Retention & Churn Model

Are you letting your hard-won customers slip through your fingers like sand through a sieve? My retention and churn analysis template is here to save the day. This handy tool will help you dig into your customer data and discover why people are bailing on your business. Armed with this knowledge, you'll be able to keep your customers around for the long haul and watch your startup soar to new heights.

Step 1. Transform the dataset
To transform our raw data into actionable insights we first have to prepare it in a way that enables the creation of customer cohorts. This is done by mapping events to the signup date of the associated user. The downloadable template shows how this is done in detail.

Step 2. Analyse retention
Now we can unlock the full potential of our customer data by using pivot tables to visually explore retention patterns within different customer cohorts. This powerful tool allows you to gain a deeper understanding of how different events and experiences impact customer loyalty and retention, helping you to make informed decisions about your marketing and sales efforts.

Step 3. Analyse cohorts
Bring your customer retention data to life with stacked area charts that clearly illustrate any declines or improvements over time. This allows you to easily spot trends and patterns, helping you to identify opportunities for improvement.

Step 4. Analyse segments
Take your customer retention analysis to the next level by breaking down the data by segments, such as event type or user properties like region, language, company size, or industry.

Step 5. Compare scenarios
Put your retention rate to the test by comparing it with different scenarios and benchmark data points. Every company is unique, but by looking at industry benchmarks and other relevant data points, you can get a sense of how your retention measures up and identify areas for improvement.

About me
I've spent the last 5 years building a multi-million ARR business, managing international growth teams, and seeing an 8-figure exit. I’ve seen what it takes to help SaaS companies achieve high levels of growth. And it's these secret insider resources that I list on Gumroad that have turned my team into a productive powerhouse, and now you can have access too.