GUIDE
TEMPLATE

Churn Analysis Template

Churn Analysis Template

Introduction

Churn is not just a Customer Success problem. It cuts across the product, support, pricing, usage, customer success, user experience, the solution we are offering, and more.

A process is required which dictates that you analyze your own churn and do it right and holistically. Therefore, we’ve designed a FAIR process to do the same

F- Fair
A- Analyze
I-  Interview
R- Review

It is basically the post mortem of a churned account. Churn is inevitable. Period. However, the better we analyze churn, the better we will be at reducing the churn which is why we designed this process at CustomerSuccessBox.

Drive Customer Success throughout the Customer Journey!

Key Highlights

The objective of this template is to clearly define step-by step process for analyzing the reasons for a churned account.

  • Feedback is collected to obtain knowledge about the customer’s experience.
  • Data is being analyzed to identify the areas of improvement.
  • Exit Interview is being conducted to know about the reasons for their discontinuation.
  • Afterwards, the feedback is being reviewed with the internal teams.
  • Necessary action is taken to keep the relevant metrics on track.
Intro to the churn analysis template

There are 5 steps, as mentioned above, in the process of analyzing the churn. These steps are given in the template as shown below.

These steps are further categorized into different tasks so that you can keep track of the work-flow.

Grow your multi million dollar portfolio with the best Customer Success Software!

Images showing steps and tasks for CSM in Churn analysis

Also, the approximate time required for completing these tasks is given. You can also modify the tasks or time according to your business process as well.

Churn Analysis complete framework

Introduction

Churn is not just a Customer Success problem. It cuts across the product, support, pricing, usage, customer success, user experience, the solution we are offering, and more.

A process is required which dictates that you analyze your own churn and do it right and holistically. Therefore, we’ve designed a FAIR process to do the same

F- Fair
A- Analyze
I-  Interview
R- Review

It is basically the post mortem of a churned account. Churn is inevitable. Period. However, the better we analyze churn, the better we will be at reducing the churn which is why we designed this process at CustomerSuccessBox.

Drive Customer Success throughout the Customer Journey!

Key Highlights

The objective of this template is to clearly define step-by step process for analyzing the reasons for a churned account.

  • Feedback is collected to obtain knowledge about the customer’s experience.
  • Data is being analyzed to identify the areas of improvement.
  • Exit Interview is being conducted to know about the reasons for their discontinuation.
  • Afterwards, the feedback is being reviewed with the internal teams.
  • Necessary action is taken to keep the relevant metrics on track.
Intro to the churn analysis template

There are 5 steps, as mentioned above, in the process of analyzing the churn. These steps are given in the template as shown below.

These steps are further categorized into different tasks so that you can keep track of the work-flow.

Grow your multi million dollar portfolio with the best Customer Success Software!

Images showing steps and tasks for CSM in Churn analysis

Also, the approximate time required for completing these tasks is given. You can also modify the tasks or time according to your business process as well.

Churn Analysis complete framework

Download the Churn Analysis Template now

Download Template
Popular Guides
View All
Popular Templates
View All
Popular Guides
Customer Success Tools
Customer Onboarding
Customer Technology Stack
Customer Success jbo
Quarterlsiness Review
Chieuct Officer
Customer Health Scoring
Customer Success Manager
NPS Industry trends 2021
Customer Health etheh hr. rhrg
Star
NPS Industry t 2021
View all
#SuccessBound Monthly Newsletter
#1 Customer Success Software
Follow us for everything about Customer Success!
© 2021 Copyright Promoto. All rights reserved | Privacy Policy | Security | Terms and Conditions | Service Level Agreement
Request Demo
Get this guide on email
Get this template on email
Start Free Trial