Sales

At-risk accounts are identified and flagged for intervention every morning, with a recommended playbook

A daily churn detection pipeline that scans every paying customer for early warning signals. It pulls usage metrics (messages, agents, jobs), payment status, support ticket volume, and login activity. An agent scores each account on a churn risk scale and classifies the risk type: usage decline, payment problem, support frustration, or competitive flight. High-risk accounts are posted to your customer-success channel with a recommended outreach play and a suggested email draft, so your team can intervene before the cancellation email arrives.

How it works

TriggerRuns every weekday at 8:00 AM
  1. 01
    Job

    Pull usage, payment, and engagement data

    Pull from Stripe: subscription status, payment history, last invoice status. Pull from the database: messages per day (7-day and 30-day trend), agents run, jobs executed, last login date. Pull from support tools: ticket count and sentiment in the last 30 days.
  2. 02
    Agent

    Score churn risk and classify the signal

    For each paying account, compute a churn risk score (0-100) based on:
- **Usage trajectory**: is daily active usage declining, flat, or growing?
- **Payment health**: current, past-due, failed, or recent downgrade?
- **Engagement drop**: last login more than 7 days ago? New agents/jobs stopped?
- **Support friction**: recent P1 tickets or negative sentiment?

Classify the risk type: usage_decline, payment_problem, support_frustration, competitive_flight, or disengaged.
  3. 03
    Agent

    Draft outreach play and email for high-risk accounts

    For every account scoring above 60, draft:
- A one-line summary of the detected risk signal
- A recommended outreach play (e.g. check-in call, discount offer, feature walkthrough)
- A draft email the account manager can personalize and send

Sort the list by risk score descending.
  4. 04
    Tool

    Post churn risk briefing to #customer-success on Slack

    Post a briefing to #customer-success with: total accounts scanned, risk tier counts (high/medium/low), and the top 10 accounts by risk score with their risk type, signal summary, and recommended play. Pin the message for visibility.
ResultA ranked churn risk briefing posted every morning with recommended plays for every high-risk account