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 Rigplay Uses Generative AI and ML to Automate Human Motion Animation and Slash Production Costs
Media & Entertainment
How Nordic Insurance Company Partnered with EY to Automate Claims Management Using AI
Finance & Banking
How Central England Co-operative Automated Employee Record Retention Compliance
Real Estate
How Macquarie Uses Predictive AI to Clean and Unify Data for Better Insights and Outcomes
Finance & Banking
How Holcim EMEA Digital Center Used GitHub Copilot to Accelerate Large-Scale Salesforce Code Refactoring and Improve Performance
Technology & SaaS
How DHL Uses AI to Optimize Logistics, Warehouse Management, and Delivery Accuracy
Retail & E-commerce

🤖 Chat with AI

Type...