Root Cause Analysis for CX

How a B2B firm used driver and root cause analysis to fix the issues that drove churn

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Challenge

A B2B firm was seeing churn rise and customer feedback diverge across products and regions. Teams had lots of opinions, but no shared diagnosis of what was actually driving churn.

The ask: use driver analysis and root cause analytics to quantify which experience factors mattered most—and define a short, high-leverage fix list.

Approach

We combined survey feedback with behavioral and account outcomes, then ran driver modeling to rank the factors associated with churn and retention. We drilled into the top drivers to identify “why” (where in the journey, which segments, which touchpoints) and translated that into concrete interventions.

Solution

A root-cause-driven improvement roadmap.

We delivered a ranked driver list, segment cuts, root cause narratives for the top drivers, and a roadmap with owners, expected impact, and measurement. Timeline: 6–8 weeks.

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Outcome

The organization moved from debate to action:

Metrics / Results

    Top drivers quantified and prioritized

    Root causes identified by segment and journey stage

    Fix list aligned across product, success, and support

    Measurement defined to track retention lift

Fin.

Root cause analysis works when it ends in a short list of fixes—and owners to execute them.

Explore more

Root Cause Analysis · Retention Drivers

Experience to Impact · Churn Prediction