Widget Factory

Revenue Summaries

Lost Accounts Analysis

In Q4, we lost 12 accounts totaling $85K in ARR. Common reasons:

• Product Fit Issues (42%): Features not aligning with mid-market needs, e.g., scalability concerns in TechCorp and DataHub.
• Poor Onboarding (33%): Delayed support leading to low adoption, seen in NewBiz and StartupX.
• Competitive Pricing (25%): Switches to lower-cost alternatives, common in SMB segment like RetailCo.

Recommendations for Q1-Q2 2026

• Enhance Onboarding: Implement AI-guided setup sequences to reduce time-to-value by 30%. Target: 95% adoption rate in first 30 days.
• Proactive Risk Mitigation: Deploy early-warning agents for usage drops; aim to recover 50% of at-risk revenue through personalized interventions.
• Product Roadmap Alignment: Prioritize scalability features based on churn feedback; conduct quarterly CS-Product syncs.
• Expansion Focus: Launch targeted upsell campaigns for high-health accounts, projecting +20% revenue growth.