Research & intelligence

Churn and win/loss analysis

Churned, won and lost records tagged with structured reasons and product insights, linked to revenue context and ranked.

What you get

Each deliverable names the format it arrives in. These are the formats the stack produces today.

  • Tagged dataset

    Spreadsheet or CSV

  • Reasons taxonomy

    Agreed with you first

  • Ranked insight board

    By count and revenue context

  • Summary for the roadmap or pricing review

    One document

How it works

  1. 1

    Agree the taxonomy

    Reason categories and product areas, in your words.

  2. 2

    Tag the record

    Churn notes, win/loss notes and exit calls are classified, with a person reviewing a sample.

  3. 3

    Rank and summarise

    Reasons are ranked with the accounts and revenue context behind them, and written up for the decision they serve.

Where it fits

The teams whose pages list this capability.

What runs where

On the platform

  • Tagging and the account record run on the platform

Built for you

  • Taxonomy and ranking rules are yours

What stays under your control

The promises that hold on every engagement, and the ones we do not make on this one.

On every engagement

  • Outputs cite the document or conversation they came from, so a person can check before acting.
  • A person approves anything that reaches a customer or writes to a system of record.
  • Delivery is Slack, email or a document you own. Other channels are not offered.
  • Fixed price, agreed before we start. Nothing numeric is published on this site.

The work runs on the TurnkeyGTM platform where it fits, and on plain software where it does not.

Not promised here

  • Works from your records and notes; we do not interview churned customers unless scoped separately.
  • Revenue context comes from your exports; we do not estimate it.

Questions we get asked

How an engagement runs

One call to scope it, one fixed price to approve, one build you can trust before it goes live, then a handover.

The full process
  1. 1

    Scope the work

    A thirty-minute call on what your team does by hand every week, where the information lives, and who needs the output.

  2. 2

    Fixed price, ROI up front

    You get a written proposal with a fixed price and an honest estimate of the hours it gives back.

  3. 3

    Build beside your process

    We design and build the automation and run it next to the manual version until the outputs match and you trust them.

  4. 4

    Hand over, keep it running

    Documentation and runbooks so your team owns it.

Tell us where this fits in your week.

A thirty-minute call is enough to scope it. Fixed price, agreed before we start.