Forecasting & managing retention

Build a robust process to mange and improve retention

Profitably satisfy, retain and grow chosen customers is the recipe for success in SaaS businesses. It’s why customer success is one of the fastest growth areas in the SaaS field. Whilst there’s lots written, there’s little practical, on-the-job help for CEO’s that struggle to make it happen. That all changes with the introduction of the Customer Success Leadership Program from TheCustomer.Co.

Forecasting and managing retention is one module of The Customer Success Leadership Program℠: the unique FREE action learning program for SaaS CEO’s and CS Leaders charged with increasing Net Revenue Retention (NRR). The course includes:

1. Causes of churn

2. Measuring retention

3. Simple health scores

4. Developing a statistical health index

5. Forecasting retention

The course provides proven approaches and workbooks that make it easier to tackle this thorny problem. Online delivery lets you build a learning path to suit you: anytime, anyplace; anywhere!

1-1 coaching is available as an optional extra.

Your instructor

David Jackson
David Jackson

David founded Clicktools in 2000, making it one of the first true SaaS companies in the UK. As CEO, he led and grew the company for 15 years and in the process, sold it twice! After securing a deal with Survey Monkey to buy a 49% stake, he continued to grow the business before selling it all to Callidus Cloud in 2014.

Since then, David has worked with a number of SaaS companies, with a focus on maximising value by generating stellar NRR. He also developed the ideas behind product-led customer success; a unique strategy to scale customer success whilst increasing net margin. David also advises the investor community and their portfolio companies on improving performance through customer success.

When not working in the exciting SaaS space, David spends time with family, enjoying wine and water colour painting, at which he needs much practice!

Course Curriculum

  Why customers don't renew
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  Calculating churn & retention
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  Forecasting retention
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Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!