Retention Planning Lab
A working page for teams who prefer butcher paper energy without sacrificing rigour. Bring redacted artefacts; leave with pinned decisions.
Renewal journey map
Map signals, owner hand-offs, and education beats on a single horizon line. Colour denotes confidence, not optimism — high-contrast amber for “verified”, coral for “assumption”.
Message cadence board
Lay channels across the top, weeks down the side. Use washi tape colours to show quiet weeks, public holidays, and “no-touch” windows demanded by legal. The board should make omissions visible — silence is a deliberate send.
| Week | In-app | Success | Billing | |
|---|---|---|---|---|
| W1 | Story | — | — | — |
| W2 | — | Tooltip | — | — |
| W3 | Story | — | Check-in | — |
| W4 | — | — | — | Invoice heads-up |
Retention checklist
- Have we named the unknowns in our data before presenting to leadership?
- Does every touch this month include a plain-language reason for showing up?
- Are quiet weeks and public holidays reflected on the cadence board?
- Who owns the hand-off between marketing, success, and billing — with a backup name?
- Which template from a live course (Renewal Signals Primer, Cadence Craft, etc.) anchors this plan?