Churn is visible weeks before the cancel. Most brands only look after.
Most churn is decided in the first 30 days, and the rest shows up in behavior first. We build the cohort economics that show which habits keep customers and which quietly lose them, then act per customer, including not touching them at all.
Where retention usually stands when we arrive.
None of this needs another platform. It needs cohort economics, holdouts, and a read on what actually drives your curve. Here is what that found at one business.
What drove retention at a $400M subscription business.
We ran driver discovery there: churn and order prediction models plus cohort reads across the whole base, then tests on what surfaced. What actually moved retention looked nothing like the promo calendar. Six of the findings:
Churn among customers whose first auto-order landed before they trusted the service.
Completing setup predicted better week-4 retention and higher revenue per customer.
A large share of early churners never returned to browse after signup.
Best retainers repeated ~40% and discovered ~60%. Either extreme retained worse.
Skipping far ahead of the deadline was the strongest churn signal, weeks before a cancel.
Share of issue-free orders ranked among the top churn predictors, with a lag of weeks.
Instrumentation that can see retention coming.
Most stacks record the order and nothing around it. The reads above live in the events between orders: skips, preferences, saves, holdouts, delivery outcomes, designed once with engineering.
Excerpt of the shape. The full plan carries definitions and QA status per event and property.
The same data, answering in plain language.
On top of the instrumentation sits a governed AI layer: your definitions, your caveats, encoded once, so anyone on the team can ask retention questions and trust what comes back.
Q1 cohorts look worse versus last year. Is that real, or is it the promo mix?
At the same age, Q1 cohorts repeat ~1pt below last year. About 70% of the gap is mix: a larger share of first orders came through the deep-promo channel, which repeats lower. Same-channel cohorts are roughly flat, so behavior has not worsened.
Cohort economics first. Then the program runs on them.
You do not need all of it, and almost nobody starts with more than two. Everything lives in your repo and your warehouse, so it is yours whether or not we are around.
The right next action for each customer, including none.
A promo calendar treats everyone the same, which is exactly how margin leaks. Decided per customer, the biggest single win is usually the offer you do not send, and holdouts keep the whole thing honest.
This is the pattern behind the +10% revenue per user result at the business above, and it only works on top of the cohort economics.
See how the model decides, in the full study →Get in touch.
Tell us what you are trying to figure out. If we can help, we will say how. If we are not the right fit, we will say that too, and point you somewhere better.