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 Document360 Uses AI to Automate Knowledge Base Creation and Improve Support Documentation
Technology & SaaS
How Ivy Tech Community College Uses AI Predictive Analytics to Identify At-Risk Students Early
Education & EdTech
How Slack AI Pilot Increased Message Response Efficiency and Reduced Information Overload
Technology & SaaS
How Heinz Leveraged DALL·E 2 AI to Reinforce Brand Dominance and Drive Viral Marketing
Manufacturing
How Allensworth Uses Everlaw’s AI Tools to Accelerate Legal Research and Evidence Discovery
How Fuelfinance Automates Real-Time Forecasting and Financial Reporting for Startups and SMBs
Technology & SaaS

🤖 Chat with AI

Type...