Step 2: Set up the Keep-and-Grow-Customer-Phase

Lesson 3

Using the same procedure as above, set up a revenue stream for each of the three stages in the Keep-and-Grow-Customer-Phase.

As outlined in Step 1

Select the Revenue Type “Subscription (Customer Contract)”
Enter the name of the stream and the name of the plan
Set the forecast to 0

In addition, select the billing interval from “Billing Period” dropdown and enter the Average Monthly Recurring Revenue (MRR) for a customer contract – setting it to

for revenue stream “Live” to Billing Interval “Monthly” and $100 MRR
for revenue stream “ARR” to Billing Interval “Quarterly” and $500 MRR
for revenue stream “LTV” to Billing Interval “Yearly” and $1,000 MRR

Click button “Save” to save the revenue stream.

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Step 2: Set up the Keep-and-Grow-Customer-Phase

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