Kuala Lumpur · App analytics practice

See what actually happens when someone switches account or plan

We map the paths customers take between account types and pricing plans, then hand your team a ranked set of drivers and interventions — not another dashboard to maintain.

Flagship work: the Account & Plan Switch Audit — typically three to five weeks from kickoff to readout.

Two colleagues reviewing notes during a working session

Who this is for

Teams who need a clear read on account and plan movement

If upgrades, downgrades, lateral plan moves, or account-type migrations are shaping your roadmap — and your events disagree with each other — we help you settle the story before you change packaging or billing rules.

Flagship engagement

Account & Plan Switch Audit

A structured review of how customers move between account types and pricing plans. You leave with a switch map, ranked drivers, and a short intervention list tied to your real events and plan catalogue.

Includes an intake workshop, cohort framing for switchers versus stayers, and a half-day readout. Does not include building software for your team or ongoing dashboard care.

Printed charts and a notebook on a wooden desk

Related work

Other ways to engage

Desk with financial documents and a calculator

Plan Change Pattern Review

A focused look at upgrade, downgrade, and lateral plan moves over a defined period — useful when you already know account switches are rare.

Engagement details

Team collaborating around a table with laptops

Account Migration Behaviour Study

When customers move from personal to business accounts, merge profiles, or transfer ownership — we document the friction and drop-off points.

Engagement details

Workshop facilitator presenting to a small group

Switch Cohort Briefing

A facilitated half-day session that walks your team through a prepared cohort of recent switchers and stayers, then lands shared priorities.

Engagement details

From recent clients

What teams noticed after the work

“The audit showed our 'plan_changed' event fired on every invoice rewrite, so we had been celebrating switches that never happened. The corrected map changed which packages we protected first.”

Aina Rahman · Head of Retention, regional membership app · Account & Plan Switch Audit

“We expected a glossy deck. Instead we got a plain ranking of downgrade drivers tied to our billing calendar — useful, if a little blunt about our event gaps.”

Marcus Teo · Product lead, B2B workspace product · Plan Change Pattern Review

More client stories

Field notes

Recent writing on switch behaviour

Wall calendar with marked dates

2026-06-12

How to read plan-switch timing against billing dates

Most plan changes cluster near renewal. Here is a practical way to separate billing-driven switches from product-driven ones.

Read note

Person reviewing documents at a desk

2026-05-03

Why account-type labels distort switch counts

If personal, team, and organisation accounts share events, your switch rates will lie. A short checklist for cleaner definitions.

Read note