Build retention scorecards
Use the calculator to set benchmarks, then track retention KPIs (renewal rate, expansion revenue, advocacy) monthly.
Model churn, contract length, and upsell opportunities to build a retention business case everyone can rally behind.
Retention touches every department. This model quantifies how onboarding, service quality, and client success programs affect revenue so leaders can prioritise the right initiatives.
Bring the outputs to executive reviews, budgeting sessions, and customer success retrospectives.
Model churn, contract length, and upsell opportunities to build a retention business case everyone can rally behind.
Discover the financial impact of improving client retention through better quality control
Use these recommendations to turn the calculator output into measurable results.
Use the calculator to set benchmarks, then track retention KPIs (renewal rate, expansion revenue, advocacy) monthly.
Collect client feedback, inspection data, and response times so you can target the initiatives that extend contract life.
Share the model with sales, operations, and customer success so everyone sees the upside of retaining one more client.
Tie retention goals to incentives and quarterly planning to keep focus high.
Keep building momentum with these companion tools and guides.
Plug the numbers from this tool into Swept’s job costing toolkit to keep pricing, staffing, and profitability aligned.
Quick answers to help your team get the most value from this tool.
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