A playbook
Stop churn and grow accounts
The revenue you don't have to win twice is the cheapest revenue you will ever get.
3 steps, 48 questions underneath
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1
Customer success and retention
Keeping the customers you already won, and the team that does it.
When should I hire my first customer success person? 5 → What is the difference between customer success and customer support? 4 → I just got handed my first set of accounts. What do I actually do in the first 30 days? 5 → What does a good customer onboarding actually look like? 5 → How do I build a customer health score that actually predicts churn? 5 → All 16 questions in Customer success and retention → -
2
Expansion, upsell and churn
Growing revenue inside accounts you already have, and stopping the leaks.
What is net revenue retention and why does every investor keep asking me for it? 5 → What is the difference between gross retention and net retention, and which one should I watch? 5 → What does land and expand mean, and does it apply to my company? 5 → How much churn is normal, and is mine bad? 5 → How do I spot which accounts are actually ready to expand? 5 → All 16 questions in Expansion, upsell and churn → -
3
Forecasting and GTM metrics
Pipeline coverage, stage conversion, CAC payback, magic number, and calling a number you can defend to a board.
What is pipeline coverage and how much pipeline do I actually need to hit my number? 4 → How do I work out CAC payback when I do not have a finance team? 5 → What is the magic number and should I care about it at my stage? 4 → Which handful of GTM numbers should a first time founder actually track? 6 → How do I calculate conversion rates by stage, and what do I actually do once I have them? 4 → All 16 questions in Forecasting and GTM metrics →