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CRAFT GTM · tool 4 of 8

Retention Playbook

Generate retention strategies. Has DISCOVERY MODE - if you don't know WHY people churn, get a churn analysis framework first.

By , founder of Helix GTM Consulting · Last updated

How do I run Retention Playbook in my browser?

Required: Customer segment, Business model, Current churn rate. Fields marked optional can be left empty.

Customer segment to focus on

Business model affects health score weighting

Current churn rate (e.g., '5%' or '5% monthly')

OPTIONAL: Known churn reasons (comma-separated). If you don't know, leave blank to get discovery mode with churn analysis framework

What usage data you can track (comma-separated). E.g., 'login frequency, feature usage, support tickets, NPS responses'

CS team capacity affects intervention strategy

Optional: What retention tactics you already do

How do I use Retention Playbook from Claude?

Connect CRAFT GTM once (see Connect), then ask in plain words. A prompt built from the tested example:

Use CRAFT GTM's Retention Playbook tool. customer segment: SMB accounts; business model: saas subscription; current churn rate: 4% monthly; churn reasons: onboarding friction, missing integrations; cs team size: small 1 3.

MCP tool name: retention_playbook. REST: POST https://craft-gtm.gtmhelix.com/api/tools/retention_playbook (see Docs).

How does Retention Playbook work?

It applies fixed rules in the CRAFT GTM code to the inputs above and returns text. It does not call an AI model, does not look anything up, and does not store what you type. The web form and the MCP server run the same function, so the same input gives the same answer in both.

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