Spot at-risk tenants early and trigger retention outreach

Scores every tenant's churn risk daily and automatically reaches out to the ones most likely to leave.

How the work actually flows

It branches. Exactly one path is taken; runs once per each tenant.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["daily schedule"]):::trigtime s0[("pull tenant data")]:::store s1[["score tenant churn risk"]]:::mi s2[("update crm and dashboard")]:::store trig --> s0 s0 -->|"one per each tenant"| s1 gx{"× churn risk level"}:::gate s1 --> gx p00["notify retention team"]:::task gx -->|"high risk"| p00 p01["send retention outreach"]:::task p00 --> p01 p10["no further action"]:::task gx -->|"normal risk"| p10 jn{"○ update records"}:::gate p01 --> jn p10 --> jn jn --> s2 out[/"at risk tenants identified and contacted"/]:::out pay{{"earlier retention outreach reduces churn"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationMessaging & NotificationsReporting & Analytics
Connects
OpenAIGmailSlack
Featured in

The problem it solves

You don't find out a tenant is unhappy until they've already given notice, and by then it's too late to fix it. Manually reviewing every tenant's service requests and feedback to catch warning signs isn't realistic across a whole portfolio.

Who it fits

A property management company or SaaS provider managing tenant or customer retention at scale.

How it works

  1. Pulls tenant profiles, service requests, and feedback each day
  2. AI scores each tenant's churn risk and flags early warning signs
  3. High-risk tenants are routed to your retention team on Slack
  4. Personalized retention emails and offers go out automatically
  5. Your CRM and retention dashboard are updated with the results
What you get

Tenants who get reached before they leave

You get an early warning on tenants who might leave, plus a personalized message already sent to try to keep them.

What you get

A daily churn risk report and automatic outreach to at-risk tenants.

What you need

An OpenAI API account, plus Gmail, Slack, and CRM accounts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook