03 · Churn & Retention
See the risk early. Protect the revenue you have earned.
We build a retention operating model that connects customer health, adoption, and value to a clear view of revenue at risk. Your team gains prioritized intervention plans, accountable ownership, and a proactive renewal process.
When this is the problem
Does this sound like your business?
Renewal risks appear late. Onboarding and adoption are inconsistent. Customer signals sit in different systems. No one has a shared view of which accounts need action or who owns the response.
What we actually do
The work, step by step
- 01
Map onboarding and adoption with clear milestones, handoffs, and owners.
- 02
Define customer-health measures using available evidence about setup, support, product needs, relationships, usage, and value; make missing evidence visible.
- 03
Connect risk signals to alerts, escalation steps, and responsible owners.
- 04
Build a renewal calendar, revenue-at-risk reporting, and action plans for priority accounts.
- 05
Establish reviews of adoption, renewals, interventions, and reasons customers leave.
- 01
Onboarding
Milestones and handoffs
- 02
Adoption
Use, support, and value signals
- 03
Renewal
Risk review and action plan
Owner / action rail
Each signal has a named owner, an escalation step, and a next action.
What you receive
Concrete outputs
- Customer health scorecard
- Onboarding and adoption playbooks
- Renewal reporting
- Account save plans
How completion is defined
What acceptance means
Agreed health definitions, renewal workflows, ownership, and reporting are implemented and tested. Retention outcomes are monitored over time.
Relevant foundations
Customer data, lifecycle definitions, handoff ownership, support signals, and reporting.
See all foundationsWhat a health score is - and is not
Health scores guide action. They are not churn probabilities, and they are not the future REVHealth assessment score.
Questions
Common questions
Related
Often scoped alongside
Start with the problem that matters most.
See what's working, what's holding growth back, and where to focus first. REVHealth is our free Revenue & GTM Health Assessment. You get prioritised actions, a suggested owner for each, and a PDF report.
Free REVHealth assessment · Your result on screen and by email