Unlock the Voice of Your Customers to Drive
Retention and Revenue.
I help Heads of Customer Success understand why customers stay or leave—turning their feedback into actionable strategies that drive retention, increase revenue, and boost customer loyalty.
Do any of these sound familiar?
Here’s what Heads of Customer Success tell me when we first connect:
"We’re losing customers but don’t really know why."
"Our retention strategy feels reactive, not proactive."
"We guess why customers renew, expand, or churn—and how to fix it."
"We don’t know what’s truly driving success for our enterprise clients."
Retention & expansion strategies fail because teams lack
deep, candid customer insights.
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Customer feedback is vague or unreliable.
Customers hold back honest insights.
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VoC efforts rely too much on metrics.
NPS tells you what’s happening, not why.
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Teams lack the tools & expertise for deep qualitative research.
Surface-level interviews miss true motivations.
I conduct in-depth Voice of the Customer (VoC) interviews to uncover actionable insights that drive retention, expansion, and long-term customer success.
Uncover the true reasons behind customer decisions
Get clarity on customer motivations and the highest-impact actions to improve retention and revenue growth.
Turn insights into action
Equip your team with customer-backed strategies that align CS, Product, and Sales around retention and expansion opportunities.
Improve retention and NRR with a proven process
Leverage deep qualitative insights to reduce churn, accelerate renewals, and increase customer lifetime value.
Gain actionable insights that your team can use with a proven 10-step / 4-phase process
PHASE 1
Discovery & Alignment → Define objectives, key concerns, and desired outcomes with key leaders to focus on retention, expansion, and engagement opportunities.
Customer Data Review → Analyze customer health data, expansion history, and past feedback to identify patterns and select interview candidates.
Discussion Guide Development → Craft a structured but flexible discussion guide to uncover decision drivers behind retention, churn, and expansion.
PHASE 2
Recruitment & Scheduling → Engage current, churned, and expanding customers to capture a full-picture view of customer experiences.
VoC Interviews → Conduct in-depth, confidential interviews to extract candid insights on why customers renew, churn, or expand.
PHASE 3
Thematic Analysis → Identify key themes, decision drivers, expansion enablers, and retention pain points from interview transcripts.
Insight Synthesis → Distill findings into clear, actionable insights linked to NRR growth, retention, and expansion opportunities.
PHASE 4
Executive Briefing → Present high-level takeaways and strategic recommendations in a concise, decision-making format.
Comprehensive Report → Deliver a detailed report with key insights, supporting quotes, and a roadmap for customer-driven improvements.
Follow-Up Consultation (Optional) → Provide ongoing support to help translate insights into action.
The Churn Interview Effect
Unclear Why Customers Stay, Leave, or Expand
Guessing why customers renew, churn, or expand based on internal assumptions.
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Clear Understanding of Customer Decisions
Customer-driven insights revealing the true factors behind retention and expansion.
Generic Retention & Expansion Strategies
Broad, unfocused attempts to retain customers.
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Targeted Customer-Centric Actions
Specific strategies based on customer motivations and needs.
High Customer Acquisition Costs (CAC)
Relying on new customer acquisition to fuel growth.
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Improved Net Revenue Retention (NRR)
Strengthening existing customer relationships to maximize retention, expansion, and CLV.
Reactive Approach to Customer Challenges
Addressing retention issues only after customers churn.
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Proactive Retention & Expansion Strategy
Identifying risks and expansion opportunities before renewal conversations.
Missed Growth & Expansion Opportunities
Unclear why some accounts expand while others churn.
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Revenue Acceleration Pathways
Actionable insights to drive renewals, expansions, and higher customer lifetime value.
Fragmented Customer Feedback
Disconnected data from surveys, NPS, and support tickets.
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Comprehensive Customer Narrative
Unified qualitative insights connecting the dots across the customer journey.
Siloed Team Understanding
CS, Product, and Sales teams working on assumptions.
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Cross-Functional Alignment
Shared understanding of customer insights across teams for aligned decision-making.
