Customer Retention Agents

Use this skill when you need an on-demand health check of a trial or customer account before a renewal conversation, when adoption looks shaky, or when a champion goes quiet. It audits use-case fit, lead scoring, alerting, messaging, and user adoption from real data, then produces an evidence-only report with concrete interventions. Do not use for a general account plan or a pipeline-wide audit.

Turn a closed-won HubSpot deal into the onboarding brief the CSM actually needs: contracted and implied commitments, buying committee map, buyer pain and success criteria, handoff risk with reasons, and a concrete 30-day plan. Use when a deal closes, onboarding or kickoff is being prepared, someone asks what was actually sold, or a sales-to-CS handoff needs reconstruction. If run without a deal or account, start by finding the 3 most recently closed-won deals and ask which one to process. HubSpot only. Do not use for Salesforce or other CRMs, generic deal reviews, or post-sale work without a closed-won handoff context.

Run a weekly or ad hoc 90-day renewal-risk sweep in HubSpot, tier every renewal by engagement, health, adoption, and commercial risk, show the reasons behind every score and tier, sort by ARR at risk, draft the specific play and outreach, and roll up the weighted forecast. Use when asked “which renewals are at risk?”, “run the weekly retention sweep”, “what is at risk for renewal?”, or for churn risk, NRR, retention forecasting, renewal prep, QBR or board retention prep. Do not use for general pipeline hygiene or non-HubSpot CRM workflows.

A fast, free reality check on the renewal book. Use when a user asks "how healthy are my renewals", "reality check my renewal number", "quick renewal check", "are we going to hit our renewal forecast", "how much renewal ARR is actually at risk", or before any forecast or pipeline call. Counts the renewals in the window, totals the ARR at stake, and flags the accounts nobody is actually talking to, with a RED / AMBER / GREEN topline. Light and read-only by design: it does not diagnose root causes, build save plans, or draft outreach. That deeper work belongs to Renewal Risk Sweep. Not for new-business pipeline and not for accounts that already churned.

Find the renewals most likely to quietly die and produce a cause-based save plan for each one. Use when a user asks "which renewals are at risk", "who might churn this quarter", "run a renewal risk sweep", "is <account> going to renew", or when preparing a renewal forecast or QBR. Diagnoses WHY each account is drifting (champion change, value gap, silent usage decline, billing friction, unresolved escalation, ghost account) and outputs a prioritized save plan per account with draft outreach ready for human approval. Not for rescuing a stalled new-business deal (that is pipeline work, not retention) and not for win-back after a customer has already churned.

Turn the churn list into a short, honest comeback plan. Use when a user asks "which lost customers should we try to win back", "build a win-back list", "they cancelled last year, worth another shot?", "re-engage churned accounts", or when planning quarterly pipeline and the churn book has never been mined. Reconstructs why each account actually left, disqualifies the ones not worth pursuing, and drafts comeback outreach that names the breakup honestly. Not for active accounts drifting toward a renewal (that is Renewal Risk Sweep) and not for prospects who never bought (that is prospecting, not win-back).

Build the business review an account actually deserves, from data you already have. Use when a user asks "prep my QBR", "build a QBR for <account>", "get me ready for the business review", "prove the ROI before this renewal", "what do we show them", or "prep reviews for everything renewing next quarter". Also answers EBR, executive business review, and value review. Reconstructs what the account bought and why, gathers the dated receipts, names the gaps worth owning, and proposes next quarter's goals with a talk track and agenda. Not a slide designer (it builds the substance; paste it into your template), not risk diagnosis (that is Renewal Risk Sweep), and not for prospects (that is a sales deck).