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Churn Analysis Workbook

A comprehensive workbook to understand, analyze, and reduce customer churn.

This workbook provides a structured approach with checklists, templates, and steps to identify churn drivers and implement retention strategies for subscription businesses.

GrowthX

GrowthX

This is built for

SaaS Business Owners

Concerned with customer retention and looking for a systematic way to analyze and reduce churn rates.

Customer Success Managers

Responsible for maintaining customer relationships and proactively identifying and addressing churn risks.

Data Analysts

Tasked with analyzing user behavior and churn data to provide insights for retention strategies.

Understanding churn is key to unlocking growth.

If you’re in SaaS, e-commerce, or any subscription-based business, you know that retaining customers is just as important as acquiring new ones. But it’s not always easy to identify why customers are leaving—or how to bring them back. That’s where our Churn Analysis Workbook comes in. This workbook is designed to guide you through a structured approach to understanding, analyzing, and reducing churn. It’s packed with checklists, templates, and actionable steps that will help you uncover what’s driving customers away and implement targeted strategies to keep them engaged.

What’s Inside the Churn Analysis Workbook?

Our workbook covers every aspect of churn analysis with tools and resources designed for both beginners and experts: Define Active Users – Learn to set a clear definition of an “active user” for your product. This step ensures that your analysis is accurate and rooted in your specific product usage data.Retention Benchmarking – Don’t have primary data? No problem. Use industry benchmarks and adjust for your unique business factors, including Time to Value, competition, and brand impact.Identify Voluntary vs. Involuntary Churn – Understand whether churn is due to user choice or technical issues, and take tailored actions for each type.Monitor Negative User Actions – Track behaviors that often precede churn, like decreased engagement, negative feedback, low NPS/CSAT scores, and frequent support tickets.Actionable Churn Reduction Strategies – Get a step-by-step guide to targeting common churn drivers with specific retention tactics, from re-engagement emails to support improvements.Continuous Improvement Framework – Set up a process for monitoring and tweaking your churn reduction strategy based on real data.

Why This Workbook Is a Game-Changer

It’s not just another guide. The GrowthX Churn Analysis Workbook is designed to be hands-on, helping you move from insights to action quickly. Each section is packed with exercises, fill-in-the-blank templates, and yes/no quizzes that allow you to identify churn signals specific to your business and take steps to address them. With this workbook, you can say goodbye to guesswork and hello to a systematic approach for retaining more customers, increasing customer lifetime value, and driving sustainable growth.

Churn Analysis Workbook

A comprehensive workbook to understand, analyze, and reduce customer churn.

Download Churn Analysis Workbook

  • Define what an active user means.
  • Identify voluntary vs involuntary churn.
  • Track key churn prediction metrics.
  • Implement targeted retention strategies.
  • Establish a continuous improvement loop.


Frequently Asked Questions

Churn analysis is the process of identifying why customers leave a product or service and developing strategies to reduce it. Understanding churn is crucial because retaining customers is often more cost-effective than acquiring new ones, and improving retention has a direct impact on revenue and growth.
An active user can be defined based on specific engagement metrics like frequency of use, time spent, or number of features used. The workbook includes a guide to help you define “active” for your unique product, which is essential for accurate churn analysis.
The workbook provides a checklist to distinguish between voluntary churn (customer choice, lack of perceived value) and involuntary churn (billing issues, technical problems). This distinction helps you address the root causes more effectively, such as resolving technical issues or enhancing value perception.
Common metrics include retention rate, churn rate, customer lifetime value (LTV), NPS (Net Promoter Score), CSAT (Customer Satisfaction), and frequency of customer support tickets. These metrics give insights into customer satisfaction and engagement, which are critical for identifying at-risk customers.
Churn analysis is an ongoing process. We recommend reviewing your metrics monthly or quarterly, depending on your business model, and adjusting your strategies based on what’s working and what isn’t. The workbook includes a continuous improvement framework to make this process easy and structured.

Patience—you’re about to be impressed.