Two canonical formulas:
– Gross Revenue Retention (GRR) = (Starting ARR − Contraction − Churn) ÷ Starting ARR
– Net Dollar Retention (NDR) = (Starting ARR + Expansion − Contraction − Churn) ÷ Starting ARR
GRR shows how well you keep what you have. NDR shows whether existing customers grow enough to offset losses. They answer different questions; track both.
The first two months set posture. The job isn’t heroics—it’s clarity. Outcomes the company expects from CS. Two or three leading indicators we’ll live and die by. Cadences that expose reality fast. What I do: – Map just enough of the current journey to find leverage, then stop mapping and run plays. – Publish a…
For most SaaS, three checkpoints prevent long tail pain: – Technical fit verified (auth, data in, integrations stable) – First value achieved (the “aha” the buyer actually cares about) – Owner named (who runs it day-to-day) If any checkpoint fails, pause expansion plays and fix root cause. Onboarding is leverage; don’t step over it.
Digital CS isn’t “CS, but cheaper.” It’s behavior‑driven messaging, self‑serve paths that don’t humiliate users, and targeted human help where it changes the slope. I build it around three loops: – Teach the next action. Contextual nudges beat newsletters. – Detect risk early. Silence is a signal. Weird patterns are, too. – Reward progress. Show…
Almost every organization has attempted customer journey mapping at some point. Too often, the result is an eye-pleasing visualization that soon sits forgotten in a slide deck. This happens because we don’t use CJMs in a way that guides us in solving real business problems. This methodology takes a different approach. It focuses on creating…
Journey maps are user-facing narratives that show what the person sees and feels. Service blueprints add the “backstage” layers: people, processes, and systems that create those moments. A practical pattern is: map one critical path end-to-end as a journey, then layer a blueprint to expose owners and measurement. That’s usually enough to run a focused…
Keep risk reviews to three questions: what moved this account’s health since last review, what’s the next intervention, and what evidence says it will work. Ban status theater. If we can’t state the risk and the counterfactual clearly, log an assumption and test it.