The full playbook: where to go next
This hub covers the mental model, the maths, and the system architecture. Each of the spokes below goes deep on one piece of the motion. Work through them in the order that matches your biggest current constraint.
If your GRR is below 90% — fix the floor first:
- Keep customers longer — the retention system: onboarding, health monitoring, proactive risk interception.
- Win back the customers you lost — the six-month win-back sequence for accounts that have already left.
- Run Customer Success Without a CS Team — AI-run health scores, automated QBRs, and renewal sequences without headcount.
If your GRR is healthy but NRR is below 110% — build the expansion engine:
- Grow existing accounts — the account expansion playbook: offer ladders, upgrade triggers, and cross-sell motions.
- Build Expansion Signals Into Your Motion — how to instrument feature adoption, seat utilisation, and usage depth as expansion triggers.
- Upsell & Cross-Sell Triggers Run by AI Agents — the automation layer: wiring signals to actions without manual effort.
If your pricing model caps expansion before it starts — fix the architecture:
- Optimise your pricing — seat, usage, and tier models; which fits your motion and how to migrate.
- How to Price a Productized Service — scope laddering and module architecture for service businesses.
- How to raise prices without losing customers — the grandfathering and transition strategy for repricing an existing base.
If you want to see the unit economics clearly:
- Compound your customer lifetime value — LTV formula, NRR's effect on it, and how to model scenarios.
- LTV:CAC Ratio Calculator — the working calculator with benchmark bands for your segment.
For service businesses specifically:
- Service hub configuration — the service architecture that makes scope expansion repeatable.