Account & Plan Switch Audit
A structured review of how customers move between account types and pricing plans, with findings you can act on in the next billing cycle.
Engagements
Ways we study account and plan switches
Each engagement is a delivered piece of analysis work. We do not sell software seats or monthly product access — you commission a review, a study, or a briefing with a defined end.
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.
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.
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.