Browse · Group 12 of 17
Keep customers
Find the point where customers start to stay, onboard them to it, score every account each week, run cancellation calls, read churn by cohort, run support well, and earn more referrals by giving more value.
- SOP 129 Derive the activation point
When customers leave sooner than you want: find what your best long-staying customers did, then change messaging and onboarding to drive everyone there.
- SOP 130 Separate revenue churn from logo churn
When you count how many customers leave but not how much money leaves: track revenue churn beside logo churn and watch for net negative churn.
- SOP 131 Run the keep-one and remove-one survey
Find which parts of what you deliver customers actually value, so you do more of those and cut the rest; keep in touch between surveys.
- SOP 132 Run the cancellation call
When a customer says they want to leave: get them on a call, let them vent, save them with a redo or upsell, then resell.
- SOP 133 Run the five retention habits and expect the first-month rise
When customers leave as fast as you win them: run the five retention habits, and warn people that churn rises in the first month.
- SOP 138 Keep value above price to hold customers
When customers leave faster than you want: learn why value above price, reading price against churn and cutting churn matter before picking a fix.
- SOP 139 Onboard customers to the activation point
When you know your activation point and want every new customer to reach it: plan onboarding, what it covers, its format and whether to charge.
- SOP 140 Incentivize activation and time unlocks past churn points
Use to reward customers for activating, place unlocks just past the points where people usually cancel (SOP 158 puts incentives before them), and catch paying customers who stopped using the product.
- SOP 141 Connect members to each other
When customers are held to you by a single thread: connect members to each other through group events, introductions, a podcast and member spotlights.
- SOP 142 Correct or remove bad customers
When some customers spoil the experience for others: delete bad posts, give three strikes, pin the best posts and set up post categories.
- SOP 143 Build the four-milestone customer journey
Use for a simple plan of what every customer should do after buying: activate, give a testimonial, refer and ascend.
- SOP 144 Hold support to five service standards and grade each rep
When you run support: hold every customer contact to five service standards, train reps on the moves, and grade each rep with a short survey.
- SOP 158 Diagnose churn by cohort
When churn has gone up: split customers by sign-up month, product and rep, read the month-by-month grid, and act before the drop (SOP 140 places unlocks just after it).
- SOP 161 Give customer service reps an empowerment wheel
When support reps answer from templates: decide what reps may fix alone, set a spending limit, and give them options to make things right.
- SOP 169 Blend the customer journeys across products
When customers can move through several products in different orders: map every path, give each its own handling, cut low-return paths and automate tags.
- SOP 178 Triage support to specialized reps
When a 250-plus-person business's support is swamped by new products and customer types: train reps by product, route customers to them, and standardize notes.
- SOP 235 Get customers to buy again: make it good, onboard, remind
Use when you want customers to buy more often and leave less: improve the product, onboard well, remind them to buy, and run promotions.
- SOP 273 Score every customer red, yellow or green each week and act on the color
When customers leave faster than you want, give every account a red, yellow or green color each week and run the response that color calls for.
- SOP 284 Earn more referrals by giving more value
When customers are happy but few refer, raise the value they get until referring is natural, then ask for referrals the way you would make an offer.