When customers don't stick

If customers buy but don't see the value, or leave for reasons nobody tracks, retention is where the revenue is.

  • Customers buy, but too few get far enough to see the value.

  • Customers phone or email to do things the portal should let them do.

  • Renewal forecasts are based on gut feel, not what customers actually do.

  • Onboarding, product messages and account management feel like three separate companies.

  • Customers leave for different reasons, and they all get the same save offer.

Small frustrations cost customers

How easy you are to deal with decides whether customers stay.

  1. Find out why customers leave

    Churn and downgrades split by customer type, age, usage and stated reason, plus interviews with customers who stayed and some who didn't.

  2. Fix the first weeks

    Onboarding that gets new customers to the point where the product is useful, sooner.

  3. Build self-service people use

    Portals and account journeys where customers can renew, upgrade and change things without calling you.

  4. Connect the messages

    Email and in-product prompts that match what customers are doing, not a fixed schedule.

  5. Measure what's kept

    Retention, renewals and upgrades by group of customers, so you can see what's working.

What retention isn't

Three things that mislead teams.

Email automation isn't a retention strategy

Good messages help, but they can't make up for a product that's hard to use or a service that lets people down.

Happy scores don't predict renewal

NPS tells you how people feel. Renewals, usage and upgrades tell you what they'll do. Track both.

Strong expansion can hide churn

Upsells from some customers can mask losses elsewhere. Look at customers lost as well as revenue grown.

Where are customers slipping away?

Five questions to find your biggest retention gap.

  • How long does a new customer take to get real value, and do you measure it?
  • What are the three most common reasons customers contact support?
  • Which of those could they do themselves, if the portal let them?
  • Do you know why your last ten lost customers left?
  • Can customers renew or upgrade online without speaking to anyone?

The things people usually ask

Plain answers about retention strategy, what's involved and what we need from you. Anything else, just ask.

Is this the same as customer success?

No. We don't run your accounts. We improve the product, portal and journeys your customer success team relies on.

Does it only work for SaaS?

No. It works for any business where customers renew, reorder or upgrade, including subscription and service businesses.

What data do you need?

Usage, CRM and billing data where you have it, and access to some customers to talk to. We'll work with what exists.

Ways to get started

  • Projects

    Bigger products and platforms, built end to end or with our specialists in your team.

    Typical range
    £50k to £250k+

If we sound like a good fit, let's talk.