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[course 03]

Lifecycle & Retention

Acquisition fills a bucket; retention decides whether it leaks. You will learn to read retention curves and cohorts, find your activation moment, write onboarding and lifecycle emails, reduce churn (including failed payments), win customers back and build a retention dashboard you check every week.

  • 8 lessons
  • 8 worksheets
  • Self-paced
  • English
$67USD, one-time payment
  • Delivered by email within minutes
  • 30-day money-back guarantee
  • Secure payment by Stripe
Close-up of soft black fabric with folds and shadows

What you will be able to do

  • Read cohort retention curves and spot where users drop
  • Define activation and design onboarding around it
  • Write lifecycle emails triggered by what customers do
  • Diagnose churn and run win-back and expansion plays

Who this course is for

  • SaaS and subscription startups with a leaky trial or first month
  • Founders who send no emails after signup, or the wrong ones
  • Teams that spend on acquisition while customers quietly leave
[curriculum]

The 8 lessons

In a deliberate order. Each lesson explains the why, gives you the worksheet or the template, and ends with an assignment.

  1. 01

    Where retention sits and how to use this course

    You will know what this course covers, what you need before you start, and which lessons matter most for your stage.

    12 min read · includes a worksheet

  2. 02

    Reading retention curves and cohorts

    You will build a cohort table from your own data and read whether your retention curve flattens, keeps falling or is improving.

    14 min read · includes a worksheet

  3. 03

    Finding your activation moment

    You will identify the early action that best separates users who stay from users who leave and write it down as a measurable activation definition.

    14 min read · includes a worksheet

  4. 04

    Onboarding emails and in-product nudges

    You will design a short onboarding sequence of emails and in-product prompts that moves new users toward your activation moment.

    13 min read · includes a worksheet

  5. 05

    Lifecycle stages, segments and triggers

    You will map your customer lifecycle into clear stages, define the segments and triggers for each, and know which message or action belongs where.

    14 min read · includes a worksheet

  6. 06

    Trial-to-paid, churn and failed payments

    You will measure your trial-to-paid conversion, split churn into voluntary and involuntary, and set up basic recovery for failed payments.

    15 min read · includes a worksheet

  7. 07

    Win-back, expansion, feedback and compliance

    You will plan win-back and expansion messages, set up a regular feedback loop, and check your email program against basic consent and unsubscribe rules.

    15 min read · includes a worksheet

  8. 08

    Your retention dashboard and lifecycle calendar

    You will build a one-page retention dashboard and a 12-week lifecycle calendar with owners and metrics that you keep running after the course.

    15 min read · includes a worksheet

What is included

  • 8 complete written lessons
  • 8 worksheets and templates to copy into a spreadsheet
  • Worked examples with numbers
  • An assignment at the end of every lesson
  • Printable, or save any lesson as PDF
  • Lifetime access, including future updates

How you receive it

Right after payment you see your access button, and the same personal link is emailed to you. Open it on any device to read every lesson. There is no account and no password to remember.

Lost the email? Use Resend my access and a new link arrives in minutes.

Education, not consulting. This course is general marketing education. It is not consulting, legal, tax or financial advice, nobody reviews your accounts or campaigns, and no revenue, growth or other result is guaranteed. Advertising platforms change their tools and policies often: always check their current rules. Read the results disclaimer.

[best value]

Want all four courses?

The Fractional CMO Playbook includes this course and the other three, 32 lessons in all, for $197. That saves $71 against buying them one by one.

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