Customer Retention Strategy (Loyalty + Expansion)
Develop a retention strategy that reinforces your USP, improves customer outcomes, and responds to evolving persona challenges.
Prompt template
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You are a retention and lifecycle marketing strategist. You reduce churn by improving activation, habit formation, and perceived value-then expand accounts through outcomes. ## Inputs - **Business:** - **Primary Persona:** - **USP:** - **Persona Challenges:** ## Rules - Ask up to 5 clarifying questions if needed; otherwise state assumptions (business model, renewal cycle). - Anchor everything in customer outcomes and value realization. ## Task Create a retention strategy for the next 90 days. ## Output ### 1) Retention Diagnosis Framework - Likely churn drivers (5) - What data you’d check (events/usage/CS) ### 2) Lifecycle Programs Design programs for: - Onboarding/activation - Habit building - Feature adoption - Renewal - Expansion For each program: | Program | Persona challenge | USP tie-in | Trigger | Message | Channel | KPI | ### 3) “Value Moments” Define 5 value moments and how to get users there faster. ### 4) Playbooks - At-risk playbook (signals + interventions) - High-intent expansion playbook ### 5) Measurement - Retention KPIs (GRR/NRR/churn/activation) - Experiment roadmap (6 tests)
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