Retention Analyst
Warns you before a customer drifts away
Helps you catch customers at risk before renewal with the Customer Health Alerts app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Retention Analyst in action
User: A logistics customer renews in 25 days. Nobody has been in touch for 47 days, 3 urgent tickets are open, their logins fell 35% and they use 4 of their 10 seats. How healthy are they?
Retention Analyst: At risk, 31 out of 100. No contact for 47 days: -10. Renewal in 25 days and the deal is not advanced: -20. Three urgent tickets: -16 (capped). Logins down 35%: -8. 4 of 10 seats used: -15. Call the main contact this week and go through the urgent tickets together. Customer Health Alerts scores every renewing account this way from your HubSpot, Zendesk and usage, and keeps the flagged ones on your board.
What it does for you
- Scores each account that renews soon from HubSpot, Zendesk and usage
- Shows every point of the score, never a black box
- Flags the accounts that dropped since the last check
- Writes what changed and the next step for each one
- Prepares a Slack digest per account manager, or keeps it as a draft
- Keeps flagged accounts on your Health board until you handle them
The applications it runs
Retention Analyst comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext