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Retention: The Most Underrated Growth Channel For Best Results: Segment Val Geisler

Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

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Page 1: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

Retention: The Most Underrated Growth ChannelFor Best Results: SegmentVal Geisler

Page 2: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

Lesson Objectives:

1. What you need to know about your customers for segmenting

2. How to identify the cornerstone moments in an onboarding experience

3. Aligning the in-app messaging with email messaging

Page 3: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

x

The Journey Of This CoursePart 1 | SETUP Part 2 | HOW TO Part 3 | APPLY

Lesson 1Retention =

Revenue

Lesson 2The early bird

gets the retention worm

Lesson 4Beyond the First

90 Days

Lesson 5Slowing the

curve

Lesson 3For Best Results:

Segment

Lesson 6Measuring and

Improving RetentionLong Term

Page 4: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 5: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

“Engagement is when your customer is realizing value from your SaaS.” -Lincoln Murphy

Page 6: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 7: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 8: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 9: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 10: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 11: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

Short-Term RetentionWeek 1: Use the product more than onceMid-Term RetentionWeek 1 to Week 4: Establish a pattern of usageLong-Term RetentionWeek 4 and beyond: Rely on the product as an indispensable tool

Page 12: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 13: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 14: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 15: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 16: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 17: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 18: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the
Page 19: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

Lesson Recap:

1. What you need to know about your customers for segmenting

2. How to identify the cornerstone moments in an onboarding experience

3. Aligning the in-app messaging with email messaging

Page 20: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

Assignment:

Define your customer segments based on their journeyDownload the customer segment template and use it to relate your defined segments to your customer interview qualitative data

Page 21: Retention: The Most Underrated Growth Channel · Lesson 1 Retention = Revenue Lesson 2 The early bird gets the retention worm Lesson 4 Beyond the First 90 Days Lesson 5 Slowing the

Lesson Resources:

● Customer Segment Qualitative Data Tracker