How FreeWill Scaled Partner Success and Improved Retention with ChurnZero AI

By: GoBeyond Team
July 3, 2025
3 min read
AI case study for FreeWill – improved retention and partner success with AI

Quick Overview

FreeWill implemented ChurnZero to manage rapid growth (5x ARR growth) and scale partner success operations, focusing on consistency and centralization during expansion.

FreeWill
FreeWill
Company Size
~100 employees (estimated)
Revenue Range
Not publicly disclosed
Primary Challenge
Scaling customer success and partner management during rapid growth
Key Metrics
\- 27% increase in logo retention\- 21% increase in gross dollar retention\- Improved NPS and CSAT during high-growth periods

The Problem

Rapid growth challenged existing customer success processes, risking retention and satisfaction.

The Solution

Deployed ChurnZero AI platform to centralize customer success operations, automate engagement, and provide data-driven insights.

Results

\- Improved retention rates\- Increased customer satisfaction scores\- Scaled success operations efficiently during growth

Details

Industry
Technology & SaaS
Departments
Account Management & Client Success
Use Cases
Account Reviews
Client Health Monitoring
Tags
Predictive Modeling
Cost Reduction
AI Tools Used
ChurnZero
Sources
https://churnzero.com/case-studies/freewill/

More Case Studies

See All
How Bank of America Uses AI Sales Agents and Virtual Assistant Erica to Enhance Customer Outreach and Service
Finance & Banking
How Cosabella Boosted Email Revenue by 60% Using Emarsys AI-Powered Marketing Automation
Retail & E-commerce
How Gridium Uses Machine Learning and IoT to Optimize Energy Consumption in Commercial Buildings
Real Estate
How SpendWise Solutions Reduced Expense Reporting Time by 40% with AI Automation
Finance & Banking
How STACK Media Boosted Website Visits by 61% and Reduced Bounce Rate by 73% Using BrightEdge AI
Marketing & Advertising
How Perform[cb] Improved Lead Quality and Conversion Rates with an AI Chatbot Built on Amazon Bedrock
Technology & SaaS

🤖 Chat with AI

Type...