# Customer Churn Review Template, Free Source: https://nerix.ai/templates/customer-churn-review Review the customers you lost in a period: how many, why, the warning signs and what to fix. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/customer-churn-review) ### Customer churn review **Organisation or product:** TidyPlan subscriptions **Period:** Third quarter 2030 **Prepared by:** Anna Berg, Customer Success ## 1. The numbers **Customers at the start:** 4,800 **Customers lost:** 312 **Churn rate:** 6.5 percent (312 of 4,800) **Yearly revenue lost:** 112,000 EUR ## 2. Trend Second quarter was 5.1 percent and a year ago 4.8 percent. The rise comes from customers in their first 3 months. ## 3. Who is leaving | Group | How many | Share of the total lost | | First 3 months | 148 | 47 percent of those lost | | Small teams | 96 | 31 percent | | Annual plan | 20 | 6 percent | ## 4. Why they left Never got started: 34 percent Too expensive: 22 percent Missing a feature: 18 percent Went to a competitor: 15 percent Other: 11 percent ## 5. Early warning signs No login in the first 7 days No list shared within 14 days Two support tickets unresolved ## 6. What kept customers A short call in week 2 cut early cancellations by a third in the pilot group. ## 7. Actions | Action | Owner | When | | Send a guided start email on day 1, 3 and 7 | Anna | 15 October | | Call every new team in week 2 | Customer Success | from 1 October | | Test a pause option instead of cancel | Product | Q4 | **Target for next period:** Churn below 5 percent Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A customer churn review template. Measure who left in a period, find the reasons, spot early warning signs and set actions to keep more customers. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### Organisation or product For example: TidyPlan subscriptions - ### Period reviewed For example: Third quarter 2030 - ### Prepared by For example: Anna Berg, Customer Success - ### Customers at the start For example: 4,800 - ### Customers lost For example: 312 - ### Churn rate Customers lost divided by customers at the start. For example: 6.5 percent (312 of 4,800) - ### Currency For example: EUR - ### Yearly revenue lost (optional) optional For example: 112,000 - ### Compared with earlier periods For example: Second quarter was 5.1 percent and a year ago 4.8 percent. The rise comes from customers in their first 3 months. - ### Who is leaving One row for each group. For example: First 3 months | 148 | 47 percent of those lost Small teams | 96 | 31 percent Annual plan | 20 | 6 percent - ### Why they left From exit surveys, cancellation answers and calls. Say how many answered. For example: Never got started: 34 percent Too expensive: 22 percent Missing a feature: 18 percent Went to a competitor: 15 percent Other: 11 percent - ### Early warning signs For example: No login in the first 7 days No list shared within 14 days Two support tickets unresolved - ### What kept customers (optional) optional For example: A short call in week 2 cut early cancellations by a third in the pilot group. - ### Actions One row for each action. For example: Send a guided start email on day 1, 3 and 7 | Anna | 15 October Call every new team in week 2 | Customer Success | from 1 October Test a pause option instead of cancel | Product | Q4 - ### Target for next period For example: Churn below 5 percent Sales and marketing ## What is inside The parts of this document, in order. - 1 1. The numbers - 2 2. Trend - 3 3. Who is leaving - 4 4. Why they left - 5 5. Early warning signs - 6 6. What kept customers - 7 7. Actions Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=customer-churn-review) ### Was this template helpful? Sales and marketing ## Questions people ask ### What details does this template ask for? The form asks for 15 details, starting with Organisation or product, Period reviewed, Prepared by, Customers at the start, Customers lost. 2 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these marketing templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do I need a customer's permission for a case study? Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it. ### Can nerix improve the wording? Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. 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Sales and marketing](https://nerix.ai/templates/customer-journey-map) [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Sales and marketing](https://nerix.ai/templates/sales-marketing)