Lifecycle Retention
Boundary
Own system-level lifecycle instrumentation and intervention design. Account-specific commercial motions are out of scope. Do not prescribe universal health weights or churn thresholds, hide cancellation, coerce continued use, or replace account-specific expansion work.
Required Inputs
- Business model, pricing cadence, customer segments, and expected value path
- Lifecycle events, product usage, support, billing, feedback, and churn evidence
- Current onboarding, renewal, cancellation, and recovery processes
- Data availability, consent, privacy, team capacity, and economic constraints
Workflow
- Define lifecycle stages from observable customer progress, not arbitrary day counts.
- Set an outcome, entry evidence, exit evidence, owner, and failure mode for each stage.
- Identify activation, adoption, value, relationship, billing, and risk signals available for each segment.
- Build a simple health model from historically useful signals. Keep weights, missing data, and confidence visible.
- Validate whether signals precede retention outcomes before automating interventions.
- Design onboarding and early-warning playbooks with trigger, owner, action, suppression, and exit rules.
- Separate product, service, billing, communication, and fit failures so the response addresses the cause.
- Define cohort retention, gross and net revenue retention, activation, recovery, and intervention-effect measures with explicit formulas.
- Phase instrumentation and playbooks according to current volume and team capacity, then set recalibration triggers.
Output
- Lifecycle map and stage evidence
- Health-signal model with confidence limits
- Onboarding and intervention playbooks
- Retention dashboard specification
- Phased implementation and recalibration plan
Quality Gate
- Thresholds come from observed segment behavior or are labeled hypotheses.
- Health scores support diagnosis, not automatic punishment or pressure.
- Interventions respect consent, suppression, cancellation, and privacy choices.
- Incentives do not conceal unresolved product or service failures.
- Account-specific commercial action remains separate from system design.