Retention & Expansion
Commit a renewal number, and grow your best accounts on purpose.
A committable renewal forecast plus a signal-driven expansion playbook, so installed revenue is forecast months out and grown systematically, turning the right side of the bowtie into compounding net revenue retention.
Can we commit a renewal number, see at-risk renewals early, and grow accounts on purpose?
When renewals are forecast by hope and expansion happens by luck, net revenue retention, the metric most correlated with durable growth, is left to chance. This project makes both deliberate: a renewal forecast fit to your data, forward visibility on risk, and an expansion motion triggered by real signals.
What's included
Renewal forecast model
A renewal forecast model fit to your data maturity, with GRR and NRR roll-up.
Forward renewal reporting
Forward reporting by risk, so at-risk renewals get worked early instead of surfacing at the deadline.
Expansion triggers
Expansion triggers off usage, health, and lifecycle signals, so growth conversations start at the right moment.
Upsell and cross-sell plays
Plays with CS and sales ownership and expansion pipeline tracking, so expansion is a managed motion.
How it works
- 1
Build the forecast
We build the renewal and churn model with GRR and NRR roll-up and forward reporting.
- 2
Define triggers
We set expansion triggers off usage, health, and lifecycle signals.
- 3
Equip the plays
We build the upsell and cross-sell plays with clear ownership and pipeline tracking.
What you walk away with
- A renewal forecast model with GRR and NRR roll-up
- Forward renewal reporting by risk
- Expansion triggers off usage, health, and lifecycle signals
- Upsell and cross-sell plays with ownership and pipeline tracking
Frequently asked
- What makes the renewal forecast trustworthy?
- We fit the model to your data maturity rather than forcing a method you can't feed. A health score, from Customer Success Ops, sharpens both the forecast and the expansion triggers.
- Is this a one-time build or ongoing?
- The build is fixed-scope, but renewals and expansion are continuous. Many teams run the motion ongoing with the Operate & Improve retainer once it is in place.
Turn retention into compounding growth
Book a consultation to make renewals committable and expansion systematic.
Where this leads next
Pipeline & Conversion
Convert expansion pipeline with the same stage and forecast discipline as new business.
Explore the package