The SaaS Retention Playbook.
A six-part field guide for SaaS founders and growth teams: PQL routing, activation depth, NRR levers, renewal motion, champion risk, and involuntary churn recovery.
All 6 parts published59 min to read in full
- Part 1Trial Conversion Is a PQL Problem, Not a Nurture ProblemWhy calendar-based trial sequences convert at 5–10% and how PQL routing reaches 15–25% on qualified accounts.10 min read
- Part 2Activation Is Four Things, Not One: The Framework SaaS Founders Get WrongWhy single-event activation definitions cap you at 37.5% and how the habit window, threshold action, frequency, and context framework reaches 60–80%.10 min read
- Part 3NRR Isn't One Number: It's Five Levers: The SaaS Expansion Framework Founders MissMedian NRR is 101% in 2026, but top quartile runs 110–125%. Decompose expansion into five levers with distinct signals and 2–3x the expansion MRR.10 min read
- Part 4The 90-Day Renewal Motion Most SaaS Founders SkipRenewals are won or lost at day -90, not day -30. The 6-4-2 countdown framework, behavioral signals, and why QBRs arrive too late.10 min read
- Part 5Champion Departure Is the Churn Signal Nobody WatchesChampion departure is a top-two B2B churn driver outside your product analytics. Three behavioral predictors and the 30–60 day vulnerability window.9 min read
- Part 6Involuntary Churn Is Optional: The SaaS Payment Recovery Playbook Founders Ignore20–40% of SaaS churn is failed payments, not product dissatisfaction. Pre-dunning, intelligent retries, and the Day 1–7 recovery window that recovers 58%+.10 min read
More playbooks.
- E-commerceThe DTC Retention PlaybookA six-part field guide for DTC growth and product managers: cart recovery, first-to-second purchase, subscription cadence, loyalty, win-back sequences, and trust moments that compound retention.6 parts
- Premium bankingThe Cardholder Retention PlaybookA six-part field guide for premium banking and card product teams: card activation sequencing, benefit utilisation, cross-product attach, trust recovery, pre-renewal motion, and autonomous RM scaling.6 parts
- GamesThe F2P Retention PlaybookA six-part field guide for F2P game studios: FTUE and meta-loop activation, free-to-payer conversion timing, payer-tier monetisation, ad hybrid routing, live ops and battle pass, and post-ATT win-back.6 parts