Increasing User Retention For Your Software
Keep Them Coming Back: How to Increase User Retention
Losing users is expensive. You spend time, money, and effort getting someone excited about your software… only to watch them slip away faster than a free sample at Costco. Brutal.
Here’s the kicker: retaining a user is almost always cheaper (and more profitable) than finding a new one. So if churn is eating away at your bottom line, it’s time to flip the script and focus on keeping users around.
Here’s how to increase user retention without losing your sanity:
STEP 1: Retention Beats Acquisition (Every Time)
Customer churn is a silent profit killer. Acquiring new users costs 5 to 7 times more than keeping the ones you already have.
Translation: if you’re only focused on new sign-ups while ignoring the people who are already customers, you’re leaving stacks of cash on the table.
Retention isn’t just a number; it’s the difference between steady growth and a leaky bucket business.
STEP 2: Onboarding Is Everything
First impressions matter. If a new user signs up and instantly feels lost, confused, or overwhelmed, they’ll be gone before you know it.
Your mission: create quick wins. Show them value immediately.
Send a series of guided email tours or video tutorials.
Provide a checklist for success in their first week.
Highlight one powerful feature they can use right away.
Continue highlighting features and tools with easy instructions on how and why to use them.
If they succeed early, they’ll stick around longer.
You can find Onboarding Emails to use for your Full CRM customers here.
You can find Onboarding Emails to use for your Lite CRM customers here.
STEP 3: Build Engagement Loops
Retention isn’t “set it and forget it.” You need reasons for users to keep coming back. That’s where engagement loops come in.
Share regular content (tips, training, success stories).
Highlight new features and updates.
Send check-in emails to keep them active and curious.
The goal is to turn your software into a habit - something users don’t just try, but rely on every day in their business.
We've created a series of Nurture/Retention Emails to keep your users engaged.
Nurture/Retention Emails Here >>
STEP 4: Listen and Adapt (Feedback Loops)
Want to know why people leave? Ask them.
Use surveys and feedback forms.
Monitor customer support trends.
Actually make improvements based on what users say. This could include suggestions on changes to the software, what your plans include, communication, and many other things. We take our partner suggestions seriously, so please share them with us.
When users feel heard (and see you making changes), loyalty skyrockets.
STEP 5: Keep Delivering Value
Retention isn’t just about stopping churn - it’s about growing deeper relationships that foster customer loyalty. Offer advanced training, create exclusive groups, or roll out premium add-ons that keep users invested.
We provide you with a series of emails for every upsell that's available. You can access them all on the Partner Resources page that we've created for you here.
If they feel like they’re always leveling up, they’ll never want to leave.
Wrapping It Up
Retention is where profit lives. By focusing on onboarding, engagement, and continuous improvement, you can keep your users happy, loyal, and paying for the long haul.
Stop thinking of retention as “nice to have.” It’s your competitive edge.
Partner Resources
We’ve got your back! Check out the partner portal for templates, emails, and media assets you can use to boost user retention and long-term success. We’re always adding new content, so check back often!
👉 Partner Resources Can Be Found Here >>
Interested in growing revenue by adding more optional tools for your users?
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