A practitioner-built worksheet for segmenting your book of business into the eight moves that actually drive retention.

Stop staring at utilization or logo count. The worksheet walks you through a tiered segmentation that maps each account to a CS motion — and surfaces the 20% of the book generating 80% of the expansion.

01 · What's included

What's included.

Eight-segment framework with the diagnostic questions for each
Editable, practitioner-tested—works in Notion, Sheets, or Excel
A worked example: how I segmented a 400-account book at Spring Health
Lifetime updates—new segments added as the playbook evolves

Need more than a single artifact?

Coaching engagements include the full toolkit library — write the inbox if the worksheet surfaces something that needs a longer motion.

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