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Customer Lifecycle

The customer lifecycle is the model that classifies every customer by what stage they're in. Most B2B SaaS companies use 5 stages:

  1. Onboarding — first 30–90 days
  2. Adoption — using the product but not yet at full value
  3. Growth / value — getting business outcomes; potential expansion
  4. Renewal — within 90 days of contract end
  5. Advocacy — referring others, in case studies

Each stage has different goals, playbooks, and metrics.

Why lifecycle staging matters

Treating a Day-7 customer the same as a Day-300 customer wastes effort and confuses the customer. A lifecycle model lets CS playbooks be specific to where the customer is right now.

How BlueHill helps

BlueHill tags each customer record with a lifecycle stage. Status reports group accounts by stage. Different automations fire by stage (onboarding → daily nudges; renewal → forecast updates).

Related: Customer journey · Renewal · Advocacy