Playbook · Churn investigation

Investigate the merchants behind a churn spike.

Use one consistent scope, reconcile the opening cohort, rank recurring-revenue loss and verify reasons before choosing a retention action.

Prerequisites

  1. 01A completed Shopify Partner sync
  2. 02Lifecycle coverage spanning the selected period
  3. 03One selected currency
  4. 04A deliberate app and customer scope
  5. 05Optional uninstall-reason ingestion for qualitative context
  6. 06Optional acquisition or affiliate tracking for source analysis

1. Lock the scope

  1. 01Open Reports → Churn
  2. 02Choose one app or All apps intentionally
  3. 03Set the exact From and To dates
  4. 04Choose one currency
  5. 05Confirm Included customers or Paying in selected period
  6. 06Leave excluded customers out unless the investigation specifically needs them

2. Reconcile the denominator

Write down the displayed opening date, MRR, paid subscriptions and paying customers. If another system differs, reconcile these four values before comparing a churn percentage.

3. Rank the losses

  1. 01Sort attention by MRR lost, not only merchant count
  2. 02Open every high-value loss in the customer CRM
  3. 03Verify plan, subscription, transactions and lifecycle timeline
  4. 04Distinguish full churn from freeze and contraction
  5. 05Treat an unclassified snapshot loss as an investigation item, not a claimed cause

4. Look for concentration

  1. 01Compare loss by plan
  2. 02Compare loss by app
  3. 03Review median observed paid tenure
  4. 04Review reasons by MRR impact
  5. 05Compare retained acquisition and affiliate source only when evidence exists

5. Verify the why

An uninstall reason is merchant context, not proof of causation. Read the reason beside support, usage and product evidence your team is entitled to use. Record the verified finding and next step as a customer note.

6. Choose a bounded response

  1. 01Pricing concentration: investigate the affected plan and value delivered before changing price
  2. 02Early-tenure loss: inspect onboarding and time-to-first-value
  3. 03Feature or reliability reason: link the exact merchants to one roadmap investigation
  4. 04Frozen or store-closure loss: separate it from voluntary product churn
  5. 05Source concentration: verify sample size and acquisition evidence before changing spend or partnerships

Verify the result

  1. 01Open the linked merchants and confirm the underlying event dates
  2. 02Compare the same filters against MRR movement
  3. 03Check uninstall-reason detail where available
  4. 04Confirm missing source evidence is shown as Unattributed
  5. 05Return after the next completed sync and repeat the exact range
  6. 06Do not claim causation from timing or a small segment

Use the method on your own data

Marlo keeps definitions beside the relevant report and detail views.

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