Reference file

90-Day NRR Improvement Programme

90-day-nrr-improvement-programme.md

90-Day NRR Improvement Programme

On-demand reference for the expansion-revenue-architect skill.

This is the delivery format. When a client's NRR needs improving, here's how to structure the engagement:

Phase 1: Diagnose (Weeks 1-3)

Week 1: Data audit

  • Pull trailing 12-month NRR and GRR by segment
  • Map churn reasons (last 20 churned accounts)
  • Identify expansion revenue sources (which accounts, which type)
  • Assess: is this a GRR problem or an expansion problem?

Week 2: System assessment

  • Score expansion maturity using the expansion maturity framework
  • Assess health scoring quality (are scores calibrated against actual outcomes?)
  • Map current expansion ownership (who identifies, who closes, who gets credit?)
  • Review pricing architecture (is there a natural expansion path?)

Week 3: Whitespace and pipeline audit

  • Run whitespace analysis on top 20 accounts
  • Map current expansion pipeline (what exists, what's the conversion rate?)
  • Identify the constraint: signals? ownership? pricing? process? enablement?

Output: Expansion Diagnostic Report with NRR/GRR bands, constraint identification, and 60-day action plan.

Phase 2: Design (Weeks 4-6)

Week 4: Expansion motion design

  • Define expansion ownership model (who owns which expansion types)
  • Design CS-to-Sales handback process (with SPICED context transfer)
  • Set expansion scoring thresholds and automation triggers

Week 5: System build

  • Configure expansion scoring in CRM/CS platform
  • Build expansion signals dashboard
  • Set up automated alerts and dashboard integration
  • Create whitespace analysis template for QBRs

Week 6: Enablement

  • Train CSMs on expansion signal identification
  • Train Sales on expansion discovery (different from new business discovery)
  • Create expansion playbook (by segment, by expansion type)
  • Define compensation/credit model for expansion

Output: Expansion System Blueprint with scoring model, signals, ownership, and playbooks.

Phase 3: Install and Measure (Weeks 7-12)

Weeks 7-8: Activate

  • Launch expansion scoring
  • Run first whitespace-based QBRs
  • First CS-to-Sales handbacks using new process

Weeks 9-10: Iterate

  • Review first expansion pipeline created
  • Calibrate scoring (are the right accounts surfacing?)
  • Adjust thresholds based on real data

Weeks 11-12: Embed and report

  • First NRR leading indicator check (expansion pipeline created vs target)
  • Install expansion review into operating cadence
  • Add expansion tile to revenue dashboard
  • Report to leadership with baseline, progress, and 6-month projection

Success metrics:

Metric Baseline (capture at Week 1) 90-Day Target 6-Month Target
NRR Current +3-5 points +8-12 points
GRR Current +2-3 points (if <90%) +5 points (if <90%)
Expansion pipeline created Current 2x baseline 3x baseline
Expansion pipeline conversion Current +10pp +15pp
Whitespace coverage (mapped accounts) 0% Top 20 accounts Top 50% of high-touch
CS-sourced expansion rate Current +50% +100%