Create systematic processes to gather customer input, surface issues early, and act on feedback before problems become churn events.

Customers don't cancel overnight. They get frustrated, voice concerns, and eventually leave when nothing changes. Feedback loops surface these issues early through regular check-ins, surveys, support ticket analysis, and usage monitoring. The Managing Professional Services Firm framework structures this: gather feedback systematically, categorise it by theme, act on patterns, and close the loop by showing customers you listened. Without feedback loops, you're blind to problems. With them, you fix issues before they compound. This chapter shows you how to build feedback systems that catch problems early and turn feedback into retention improvements.
Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.
Most churn happens in the first 90 days when customers don't see value fast enough. Strong onboarding proves value early. Feedback loops surface problems before they become cancellations. Health monitoring spots at-risk accounts. Make retention systematic, not reactive.
See playbook
Capture exact language customers use to describe problems and solutions to write copy that resonates because it mirrors how your market actually thinks and speaks.
Measure customer loyalty by asking how likely they'd recommend you to gauge satisfaction and identify promoters who drive referrals versus detractors risking churn.
Survey customers about satisfaction with specific interactions or products to catch problems early and identify what drives positive experiences worth replicating.
Conduct structured conversations with customers to uncover problems, motivations, and decision processes that surveys and analytics can't reveal.
Combine usage, engagement, and satisfaction signals into one metric that predicts churn risk so customer success teams prioritise accounts needing intervention.