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Track KPIs, Reduce Churn & Improve CX with TODD Business Momentum System (BMS)
Co-Founder Taliferro
Co-Founder Taliferro
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.
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).
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.
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.
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 |
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.
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.
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.
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.
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.
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.
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.
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.
A CRM stores records. A Business Momentum System (BMS) drives action with proactive follow‑ups, churn alerts, and KPI dashboards.
TTFV, engagement cadence, health score, renewal likelihood, and CLV. These map directly to retention outcomes.
No. You can run TODD alongside your CRM and sync contacts, activities, and outcomes.
We’ll configure KPIs, churn alerts, and follow‑up sequences so your team can see measurable impact fast.
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