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Renewal Risk Monitoring

A renewal risk alert with a recommended plan to save the account.

Customer RetentionReviewed

Sample result

Run live demo
ExpertiseApp9:15 AM
Renewal risk: product usage dropped 60%
Customer:Yarrow Holdings
ARR:$45,000
Signal:Usage dropped 60% in last 30 days
Details:No payrolls run for 4 new locations
Renewal in:65 days

Example run

You ask

“Check for renewal risks among my key franchise accounts.”

9:01 AM
Analyzing product usage data

Found one account, Yarrow Holdings, with a 60% drop in product usage over the last 30 days.

9:02 AM
Checking account details in Salesforce

Yarrow Holdings has a $45,000 ARR with renewal in 65 days. Primary contact is Marisol Bello. CRM notes confirm they recently added 4 new franchise locations.

9:03 AM
Scanning for competitive activity

Detected increased marketing activity from competitor 'PaySphere' targeting franchise payroll customers.

9:04 AM
You get

Renewal Risk: Yarrow Holdings

9:04 AM

Who it's for

This skill is for Customer Success Managers who need a proactive, daily check on their book of business. It's designed for teams managing high-value renewals where a surprise churn would significantly impact revenue.

What it does

Every weekday morning, this skill scans for signs of trouble across your accounts. It combines product usage data from Mixpanel, account history from Salesforce, and public sentiment from G2 Crowd to spot renewal risks, then drafts a detailed alert and a corresponding intervention plan for your review.

What you need

The skill requires access to your company's Salesforce, Mixpanel, and G2 Crowd accounts. During setup, you will also define the specific criteria that constitute a churn risk for your team.

What you get

When the skill finds a problem, it delivers a two-part draft for your review. You'll get a "Renewal Risk" alert summarizing the negative signals and a corresponding "Intervention Plan" with concrete steps to re-engage the customer and secure the renewal.

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