Find and fix the revenue leaks hiding in your customer growth cycle.

O’Hara Advisory works with growth-stage companies to use the data they already have to find exactly where revenue is leaking, connect the signals, and build systems their teams can trust and keep improving.

Not ready to book? Run the 90-Minute Leaky Channel Audit first and see exactly where your growth is leaking.

Experience and insights work across brands and industry organizations including:

Nationwide HP Disney APPA UVSA HABRI Petco Love Mars Veterinary Health Pet Partners Pethealth Nationwide HP Disney APPA UVSA HABRI Petco Love Mars Veterinary Health Pet Partners Pethealth
The Problem

Growth is happening. But something keeps getting in the way.

Most companies can feel the leak before they can see it. Revenue moves, customers come in, the team works hard — but the lift is not showing up the way it should.

01

New customers arrive, but the lift never shows clearly in revenue, retention, or margin.

02

Channel spend keeps rising, yet no one can say which customers stay, pay, and grow.

03

Every team brings a different report. Leadership decides from disconnected views.

04

Revenue is coming in, but there is no reliable way to see which customers are growing, stalling, or at risk.

The signals are already there. What is missing is a way to connect them into a picture your whole team can act on.

Ways to Work Together.

Start where the leak is loudest.

Not every company needs the full system on day one. Choose the path that fits where growth feels most strained right now.

START HERE

Not sure which path fits? Try the free LTV Diagnostic below, or run the 90-Minute Leaky Channel Audit. Both are low-friction ways to find your leak before committing to a multi-week engagement.

01.

Best For

Companies that want a fast, qualitative read before committing to a paid engagement

Quick diagnostic view on a laptop
FREE

LTV Diagnostic

Find your biggest customer value leak in minutes. Free.

The fastest, lowest-friction way to see where your customer lifetime value is leaking the most. No data entry, no platform, no call required. In a short self-assessment you can run on your own, you walk away knowing which part of your customer growth cycle is quietly draining the most long-term value, and where to focus first.

Start with the LTV Diagnostic
02.

Best For

Rising spend and unclear payback

Acquisition spend charts on screen

CAC Clarity Build

Find the leaks. Create the roadmap.

For companies spending more to win customers, but still unsure which channels, segments, or offers are actually worth the investment.

Find the Leaks
03.

Best For

Growth pressure without a trusted system

Team working through a system build session

Customer Growth System Buildout

Turn customer signals into a working growth system.

For companies with customers, revenue, and growth pressure, but no clear way to see what is working, what is draining margin, and what customers need next. The Buildout turns those signals into a working system your team can own and act on.

Build Your System
04.

Best For

Slowing retention, quiet churn, and missed expansion

A handshake between advisor and client

RetainIQ™

See where customers are ready to stay, grow, or drift.

For companies that know retention is a relationship, but do not yet have a clear way to see which customers are healthy, drifting, generating less revenue than they should, or ready for deeper engagement.

Strengthen Retention
05.
Executive advisory discussion

Custom Advisory and Fractional CDO Support

For companies that need executive data leadership, governance, or ongoing strategic support before, alongside, or beyond a defined customer growth engagement.

Explore Custom Advisory
Diagnostic Audit Route

Want to start with one specific question? Run the 90-Minute Leaky Channel Audit.

Run the 90-Minute Leaky Channel Audit to see which channels are helping growth, which need fixing, and which may be quietly draining budget.

Run the Audit — $2,500
The Buildout
Customer growth system in practice

Build the customer growth system your team can own.

O’Hara Advisory leads the Buildout with your internal owners, turning customer and revenue signals into a working growth system your team can run confidently after the engagement ends.

The Customer Growth System Buildout is a 12 to 16-week guided engagement. Every Buildout is scoped to fit your data, team, and growth goals, so the work is practical, focused, and built to stick.

How the Buildout works

Map the Customer Revenue Path
Identify where customers generate margin, where that momentum stalls, and what signals already exist inside the business.
Connect the Growth Signals
Link acquisition, retention, expansion, customer behavior, and revenue data into the Customer Growth System Blueprint.
Translate Signals into Growth Decisions
Create the Customer Growth Decision View so leadership knows where to focus next.
Install the Customer Growth Operating Rhythm
Train internal owners, define handoffs, and create the Customer Growth System Playbook so the work keeps moving after the engagement ends.
Why This Works.

Five reasons the system holds.

Why the O’Hara Advisory system holds

It starts with the data you already have.

