Executive summary
An evidence pack that documents and grades every assumption behind a SaaS retention and expansion business case before options are appraised.
What is inside
What the pack covers
The asset walks an analysis team from the retention baseline through churn and expansion driver decomposition, an assumption register with evidence grades, costed intervention assumptions, quantified benefit hypotheses, and a prioritized set of research questions, ending in a frozen assumption book ready for investment appraisal.
- Scope: the assumption base for a SaaS retention and expansion investment decision
- Cohort, usage, renewal and support evidence assembled into one source log
- Demand, cost, benefit and uncertainty assumptions separated from observations
- An evidence grading discipline with explicit confidence limits
- Benefit hypotheses quantified in revenue retention terms
- Research questions and a test plan for the riskiest assumptions
- A freeze gate that hands a stable assumption book to the options appraisal