Valtion
Free Customer Value Quickscan

Where is customer value leaking?

Discover in a few minutes where retention, onboarding, Customer Success or lifecycle communication is currently slowing growth. You get an immediate personal score profile and a concrete first step.

For SaaS, subscriptions, memberships, e-commerce and service organisations.

RetentionCLVOnboardingCustomer Success
01

Answer 15 questions

You walk through the five themes that determine customer value after purchase.

02

See your score profile

You see where the foundation is strong and where customer value is probably leaking.

03

Choose your first step

You get a logical starting point for analysis, an experiment or a strategy call.

Why this scan

Acquiring new customers only truly helps when existing customers stay.

The quickscan looks at the elements that determine whether customers continue to experience value: customer value, retention, onboarding, follow-up and lifecycle. This helps you see faster whether the problem sits in data, the customer journey, communication or Customer Success.

01

Do you measure customer value?

Without visibility into CLV, segments and churn, you often steer on revenue growth without knowing which customers are truly building value.

02

Do customers experience value quickly enough?

Onboarding and activation often determine whether customers stay, expand or become inactive.

03

Do you follow up proactively?

Customer Success and lifecycle communication make risks and growth opportunities visible earlier.

For whom

For organisations where existing customers carry growth.

The scan fits when repeat purchase, renewal, usage, activation or expansion is important to your model.

Recognisable?

  • You want to know why customers drop off or become less active.
  • You lack clarity on CLV, retention or churn by segment.
  • Onboarding takes a lot of attention, but the impact is unclear.
  • Customer Success is still too reactive.
  • You see growth opportunities with existing customers, but do not know where to start.
What you get

A compact result that gives direction.

No heavy report. A clear diagnosis of the theme that deserves attention first.

01

Total maturity score

An indication of how strongly customer value is currently organised.

02

Score by theme

See differences between CLV, retention, onboarding, Customer Success and lifecycle.

03

Main improvement area

The theme where the biggest first lever seems to be.

04

Practical next step

A concrete starting point for analysis, an experiment or a conversation.

Improving retention does not start with more isolated actions, but with seeing more clearly where customer value disappears along the way.
Valtion - specialist in retention and Customer Value growth
Frequently asked questions

Accessible enough to start now.

Do I need to have figures ready?

No. The scan is an initial diagnosis. Figures help later to deepen the outcome.

Do I get an immediate result?

Yes. After the questions and your details, you immediately see your score profile on the page.

Is this only for SaaS?

No. The scan is also relevant for subscriptions, memberships, e-commerce and service businesses.

Am I committed to anything?

No. You can use your result as a starting point and optionally schedule a no-obligation strategy call.

Start here

Take the quickscan in a few minutes.

Answer the questions based on how your organisation works today. In doubt? Choose 'Partly'.

Go to the questions
Free quickscan

Your score profile

Complete all 15 questions. After that, we ask for your details so your result can be prepared.

15 questions5 themesImmediate insight

Use the answers as a first direction. The value is not in scoring perfectly, but in getting clear on where your first improvement can have the most effect.

01

Customer value & CLV

Start with the basics. Before you can improve customer value, you need to know whether that value is visible and usable.

Do you know how much value an average customer generates across the full customer relationship?

Do you know how much value an average customer generates across the full customer relationship?

Do you distinguish between customer segments with high and low customer value?

Do you distinguish between customer segments with high and low customer value?

Do you actively use customer value or CLV in decisions around marketing, sales, onboarding or retention?

Do you actively use customer value or CLV in decisions around marketing, sales, onboarding or retention?

02

Retention & churn

Improving retention starts with measurement: how many customers stay, when do they drop off and where do risks appear?

Do you structurally measure how many customers stay and how many leave?

Do you structurally measure how many customers stay and how many leave?

Do you know in which stage of the customer journey customers usually drop off?

Do you know in which stage of the customer journey customers usually drop off?

Do you know why customers cancel, drop off or become less active?

Do you know why customers cancel, drop off or become less active?

03

Onboarding & activation

The first phase often determines whether customers experience value quickly enough to stay.

Do you know what successful onboarding concretely means?

Do you know what successful onboarding concretely means?

Do you measure whether new customers complete the most important first actions?

Do you measure whether new customers complete the most important first actions?

Do you follow up when customers do not start, get stuck or become inactive?

Do you follow up when customers do not start, get stuck or become inactive?

04

Customer Success & follow-up

Customer Success becomes stronger when follow-up is proactive and focused on customer outcomes.

Do you know what success means for different customer groups?

Do you know what success means for different customer groups?

Are customers followed up proactively before problems arise?

Are customers followed up proactively before problems arise?

Do you use customer data or signals to determine which customers need attention?

Do you use customer data or signals to determine which customers need attention?

05

Lifecycle, communication & growth

Customer value grows when communication and expansion align with customer phase, behaviour and needs.

Do you actively communicate with customers after purchase or sign-up?

Do you actively communicate with customers after purchase or sign-up?

Do you have communication in place for inactive customers, renewal, repeat purchase or expansion?

Do you have communication in place for inactive customers, renewal, repeat purchase or expansion?

Do you know which existing customers are ready for upsell, cross-sell or additional value?

Do you know which existing customers are ready for upsell, cross-sell or additional value?