I look after CRM reporting for a B2B SaaS team and I’m putting together our quarterly churn review. CS logs a cancellation reason for every account and there are notes from renewal calls and save attempts. That’s what we use to group the losses and explain them to leadership

For accounts marked low usage, I still want to know what changed in their day to day work and where that work went.

The notes don’t always get that far. We rarely speak to customers again after cancellation so the explanation entered at the time carries straight into the review. Some have been gone for a few months now and I’m struggling to tell how much of the story we ever got