Best practices for
subscription retention.
10+ years of experience measuring, analyzing, and optimizing failed-payment recovery — distilled into the playbook we use every day.
Fundamentals
Failure Reasons
Learn why payments fail, distinguish between soft and hard declines, and use adaptive strategies to minimize disruption and maximize retention.
Recovery Campaigns
Learn the structure of an effective recovery campaign that uses retries, personalized communication, and adaptive technology to recover failed payments.
Recovery Rate
Learn how to properly measure performance, accounting for natural variance, and excluding key time periods.
Analyze
Preparing Data for Analysis
Learn the importance of daily cohort data for passive churn analysis, including how to format your data and how to calculate key metrics.
The 4 Outcomes
Learn the 4 outcomes and why they're key to understanding passive churn, active churn's impact, and natural variance.
Active vs Passive Churn
Learn why active churn has such a big impact on passive churn performance, including how 3 of the 4 outcomes are largely impacted by active customer decisions.
Natural Variance
Learn why ignoring natural variance is one of the most common mistakes made in passive churn analysis, and how to calculate your own natural variance.
Rolling Analysis
Learn all about rolling analysis, and why it's the only accurate way to account for natural variance, track the 4 outcomes, and conduct passive churn analysis.
Useful Visualizations
Learn about 3 key charts that can be used to highlight different aspects of your recovery, built on top of rolling analysis, and how you can push the envelope with segmentation and additional metrics.
Want a hand putting these into practice?
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Talk to our team about your current dunning setup.
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Walk through the rolling-analysis report on your own data.
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No pitch deck — just a working session on what's worth changing.