Customer Protection Planner

Proactively Identify Customer Risks Before They Become Churn

Why Protecting Your Customers Matters for Growth Without the Waste

Your customers are the lifeblood of your business.

You've worked hard to win them over, build relationships, and deliver value. But... even your most loyal customers can drift away silently if warning signs go unnoticed.

When churn happens unexpectedly, it's not just lost revenue... it's wasted effort, wasted resources, and a painful blow to your growth.

The Customer Protection Planner helps you stop customer losses before they happen by giving you a clear, proactive way to monitor risk and take action at the right time.

Protecting your customers isn't just about retention... it's about creating stability, predictability, and loyalty so your business grows without being trapped in a constant cycle of replacing lost customers.

What the Customer Protection Planner Does for You

The Customer Protection Planner gives you a simple, structured way to protect the relationships you've worked so hard to build.

Here's how it helps...

Spot churn warning signs early before they become major problems.
Prioritise at-risk customers so your team knows where to focus attention first.
Track the health of customer relationships with clear, measurable indicators.
Reduce wasted acquisition costs by keeping customers you've already worked hard (and paid) to win.
Turn at-risk customers into advocates by acting decisively and delivering extra value.

Instead of firefighting churn after it happens... you'll create a stable foundation where your existing customers are the engine of sustainable growth.

Why Founders Often Get Stuck Without Protecting Their Customers

Most founders only realise a customer is unhappy after they've left.

By then... it's often too late to fix the issue - and you're left scrambling to find new customers just to replace the ones you've lost.

Common reasons why this happens include...

No Visibility of Customer Health - Founders rely on gut feeling instead of data.
Scattered Communication - Nobody owns the customer relationship clearly, so warning signs are missed.
Over-Focus on Acquisition - Energy is spent chasing new sales while existing customers slip away.
Reactive Problem-Solving - Issues are dealt with after damage has been done, creating unnecessary chaos and cost.

The Customer Protection Planner removes these blind spots by giving you a single, easy-to-use tool to track, monitor, and protect the customers who drive your growth.

How to Use the Customer Protection Planner

This tool is designed to be simple enough for any founder or team to use - no complex systems, no endless data wrangling.

Step 1: List Your Active Customers

Enter the names of all current customers or accounts.

Include key details such as contract value, renewal dates, or important milestones.

Step 2: Assess Relationship Health

Rate each customer using clear indicators such as...

Engagement level
Timeliness of payments
Product/service usage
Communication responsiveness

Use the colour-coded scale to quickly see which customers need attention.

Step 3: Identify At-Risk Customers

The planner automatically highlights customers who show signs of potential churn.

Focus your team's time on these relationships first.

Step 4: Plan Retention Actions

Record specific actions to rebuild trust or increase value for at-risk customers.

Assign ownership so everyone knows who is responsible for follow-up.

Step 5: Review Monthly

Set aside time each month to review customer health.

Track progress and update retention plans to ensure customers stay happy and engaged.

Download Your Customer Protection Planner

Download now and start protecting your most valuable asset... your customers - before waste creeps back in.

>>> Download the Customer Protection Planner →

What's inside the file?

How to Use (Instructions Sheet)
- Simple step-by-step guide on how to use the planner effectively.
- Colour coding guide for identifying customer health levels.
- Best practices for updating and reviewing regularly.
Blank Planner
- Clean, ready-to-use sheet where you can input customer data.
- Columns for engagement, payment timeliness, product usage, communication, and notes.
Demo Planner
- Pre-populated with five realistic example customers.
- Shows how to score and track customers based on health.
Retention Action Tracker
- Space to log issues for at-risk customers.
- Assign team members to actions with deadlines and track progress.
Monthly Review Dashboard
- Summary of critical metrics like churn rate, total active customers, and average health score.
- Helps visualise trends and track long-term retention success.

The Downloadable Customer Protection Planner

This planner is ready for you to use in Excel, Google Sheets, or your preferred spreadsheet tool.

When populated, your planner will look something like...

Next Steps After Filling in Your Customer Protection Planner

Once you've downloaded and filled in your customer protection planner...

>>> Follow 'Step 4: Protect Your Visibility' on the 'Protect' page →

Or visit the Founders Resource Hub to download other tools to help you to grow without the waste.