The Retention Program
Implementing an Impactful Retention Playbook
17th June - 28th June
The live sessions start at 10am Standard Eastern Time
Network of Customer Success Managers. Exclusive and limited group SaaS, Tech and Subscription Businesses.
NRR breakdown
Prioritization
Goal Discovery Framework
Objection Breakthrough Formula
Orchestration
Turnarounds
Brainstorming Framework
We recommend to set aside about a total of 3 - 3.5 hours distributed over the week.
The Retention Program is designed to equip you with the skills and tools necessary to reduce churn rates, increase expansion, and ultimately improve Net Revenue Retention.
Over the course of this program, we will cover a range of topics, including customer behavior and psychology, identifying and measuring key retention metrics, implementing effective retention strategies, and using data to inform decision-making. You will gain practical, hands-on experience in implementing impactful retention playbooks.
Throughout the program, we will provide you with a variety of resources to support your learning, including a comprehensive playbook, frameworks, templates, planning tools, and scenarios. You will have the opportunity to learn hands-on and practice these skills in real-world situations.
The first part of the program will focus on NRR breakdown and prioritization. You will learn to understand and measure the key metrics that impact your business, and prioritize your efforts to address areas with the greatest potential for impact.
During the second part of the program, we will provide frameworks such as the Goal Discovery Framework, Objection Breakthrough Formula, Orchestration, Turnarounds, and Brainstorm Framework. These frameworks will enable you to develop effective retention strategies that resonate with your customers.
By the end of the program, you will have developed a deep understanding of customer behavior and psychology, and be equipped with the skills and tools necessary to build and implement impactful retention playbooks. The Retention Program provides an unparalleled opportunity for you to enhance your professional development and drive meaningful outcomes for your customers and your business. You will receive a comprehensive playbook, frameworks, templates, planning tools, and scenarios to help you practice and build your own playbook to reduce churn rates, increase expansion, and ultimately improve Net Revenue Retention.
Welcome & Overview
Course Start survey
Concepts & Common Definitions
Monday - Pre-recording: NRR Breakdown
Monday - Pre-recording: Prioritization
Monday - Pre-recording: Goal Discovery
Monday - Pre-recording: Objection Breakthrough
Additional Material: Orchestration
Additional Material: Orchestration Framework
Tuesday - Live session
Wednesday - Scenario Week 1
Thursday - Live session
Friday - Quiz Week 1
Monday - Pre-recording: Success Potential
Monday - Pre-recording: Brainstorming framework
Monday - Pre-recording: At-Risk Analysis
Fit, Success Potential and Alignment Worksheet
Brainstorming framework template
Tuesday - Live session
Wednesday - Scenario Week 2
Thursday - Live session
Friday - Quiz Week 2
Lincoln Murphy
Johan Nilsson