Retention analysis
Churn, downgrades and expansion by cohort, segment and product, with the early signals that predict each.
Customer retention & expansion
Keep more of the customers you worked hard to win, and grow them.
Work to find out why customers leave or shrink, which accounts have room to grow, and what account management, onboarding, service and renewal routines will keep and expand them, measured in revenue retained.
WHEN COMPANIES CALL US
You may need this if…
- You win plenty of new customers but revenue doesn't grow as fast as it should.
- Customers leave without warning, and exit reasons are guesses.
- Account managers spend their time on whoever calls loudest, not on the accounts at risk or with the most potential.
- Customers buy one product from you but several of the kind you sell from competitors.
WHAT YOU GET
Outputs your team keeps and uses.
Customer research
Interviews with lost, at-risk and loyal customers about why they stay, shrink or leave.
Account plans and coverage
Who manages which accounts, how often, and the plan for the largest and most at-risk ones.
Save and expand plays
Specific actions for onboarding, renewals, cross-sell and win-back, with owners and triggers.
Retention dashboard
Revenue retention, risk flags and expansion pipeline in one monthly view.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–3
Diagnose
Analyze revenue by cohort, interview customers and map the customer journey after the sale.
- 2Weeks 3–6
Design plays
Build risk signals, coverage, and the save, renewal and expansion plays.
- 3Weeks 6–10
Launch
Train the team, run the first plays and track retained and expanded revenue.
QUESTIONS THIS ANSWERS
- Why do customers really leave or shrink?
- Which accounts are at risk right now?
- Where is the easiest expansion revenue?
- Is our account management focused on the right customers?
HOW WE MEASURE IT
- Gross and net revenue retention
- Logo churn
- Cross-sell attach rate
- Revenue from existing customers
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.CLIENT EXPERIENCE
What clients say about our growth & commercial excellence work.
We can’t say anything except they are incredible. They helped prove the valuation, the market, and craft the story for multiple presentation – both direct for sales decks and investors.
Dr. Mona HovaiziFounder & CEO, Gaux / Health Career CertsJustin at Aryo Consulting provided invaluable guidance for Mosspark Media’s startup journey. Expert advice and actionable strategies. Highly recommend!
WHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
Yes. Retention is owned by whoever touches the customer after the sale: sales, service, operations or billing. The work defines who does what.
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