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Expert customer lifecycle marketing guidance for retention, expansion, and advocacy. Use when designing onboarding programs, creating upsell strategies, preventing churn, building referral programs, or writing customer success content. Use for NPS programs, win-back campaigns, customer segmentation, and lifecycle email sequences.
npx skill4agent add ncklrs/startup-os-skills customer-lifecycle-marketerrules/onboarding-*expansion-*retention-*advocacy-*lifecycle-*┌──────────────────────────────────────────────────────────────┐
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│ ACQUIRE → ONBOARD → ACTIVATE → RETAIN → EXPAND → ADVOCATE │
│ │
│ ↑ │ │
│ └───────────────── REFERRAL ────────────────────────┘ │
│ │
└──────────────────────────────────────────────────────────────┘| Type | Description | Example |
|---|---|---|
| Upsell | Higher tier of same product | Basic → Pro plan |
| Cross-sell | Additional products | Add-on features |
| Seat expansion | More users | Team growth |
| Usage expansion | Increased consumption | More API calls |
| Factor | Weight | Signals |
|---|---|---|
| Product usage | 30-40% | Logins, feature adoption, depth |
| Engagement | 20-25% | Email opens, support tickets, NPS |
| Growth signals | 15-20% | Seat additions, usage trends |
| Relationship | 15-20% | Exec sponsor, champion strength |
| Payment | 5-10% | On-time, expansion, contract length |
| Stage | Timeline | Goal | Key Metric |
|---|---|---|---|
| Onboarding | Days 1-14 | First value | Activation rate |
| Adoption | Days 15-60 | Habit formation | Feature adoption |
| Retention | Day 60+ | Ongoing value | Renewal rate |
| Expansion | Varies | More value | Net revenue retention |
| Advocacy | Post-success | Share value | Referral rate |
| Metric | Formula | Target |
|---|---|---|
| Activation Rate | Activated / Signed Up | 60-80% |
| Time to Value | Days to first "aha" moment | <7 days |
| Net Revenue Retention | (MRR + Expansion - Churn) / MRR | 100-120%+ |
| Gross Retention | Retained MRR / Starting MRR | 85-95% |
| NPS | Promoters - Detractors | 30-50+ |
| Referral Rate | Referred / Total Customers | 10-30% |
| Segment | Characteristics | Strategy |
|---|---|---|
| Champions | High usage, high NPS | Advocacy, referrals, expansion |
| Healthy | Good usage, satisfied | Expansion opportunities |
| At-risk | Declining usage, low engagement | Intervention, support |
| Dormant | Minimal usage, no engagement | Re-activation campaign |
| Churning | Cancel signals, complaints | Save team escalation |