What's the Process?
Preparing Your Data is Simple!
Follow these 5 easy steps
Watch in less than 2 minutes
Download the Data Template
To get the data template, click the button below to fill out the form with the following:
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Name
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Email
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Company
From there, you'll receive an email with a secure link to your data template.
Enter One Row Per Customer
When exporting and pasting your data into the template, make sure you're entering only one row per customer.
This will ensure no duplicate customers are added, which can potentially skew your analysis.
Add Additional Attributes
The data template comes with 12-pre-populated columns of data. Use these columns to add any additional customer attributes that we'll use to test during your churn analysis.
If you're not currently tracking all of these attributes, no worries! Just leave those columns blank.
Review & Finalize Your Data
There are two main things to watch for when reviewing your data:
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Don't use confidential customer information.
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Instead of using a Customer's Name, use a Client ID
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If you don't have an ID, leave this column blank
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Keep "End Dates" blank for active customers
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Add all of your customers to the sheet
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But only include a date if the customer has churned
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The date used will be the customer's churn date
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Let's Get Started!
Fill out the form to grab time on our calendars
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Learn how you compare to other companies
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Full Analysis with the right churn metrics to track
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Find out if your churn is getting better or worse
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Reveal how churn is impacting your growth
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Identify the top things you can do today
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Detailed walkthrough of your report
What Our Clients Are Saying
Selina Eizik, COO
Working with ChurnRX, we were able to not only efficiently scale our Customer Success efforts but also drive improved retention. They helped us to implement key processes, educate our teams and drive greater value to our customers.
Star Hofer, CCO
The insights that ChurnRX was able to provide changed how I articulate churn to our leadership and the board. They also pointed out in the data where we made changes in CS that impacted retention in a meaningful way, which was so validating.
Ready to Schedule Your Expert Consult?
Once you have your data template ready, select a date that works best for you.