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, 12 questions underneath, read for doing the work
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1
Customer success and retention
Keeping the customers you already won, and the team that does it.
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2
Expansion, upsell and churn
Growing revenue inside accounts you already have, and stopping the leaks.
How do I spot which accounts are actually ready to expand? 5 → How do I run an upsell conversation without sounding like I am shaking them down? 5 → How do I work out why customers are actually churning instead of guessing? 5 → We are losing customers to failed payments. How do I fix involuntary churn? 5 → -
3
Forecasting and GTM metrics
Pipeline coverage, stage conversion, CAC payback, magic number, and calling a number you can defend to a board.
How do I calculate conversion rates by stage, and what do I actually do once I have them? 4 → How do I forecast my own quarter as an AE so my manager stops overriding my number? 4 → Our win rate dropped this quarter. How do I work out why rather than just guessing? 4 → How do I tell whether my pipeline is real or just hopeful? 4 →
Other playbooks
eChai Partner Brands
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