Spot at-risk SaaS renewals before customers churn

Every day, upcoming renewals are scored for churn risk using CRM, usage, and support data, then routed to follow-up.

How the work actually flows

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

Pattern: Exclusive Choice (4) · Multiple Instances without Synchronization (12) · Parallel Split (2)

flowchart TD trig(["every morning schedule"]):::trigtime s0[["find upcoming renewals"]]:::mi s1["pull engagement and usage data"]:::svc s2["calculate churn risk score"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is risk high or low"}:::gate s2 --> gx p00["create task"]:::task gx -->|"high risk account"| p00 p01["alert slack"]:::task p00 --> p01 p10["send renewal reminder"]:::task gx -->|"medium or low risk"| p10 p01 --> out p10 --> out out[/"at risk accounts flagged and routed"/]:::out pay{{"catches churn risk before renewal"}}:::pay 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 itA stepAn outside serviceRuns once per itemOne path onlyResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsProject & Task Management
Connects
HubSpotSalesforcePipedriveZendeskSlackGmailJiraTrello
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The problem it solves

Losing a customer at renewal often isn't a surprise in hindsight, the warning signs were scattered across your CRM, support tickets, and product usage data the whole time. Manually checking every account nearing renewal against all of that data isn't realistic.

Who it fits

Customer success and account management teams at B2B SaaS companies.

How it works

  1. Every morning, the system finds all accounts renewing in the next 30 days
  2. It pulls engagement, deal, product usage, and support ticket data for each one
  3. A churn risk score is calculated from all of those signals
  4. High-risk accounts trigger tasks, Slack alerts, and emails to the account team
  5. Medium and low-risk accounts get a lighter follow-up or renewal reminder
What you get

Renewals you spot before they turn into churn

You get a daily churn risk score for every upcoming renewal, with high-risk accounts flagged for follow-up.

What you get

A prioritized list of at-risk accounts with automatic tasks, alerts, and emails for the ones that need attention.

What you need

Accounts for your CRM, a database, Slack, Gmail, and your support and project tools.

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

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