Customer Retention Plan Prompt

Create a customer retention plan for [YOUR BUSINESS/PRODUCT].

Current situation:
Product/service: [WHAT YOU SELL]
Current churn rate: [PERCENTAGE PER MONTH]
Average customer lifetime: [MONTHS/YEARS]
Customer acquisition cost: [AMOUNT]
Average customer value: [LIFETIME REVENUE]
Main churn reasons: [WHY PEOPLE LEAVE]

Generate complete retention strategy:

**Churn Analysis** (Understanding why customers leave)

When do customers churn:
0-30 days: [PERCENTAGE] (Onboarding failure)
30-90 days: [PERCENTAGE] (Value not realized)
90-180 days: [PERCENTAGE] (Better alternative found)
180+ days: [PERCENTAGE] (Needs changed)

Why do customers churn:
Reason 1: [DIDN'T SEE VALUE]
Percentage: [HOW COMMON]
Fix: [WHAT TO IMPROVE]
Reason 2: [TOO EXPENSIVE]
Percentage: [HOW COMMON]
Fix: [WHAT TO IMPROVE]
Reason 3: [TOO COMPLICATED]
Percentage: [HOW COMMON]
Fix: [WHAT TO IMPROVE]
Reason 4: [FOUND ALTERNATIVE]
Percentage: [HOW COMMON]
Fix: [WHAT TO IMPROVE]
Reason 5: [POOR SUPPORT]
Percentage: [HOW COMMON]
Fix: [WHAT TO IMPROVE]

Early warning signs:
Decreased usage
Support tickets spike
No logins for X days
Features unused
NPS score drops

**Onboarding Optimization** (First 30 days)

Goal: Get to first value moment in [TIMEFRAME]

Day 1: Welcome and Setup
Send: Welcome email with clear first step
Action: Complete profile setup
Metric: [PERCENTAGE] complete setup

Day 2-3: Quick Win
Send: Tutorial for easiest valuable feature
Action: Complete first task
Metric: [PERCENTAGE] achieve first win

Day 7: Check-in
Send: "How's it going?" email
Action: Respond to any struggles
Metric: [PERCENTAGE] engagement

Day 14: Feature Discovery
Send: "Did you know you can..." email
Action: Try second key feature
Metric: [PERCENTAGE] feature adoption

Day 30: Success Check
Send: Usage report and tips
Action: Identify power users vs at-risk
Metric: [PERCENTAGE] active users

Activation criteria (what defines success):
Used [X] features
Completed [Y] actions
Logged in [Z] times
Achieved [specific outcome]

**Engagement Program** (Ongoing relationship)

Monthly touchpoints:
Week 1: Educational content
Week 2: Feature tip
Week 3: Success story
Week 4: Product update

Content types:
Tips and tricks emails
Video tutorials
Webinars
Case studies
Community highlights

Engagement triggers:
Hit usage milestone → Congratulations email
Unused feature → Tutorial
Low activity → Re-engagement campaign
High activity → Upsell opportunity

**Value Reinforcement** (Remind them why they stay)

Quarterly value reports:
Time saved: [CALCULATE]
Money saved: [CALCULATE]
Goals achieved: [COUNT]
Milestones reached: [COUNT]

Success metrics to highlight:
Tasks completed
Projects finished
ROI achieved
Efficiency gained

Personalized dashboards:
Show their progress
Compare to goals
Celebrate wins
Suggest next steps

**Proactive Support** (Help before they ask)

At-risk customer identification:
No login in [X] days
Usage dropped [Y]%
Support ticket unresolved
Feature adoption low
NPS score below [Z]

Intervention strategies:
Personal outreach from account manager
Dedicated onboarding call
Free training session
Temporary discount
Feature customization

Support improvements:
Response time: [TARGET]
Resolution time: [TARGET]
Self-service resources: [COUNT]
Proactive tips: [FREQUENCY]

