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Scale

Scale Opportunity Solution Tree Template

Grow the value of every customer — net revenue retention, balanced with continued acquisition.

The template

Outcome · Grow the value of every customer — lift net revenue retention
Retention and churn

Where does value erode and customers leave — usage, price, a competitor?

Expansion revenue

Where can accounts grow — upsell, cross-sell, more seats?

Monetization

Does pricing and packaging match the value delivered?

Keep acquiring

Don’t let expansion crowd out new logos as you scale.

The root is your outcome; each branch is an opportunity — a customer need worth exploring. There are no pre-filled solutions on purpose: solutions are the part that only makes sense for your product, and they come from your own research. “Use this template” opens it as a real, editable Opportunity Solution Tree in Outcomify, where you (or your own AI agent over MCP) add the solutions and the evidence behind them.

How to use this template

  • Swap in your own measurable outcome at the root — a behaviour change, not a feature.
  • Keep only the opportunities your customer research supports, and add the ones it surfaces.
  • Add a few solutions per opportunity, then let evidence — not the template — decide which to test.

Other stage templates

Build your Scale tree

Open this template as a living Opportunity Solution Tree — swap in your outcome, keep the opportunities your research supports, and let evidence and Canopy take it from there.