intermediate · 90–90 min
The Customer Retention and Churn Rescue Workshop
Identify the early warning signs of churn and build a proactive rescue plan.
About this session
Most teams only realize a customer is leaving when the cancellation notice arrives, leaving no room for intervention. This session forces sales and marketing teams to identify the subtle behavioral shifts and data points that precede churn. By the end, you will have a documented set of early warning triggers and a tactical playbook for rescuing accounts before they reach the point of no return.
Why it works
The workshop bridges the gap between anecdotal sales insights and marketing data, ensuring both departments agree on exactly which customer actions constitute a crisis. By moving through a sequence from identification to tactical response, it replaces vague concerns with a shared, objective set of criteria for immediate intervention.
What you’ll walk away with
- Clear actionable outcomes from a 4-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 4 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Customer Retention and Churn Rescue Workshop” — ready to run in minutes, for any workshop, meeting, or team session.