Co-Founder Taliferro
Track KPIs, Reduce Churn & Improve CX
Tracking performance and retaining customers drive business success. Companies that excel in these areas see higher productivity and loyalty. TODD simplifies performance tracking and boosts customer retention.
Why a Business Momentum System (BMS) Beats a CRM for Retention
TODD is a Business Momentum System (BMS)—a CRM alternative built for proactive follow-ups, pipeline visibility, and programmatic engagement. Where CRMs store records, a BMS drives action so teams actually reduce churn and improve customer experience (CX).
The Importance of Performance Tracking
Performance tracking monitors team efficiency and identifies strengths. This process fosters accountability and encourages growth. TODD provides real-time insights that lead to better decisions.
How TODD Enhances Performance Tracking
TODD’s analytics tools give you a clear view of team performance. Set goals, track progress, and evaluate outcomes. Customize dashboards to visualize key metrics that matter. Whether sales figures or task completion rates, TODD keeps you updated.
Track KPIs & Performance Metrics That Matter
Define and monitor the KPIs that correlate to retention and revenue: onboarding completion, time-to-first-value, engagement cadence, NPS/CSAT, renewal likelihood, and customer lifetime value (CLV). TODD surfaces at‑risk accounts and flags stalled activity before it becomes churn.
| KPI | Definition | Leading Indicator | Owner |
|---|---|---|---|
| Time‑to‑First‑Value (TTFV) | Days from signup to first meaningful outcome | Onboarding task completion > 80% | Customer Success |
| Engagement Cadence | Average days between proactive touchpoints | Missed check‑ins flagged < 48h | Account Owner |
| Health Score | Composite of usage, support, sentiment | Feature adoption + NPS/CSAT trend | Ops / CS Ops |
| Renewal Likelihood | Probability of renewal in next cycle | Open risks resolved before 30‑day window | CS Leadership |
| Customer Lifetime Value (CLV) | Net value over expected relationship | Expansion propensity + churn risk | RevOps / Finance |
The Role of Customer Retention
Customer retention equals steady revenue and brand advocacy. Loyal customers drive growth. TODD enhances retention strategies and keeps clients engaged. Deliver exceptional service to build lasting relationships.
Reduce Churn with Proactive Follow-Ups
Churn happens when accounts go quiet. TODD automates “next best action” tasks, nudges owners on missed check‑ins, and sequences outreach based on engagement signals—so customers feel supported before renewal time.
Watch: Simple Momentum Lessons
How TODD Improves Customer Retention
TODD offers tools that strengthen customer relationships. Analyze interactions, spot trends, and personalize your approach. Use data to tailor communication and marketing. Follow up at key touchpoints to maintain client engagement.
Improve Customer Experience (CX)
Personalized touchpoints improve CX. With unified timelines and templates, TODD keeps messages relevant to milestones, health scores, and preferences—turning support moments into loyalty moments.
AI‑Powered Predictive Insights
TODD’s AI-powered analytics use historical behavior to predict renewal risk and upsell timing. Managers get dashboards that highlight where attention will have the biggest impact this week.
Integrating Performance Tracking with Customer Retention
Combining performance tracking with customer retention amplifies your impact. Monitor team performance alongside customer satisfaction. Identify how efforts influence loyalty. This alignment creates a powerful growth strategy.
Success Stories
Many businesses see benefits from using TODD. One company reported a 25% increase in customer retention after implementing TODD. Tailoring approaches based on feedback and insights drove their success.
Conclusion
Tracking performance and retaining customers matter. TODD provides the tools needed to excel in both areas. Use advanced analytics and personalized strategies to boost performance and build strong customer relationships. Invest in TODD and elevate your business.
FAQ
What’s the difference between a BMS and a CRM?
A CRM stores records. A Business Momentum System (BMS) drives action with proactive follow‑ups, churn alerts, and KPI dashboards.
Which KPIs should we start with?
TTFV, engagement cadence, health score, renewal likelihood, and CLV. These map directly to retention outcomes.
Do we need to migrate off our CRM?
No. You can run TODD alongside your CRM and sync contacts, activities, and outcomes.
Run a 30‑Day Pilot: KPIs, CX & Churn Reduction
We’ll configure KPIs, churn alerts, and follow‑up sequences so your team can see measurable impact fast.