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Free Template + Cohort-Based Forecasting Tools

Model Your B2B Growth With Confidence

Selling to businesses on a subscription or retainer model? This growth template helps you break down the full customer journey—so you can model revenue, retention, and churn with accuracy.

Whether you're running a SaaS, service, or platform business, use this model to simulate the long-term impact of changes across your acquisition, onboarding, and retention funnel.

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Olivia Natasha
Olivia Natasha - Growth Consultant at Adasight.com

What You’ll Get

- A plug-and-play spreadsheet tailored for B2B subscription businesses

- Forecasting by funnel stage: Acquisition → Onboarding → Retention → Expansion → Churn

- Revenue cohort tracking for each stage of the customer journey

- Built-in simulation to test changes and visualize impact on future income

- Clean structure and clear input fields for quick setup

What’s Inside the Growth Model

- Advanced Funnel Stages: Acquisition → Onboarding → Retention → Expansion → Churned.

- Revenue Segmentation: Tracks cohort revenue from each business client based on retention milestones.

- Impact Simulation: Understand how changes to onboarding or churn affect long-term revenue.

Growth Model Template

Who is this for?

✅ B2C SaaS or digital subscription founders

✅ Growth and marketing teams managing acquisition and churn

✅ Anyone seeking a clear financial model for subscription growth

Why This Template Works:

Predictive: Helps simulate future revenue under different growth assumptions.

Decision-Making Tool: Make data-informed decisions on spend, conversion strategy, or retention efforts.

Plug-and-Play: Pre-filled formulas and clean structure let you start modeling your business immediately.

Frequently Asked Questions

Can I use this without a data team?

Yes! The template is beginner-friendly with built-in guidance.

What if I want to model different client types?

You can duplicate the forecast logic to track multiple client segments or tiers.

Will this help with board reporting?

Absolutely. The cohort and forecast views make it easy to present clear, data-backed projections.