For Rising Churn

You probably know where customers churn.
Do you know why?

Upstream combines your data with a behavioral lens to uncover what's driving customers away, then hands you five practical experiments to change it.

Five behaviorally grounded experiments, built from data you already have, ready to run in two weeks.

The Real Problem

Certainty got expensive.
Waiting is now the risk.

The old model for turning research into growth was built for a world where taking action was expensive: development hours, resource deployment, real implementation risk. Waiting for certainty was the responsible choice. That math has flipped. When testing something live costs almost nothing, certainty becomes the expensive tradeoff and speed becomes the safe one.

Most growth teams already operate this way. What hasn't caught up is how they coordinate action from research: a process still calibrated to the old certainty bar can't keep pace with partners who no longer wait for one.

Pain 01
Another workshop, another list nobody prioritizes
Unstructured brainstorming produces plausible ideas with no behavioral mechanism underneath, so results are inconsistent and hard to learn from.
Pain 02
The team knows what's wrong, no one agrees what to test first
The data and research already exist. What's missing is a fast, disciplined way to turn them into a prioritized set of bets.
Pain 03
Every option needs a research sprint before anyone will greenlight it
A process built for certainty adds months to a decision that speed, not more analysis, is now built to make.
How It Works

From existing insight
to five testable bets

No new primary research required. Upstream reviews the customer and market data you already have, filters it for the elements that actually carry behavior-change logic, and scopes what's left into experiments sized to what your team controls, a single function or a coordinated set.

Diagnose
Review the data and research you already have for what actually predicts behavior change.
Design
Translate what's found into five candidate experiments, scoped to what your team controls.
Deliver
One synthesis, five ready-to-run experiments, two weeks door to door.
Decide
Run what you can right away. Whatever needs more research becomes the next scoped effort.
Our Work

A method rooted in behavioral impact

Product Adoption & Habitual Use
Turn a glucose reading into a daily routine people keep
Dexcom
The assumed fix A functional tool. The new tech capability and the health need drives routine use.
The gap we found The barriers to use weren't technical, they were personal and social.

Their data only showed use among people who already relied on CGM. It could not show what held everyone else back, because people who never formed the habit left nothing to analyze.

OutputRoutine-building interface, wireframes, and use guidelines for the G6 app
First FDA-approved continuous glucose monitoring app, then a Silver 2019 Medical Design Excellence Award winner.
Retention & Churn Reduction
Keep patients on their recovery plan and out of the hospital
Ascension
The assumed fix Keep working the operational data for the next process fix.
The gap we found Patients drifted off their recovery plan when motivation was low or they didn't feel in control of the outcome.

Their data showed pieces of the readmission picture, but not the actions that decided it. Those happened after discharge, during rehab, where problems went unreported until the patient was back in the hospital.

OutputCommand Center virtual care model: patients lead their rehab, care partners catch problems early
Scaled from one site to 20 states, an expansion a flat readmission rate would have stopped.
Stubborn KPI & Upstream Metrics
Move a satisfaction score tied to outcomes the team couldn't control
Meta / Facebook
The assumed fix Raise satisfaction by improving the outcome itself.
The gap we found Other factors shaped how people judged the outcome, and those could be designed for.

The satisfaction metric leaned heavily on an outcome largely outside the team's control, which made it hard to move and nearly impossible to design for. The work identified what else shaped how people perceived that outcome.

OutputThree process-affirming proof points built into the experience, each tied to a measure teams can move
Teams gained metrics they can act on: less process abandonment, fewer false-positive submissions, more true-positive outcomes.
Conversion & Decision Confidence
Turn more browsers into buyers when shoppers stall before checkout, not at it
Large consumer platform
The assumed fix Make checkout faster. Fewer steps, fewer fields.
The gap we found Shoppers doubted their choice, left to ask friends, and many never came back.

Their data recorded where shoppers left. It could not record why, or who they went to ask. The drop happened one step before checkout, while the decision still felt unsettled, and nothing on the roadmap was aimed at that moment.

OutputDesign framework to inform in-market tests, refinement, and final flows
The shift from checkout speed to shopper confidence was implemented, and its principles were adopted across the group.

"Upstream's process opened our minds to new ways of addressing our users' needs and approaches for our products to cross from early adopters to the majority."

Dexcom
Director of Research & Development

Also Trusted By Cash App, Pinterest, Rackspace, Tribune Publishing, City of Austin, and the Gates Foundation
Why Upstream

The same method,
applied for years.

This is the same underlying model Upstream has applied for organizations across scale and category for years, not a new offering built speculatively. An interdisciplinary team brings 20+ years of combined industry and consulting experience, with recent work for some of the largest organizations globally.

One measure of whether a method holds up: the Alzheimer's Association has used Upstream's Path to Diagnosis framework for nearly eight years to align leadership on the behavioral journey of people living with the disease and their caregivers.

Recognition
Fast Company, 2021 World Changing Ideas
Recognition
2019 Medical Design Excellence Award, Silver
Start Here

More effective experiments
might be closer than you think.

As you churn through ideas, the solution might not be more brainstorming or opening up for more and more perspectives. That can lead to the opposite result: less impact, more noise, and more confusion even when things work out. Upstream finds teams get the most out of their institutional knowledge with better experimental design, rooted in proven decision-making logic.

There's rarely a bad time to find out which five experiments are worth running. The two-week version just means finding out sooner.