Outcome Driven Book a Diagnostic
THE PLAYBOOKS   /   RETENTION

Reason-to-return canvas

Retention starts with a recurring job the customer actually has. Use this canvas to name that job, the moment it recurs, and what your product does to make the next visit worth it. Reminders come last.

A real, repeating task—weekly reporting, monthly billing, a seasonal plan.

The trigger in the customer’s world, not in your calendar.

New information, saved effort, progress they can see.

Behavior, replies, renewals—name the source.

Message, in-product cue, or none. State the stop rule.

Over-messaging, stale content, extra setup.

Notes are yours; example answers are hypothetical. Field completion does not validate a plan.