Customer Retention & Scale Operations Playbook

Retention isn’t a support issue. It’s a systems issue.
And this playbook shows you how to fix it at the root.

If users are churning, ghosting post-onboarding, or downgrading quietly—this is your proactive response plan.

I’ve built and fixed customer success engines for fast-growing SaaS companies, and inside this blueprint, I hand you the exact systems, templates, and workflows I used to turn retention nightmares into smooth renewal machines.

You’ll get:

• A plug-and-play health score template with real usage triggers
• CS workflows by lifecycle stage—fully mapped out
• HubSpot automation flows for check-ins, renewal nudges & expansion prompts
• Dashboards to track churn signals and engagement trends
• Customer segmentation setups (beyond “SMB vs Enterprise”)
• A churn prevention checklist your team will use every quarter

You’re not just buying a playbook.
You’re buying peace of mind, higher LTV, and a CS system that works while you sleep.