RetentionCX
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Insights on Customer Retention

Field notes on what actually moves retention, written for founders and CEOs.

Your Team Already Knows. Your Health Score Doesn’t.

Ask CSMs what they actually trust to judge account risk, and most will pick their gut over the health score. That’s not an adoption problem, it’s a design problem.

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The Forecast Was Fine. The Health Score Wasn’t.

A forecast quietly ran behind what the health scores predicted, and the reason wasn’t a people problem. It was a visibility problem, scores sitting stale while the accounts underneath kept changing.

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Accountability Partner not Pest

A CSM team worried about coming across as annoying when following up with customers. The real issue wasn’t tone, it was that success had never actually been defined.

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First Value

Defining "first value" sounds simple until you try it. The real work is separating it from the business outcome, first value is the down payment that earns the right to go get the real result.

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