Strategic Focus: Predictive Retention | Lifecycle Optimization | Scalable CS Systems
Simulated Duration: 4 months
Services Provided: Behavioral Analytics Mapping, Lifecycle Framework Design, Churn Elasticity Modeling, Workflow Automation
Problem
In 2024, a high-velocity B2B SaaS company specializing in remote team collaboration software reached a critical inflection point: growth metrics were rising, but retention was silently collapsing. Within the first 60 days post-onboarding, churn had surged to 28%, triggering alarms across MRR forecasts and undermining investor confidence.
The core challenge wasn’t rooted in acquisition or product-market fit—it stemmed from what I define as the Expectation–Activation Gap: the psychological and functional dissonance between what users believed they were buying and the exact moments that activated enduring product value.
Customer Success operated reactively. Onboarding touchpoints were template-based. NPS fell below 40. Meanwhile, essential behavioral signals were fragmented across HubSpot, Intercom, SQL dashboards, and legacy systems—with no unified visibility or predictive insight into disengagement triggers.
The organization didn’t need more onboarding. It needed a predictive retention engine, a system that functioned like an autonomous nervous system, continuously sensing friction, forecasting churn, and self-correcting in real-time.