**Community Building** (Create belonging)

Community platforms:
Option 1: Dedicated forum
Option 2: Slack/Discord group
Option 3: LinkedIn group
Option 4: Monthly calls

Community activities:
User spotlight features
Member-to-member help
Expert Q&As
Feature requests voting
Beta program

Recognition program:
Power user badges
Success story features
Advisory board
Referral rewards

**Product Improvements** (Reduce friction)

Based on churn reasons, prioritize:
Improvement 1: [WHAT TO FIX]
Impact: [ESTIMATED CHURN REDUCTION]
Effort: [ENGINEERING TIME]
Priority: [HIGH/MEDIUM/LOW]
Improvement 2: [WHAT TO FIX]
Impact: [ESTIMATED CHURN REDUCTION]
Effort: [ENGINEERING TIME]
Priority: [HIGH/MEDIUM/LOW]

Feature requests from churned customers:
Request 1: [WHAT THEY WANTED]
Frequency: [HOW MANY ASKED]
Build: [YES/NO/LATER]
Request 2: [WHAT THEY WANTED]
Frequency: [HOW MANY ASKED]
Build: [YES/NO/LATER]

**Win-Back Strategy** (Re-activate churned customers)

Timing:
Email 1: 7 days after churn
Email 2: 30 days after churn
Email 3: 90 days after churn

Email 1: Exit survey
Subject: "Quick question about your experience"
Goal: Learn why they left
Offer: Nothing yet, just listen

Email 2: Address their issue
Subject: "We fixed the thing you mentioned"
Goal: Show you listened
Offer: Free month to try again

Email 3: New features
Subject: "A lot has changed since you left"
Goal: Show progress
Offer: Special win-back discount

Win-back incentives:
50% off first month back
Free upgrade for returning
Personal onboarding call
Extended trial period

**Loyalty Program** (Reward staying)

Tenure-based rewards:
6 months: [REWARD]
1 year: [REWARD]
2 years: [REWARD]
5 years: [REWARD]

Reward types:
Account credits
Feature upgrades
Exclusive content
Early access
Referral bonuses

VIP tier benefits:
Priority support
Dedicated manager
Beta access
Pricing lock
Custom features

**Renewal/Cancellation Flow**

Before renewal:
30 days before: Value reminder email
14 days before: Renewal confirmation
7 days before: Last chance discount
Day of: Smooth renewal process

Cancellation prevention:
Exit survey (why leaving?)
Offer to pause instead
Downgrade option
Win-back discount
Personal call if high-value

Make it easy (but not too easy):
Don't hide cancel button
Do ask why they're leaving
Do offer alternatives
Do make comeback easy

**Metrics Dashboard**

Track monthly:
Churn rate: [CURRENT] → [TARGET]
Retention rate: [CURRENT] → [TARGET]
Customer lifetime: [CURRENT] → [TARGET]
Net revenue retention: [CURRENT] → [TARGET]
Product usage: [CURRENT] → [TARGET]
NPS score: [CURRENT] → [TARGET]

Segment by:
Plan type
Customer size
Industry
Tenure
Usage level

**Retention Budget Allocation**

Spend breakdown:
Onboarding improvements: [PERCENTAGE]
Support expansion: [PERCENTAGE]
Product development: [PERCENTAGE]
Community building: [PERCENTAGE]
Content creation: [PERCENTAGE]
Win-back campaigns: [PERCENTAGE]

ROI calculation:
Current LTV: [AMOUNT]
Retention improvement: [PERCENTAGE]
New LTV: [AMOUNT]
Investment: [AMOUNT]
Return: [MULTIPLE]

**90-Day Action Plan**

Month 1: Foundation
Implement exit surveys
Set up churn tracking
Improve onboarding emails
Create usage dashboard

Month 2: Engagement
Launch educational content
Start community
Build at-risk detection
Test re-engagement campaigns

Month 3: Scale
Analyze results
Double down on winners
Build proactive support
Launch loyalty program