No new stack required before the work begins. O’Hara Advisory finds the useful signals already sitting inside your CRM, marketing, finance, support, and revenue systems. If something new would genuinely help, that conversation happens later, with a clear reason.

It connects acquisition to long-term customer retention and margin.

The system does not stop at who converted. It shows which customers stay, grow, and create margin over time. That view changes where you invest and what you stop funding.

It turns retention into a relationship system.

Customers stay when the systems around them show they are understood, worth the company’s continued attention, and hearing back from it in ways that matter. O’Hara Advisory helps build those systems, not just measure the outcomes.

It gives leadership a trusted way to decide.

The Customer Growth Decision View replaces the competing reports with one shared picture. Leaders stop debating and start moving.

It is built with your team, not handed off to them.

This is not a consultant-owned deck that gathers dust. O’Hara Advisory leads the work so your internal owners can pick it up, run with it, and build on it long after the engagement ends.

Retention Is a Relationship

Retention Is a Relationship. The System Is How You Prove It.

Companies know they want stronger customer relationships. Under growth pressure, those relationships often get buried under targets, channel decisions, leadership questions, and the next acquisition push.

Growth becomes predictable when you understand the behavior underneath it. O’Hara Advisory builds customer growth systems that surface those behavioral drivers, so your team can see why customers stay, grow, or drift before the numbers confirm it.

O’Hara Advisory brings the relationship back into view using customer behavior, revenue data, and behavioral science. The goal is not simply to prevent churn. It is to build systems that show customers they are understood, then turn those signals into better decisions about retention, expansion, and customer experience.

Retention is not a metric. It is the result of a company consistently showing its customers they matter.

Why the Pet Industry

Deep concentration in one vertical means we start at your level — not at slide one.

Recurring by Nature

Pets create decade-long customer relationships. We help you price, retain, and expand them like the annuities they are.

Fluent in Your Models

Vet groups, grooming & boarding, pet SaaS, subscription retail, insurance — we know the benchmarks, margins, and pitfalls of each.

A $300B+ Market in Motion

Consolidation, premiumization, and tech adoption are rewriting the category. We help operators get ahead of all three.

Proof and Outcomes

Clearer systems. Stronger growth decisions.

Case Study

Customer intelligence system, growth-stage pet insurance and microchip company

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Led a multi-year engagement integrating behavioral, demographic, and transactional data to answer one question: which customers are worth more than they cost to acquire, and how do we adjust our systems to acquire more of them?

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Surfaced channel and product economics the company hadn’t seen before, including a sharp efficiency gap between digital and call-center acquisition, and between lifetime and annual purchasers.

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Findings reshaped targeting strategy and informed a recommendation to redesign the web purchase experience for the highest-value buyer profiles.

Kerry O’Hara, Founder of O’Hara Advisory
Founder & Principal

Kerry O’Hara, PhD

Founder Credibility

Meet Kerry O’Hara, PhD

Kerry O’Hara is a behavioral psychologist and customer growth strategist who spent two decades inside organizations like Nationwide, HP, and Disney before building the practice she wished had existed. She holds a PhD in Industrial-Organizational and Clinical Psychology, has been quoted in Pet Food Processing, and was profiled by Veterinary Advantage for her work on consumer behavior and industry strategy.

Every O’Hara Advisory engagement is principal-led. You work with Kerry directly, not a junior team, not a handoff. She builds customer growth systems for growth-stage companies, with deep recognized expertise in pet and animal health.

FAQ

Frequently Asked Questions

What does O’Hara Advisory actually help companies do?

O’Hara Advisory helps companies identify which parts of their customer growth cycle are generating margin, which are stalling, and where growth is quietly losing strength. Then we turn those signals into a repeatable decision system leaders can trust, teams can use, and customers can feel through better experiences, stronger retention, and more meaningful growth.

Do we need a new data stack to work with you?

No. The work starts with the data, tools, and customer signals you already have. If broader data infrastructure work is needed, O’Hara Advisory can help scope that separately.

Is this done for us or built with our team?

Built with your team. O’Hara Advisory leads the method, structure, analysis, and implementation process so internal owners can take it forward independently.

90-Minute Leaky Channel Audit

Not sure where to start?
Run the audit.

Enter the numbers you already have. The self-directed calculator returns CAC, LTV:CAC, payback, and a clear Scale, Fix, or Cut recommendation — yours to keep and rerun anytime.

Run the Audit