Actionable Churn Taxonomy

Action-oriented framework with 5 categories and 32 subcategories

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About This Taxonomy

The Actionable Churn Taxonomy focuses on categorizing churn by what actions could have prevented it. It divides churn into 5 main categories: Actionable-Retention (execution improvements), Actionable-Pre-sales-Do-not-sell (qualification issues), Actionable-Pre-sales-Misalignment (wrong package/approach), External (outside control), and Mixed/Undetermined. This framework is ideal for training teams and developing specific retention strategies.

Key Insights from This Taxonomy

Category 1: Actionable - Retention

With 12 subcategories, this is typically where most agencies can make the biggest impact. Focus on improving execution, communication, and service delivery.

Categories 2a & 2b: Pre-sales Issues

8 subcategories focused on sales qualification and alignment. These clients should have been filtered out or sold differently from the start.

Category 3: External Factors

7 subcategories of churn outside your control. Track these for reporting but don't blame yourself - focus your energy on the actionable categories.

Category 4: Mixed/Undetermined

5 subcategories requiring deeper analysis. These often contain elements from multiple categories and need post-churn interviews to fully understand.

Immediate Action Steps

1

Train Your Team

Share this taxonomy with your account management and sales teams. Ensure everyone understands the difference between actionable and external churn.

2

Implement Exit Interviews

Create a structured exit interview process using these categories to ensure consistent data collection for every churned client.

3

Create Retention Playbooks

Develop specific response strategies for each subcategory in Categories 1 and 2. Turn reactive fixes into proactive prevention.

4

Monthly Review Process

Set up monthly churn review meetings where you categorize all churned clients and identify trends. Focus on actionable categories for improvement initiatives.