI calculation, 30-60-90 day plan, and touchpoint analysis

Ready to Build the System?
You know where the gaps are.
Now build the system.

The Retention Intelligence™ Audit goes deeper. One 90-minute working session — all five touchpoints diagnosed, one precision fix deployed before the session ends, and a 90-day roadmap built around what your scores found.

90-min diagnostic session$1,500
5-touchpoint gap map$1,200
Turnover cost analysis$800
1 precision fix deployed live$1,500
90-day action roadmap$600
Day 7 check-in call$400
Total value$6,000+
Use code AUDIT for $500 off
$1,447 $947
Book the Retention Intelligence Audit → $947 →
We'll walk through your scores together and determine if the Audit is the right next step.
Questions? Email [email protected]
Share Your Retention Profile

Every leader who takes this assessment starts seeing retention differently. Share where you stand.

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