How Growth-Stage B2B SaaS Companies Use
Qualitative VoC Research
Retention & Churn Risk Analysis
Unlock the Secrets to Customer Loyalty
Identify the root causes of customer churn through in-depth qualitative research.
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Develop targeted strategies to enhance customer satisfaction and retention.
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Align your team around data-driven insights to proactively address churn risks.
Expansion & NRR Growth
Drive Growth Through Deep Customer Understanding
Discover unmet customer needs and opportunities for upselling and cross-selling.
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Leverage qualitative insights to inform product development and marketing strategies.
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Implement personalized engagement plans to foster long-term customer relationships.
Onboarding & Product Adoption Optimization
Accelerate Product Adoption with Tailored Onboarding
Assess and enhance your onboarding processes based on direct customer feedback.
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Identify barriers to product adoption and implement effective solutions.
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Increase user engagement and satisfaction through customized onboarding experiences.
Frequently Asked Questions
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I work with Business-to-Business SaaS companies, mostly those companies serving mid-market & enterprise customers. My clients range from growth-stage startups to mature organizations looking to grow retention and revenues.
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I mainly work with B2B companies, specifically B2B SaaS companies serving mid-market and enterprise customers. In most cases, B2C SaaS values do not justify in-depth qualitative analysis. If you have a specific use case that does justify the investment, I am open to a discussion.
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I recognize your calendar is already overflowing, so my sales process consists of 3 conversations:
Introductory Call (30 minutes): I meet with you (assuming you are responsible for customer retention, expansion, or product adoption) for a half-hour call to discuss your challenges, goals, and how qualitative VoC research can help.
Stakeholder Alignment Call (60 Minutes): A deep dive with all key decision-makers to explore your qualitative VoC needs. If they can’t attend, the process is paused until they can. (See next question for rationale) We know from experience that customer retention, expansion, and adoption are not isolated to Customer Succes. They are company-wide efforts that require executive alignment to drive real impact.
Proposal & Strategy Discussion (60 Minutes): I will present a tailored VoC research plan, showing how customer insights can drive measurable improvements for your company. We will collaborate to develop the best actionable framework for your team.
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Understanding why customers stay, grow, or leave isn’t just a post-sales challenge; it extends across the entire customer journey. I view my engagement as a partnership, and I know that company-wide initiatives require alignment of all the stakeholders to drive real impact.
By involving all key decision-makers, I can help you:
Increase Net Revenue Retention (NRR) by uncovering what drives renewals and expansion.
Reduce Customer Acquisition Costs (CAC) by improving messaging and product-market fit.
Shorten Sales Cycles & Improve Adoption by identifying and addressing friction points.
Maximize Customer Lifetime Value (CLV) by aligning CS, Product, and Sales around customer-backed strategies.
To achieve these outcomes, we need the full leadership team engaged from the start—ensuring that customer insights lead to strategic, company-wide improvements.
Item description
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The ideal number of interviews depends on your research goals, customer base, and operational complexity. We use a data-driven approach to “right size” our research by balancing statistical validity with practical feasibility.
For churn & retention analysis, we aim to capture 90% of key churn drivers, which often requires 10-20 interviews, depending on churn patterns.
For expansion & growth insights, we consider the distribution of customer behaviors and typically recommend 10-15 interviews across different account types.
For onboarding & adoption, we ensure diverse perspectives by including a mix of new users, power users, and struggling accounts—usually 10-20 interviews.
Rather than relying solely on "saturation," we apply binomial probability models to estimate how many interviews are needed to uncover high-impact patterns while avoiding diminishing returns.
Want a tailored recommendation? Let’s discuss your specific goals.
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I use three techniques to maximize the response rate:
Involve the CS, CX, and Sales teams wherever it makes sense.
Offer an incentive. A gift card or donation to the charity of their choice does wonders to increase response. My rule of thumb is 2-3x the champion’s hourly salary.
Relentless follow-up via multiple channels. The squeaky wheel gets the grease.