Customer Retention & Upselling

Develop a customer retention and upselling strategy: **Product/Service:** [[PRODUCT]] **Customer segment:** [[SEGMENT]] **Average customer value:** [[VALUE]]/year **Current churn rate:** [[CHURN]] % **Upselling potential:** [[UPSELL_PRODUCT]] Deliver: 1. **Customer success playbook** – when and how do I contact existing customers? 2. **Health score** – which signals indicate churn risk? 3. **Upselling moments** – when is the best time? 4. **Upselling conversation** – opening, transition, presentation, close 5. **Loyalty measures** – what keeps customers long-term? 6. **Reactivation sequence** for churned customers 7. **Referral program** – how do I get customers to recommend?Copy