The Smallest Possible Health Model
Three inputs beat twelve: activation state, usage recency/depth, and key feature adoption. Start with equal weights. If AUC/ROC against churn is ~0.5, your inputs are wrong, not your math. Fix the signals first.
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Churn 101: Involuntary vs. Voluntary
ByadminInvoluntary churn is failure to collect (payment issues, expired cards). Voluntary churn is a decision (no value, no budget, switching). The fixes differ. Involuntary churn is mostly ops and billing hygiene. Voluntary churn is product–market fit, onboarding, and value communications. Separate the streams in your reporting or you’ll chase the wrong problems.
What Customer Success Is (In One Paragraph)
ByadminCustomer Success is a company-wide strategy to maximize customer outcomes and, as a result, durable revenue (retention and expansion). In practice it integrates product knowledge, domain expertise, and relationship management into repeatable programs. The simplest test: do customers achieve the outcomes they hired the product for, and can we demonstrate that with data over time?
Digital CS ≠ Support
ByadminSupport resolves issues; Digital CS drives behavior change at scale. Think three loops: 1) Teach the next action (contextual nudges beat blasts) 2) Detect risk early (silence and strange patterns both matter) 3) Reward progress (show momentum) If ops, data, and CS are aligned, these loops reduce human workload while improving outcomes.
Onboarding: Three Checkpoints That Catch Most Problems
ByadminFor 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.
Define Outcomes Before Playbooks
ByadminPlaybooks without outcomes turn into activity reports. Start with 2–3 customer outcomes you can measure (time-to-first-value, usage depth, key feature adoption). Then write plays that move those, and instrument the deltas. If a play can’t be tied to a metric next week, it’s not ready.
Journey Maps for Fun and Retention
ByadminAlmost 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…