Catch At-Risk Customers Before Renewal

Weekly list of customers drifting toward churn, with the evidence and a save plan for each, plus onboarding plans and business reviews that prove value.

About

Know which customers are drifting away while there is still time to act, and show every account the value it gets.

What it does

Reviews your accounts every week and flags those at risk before renewal, with the evidence
Spots low adoption of the features that matter and proposes the action to fix it
Writes a save plan and outreach drafts for each at-risk account
Plans customer onboarding with milestones, owners and training material
Prepares business reviews and Customer Success reports in your customers' own numbers

What you need

Nothing to start: a customer export, pasted or uploaded
HubSpot (optional) gives accounts, renewal dates and contacts
PostHog (optional) gives product usage per account

How setup works

A first health review arrives in the first minutes, on your export or on a clearly labelled sample. Then it learns what healthy usage looks like for your product, connects your CRM and analytics, and sets up a weekly health check you confirm.

What stays in your hands

No customer is contacted and no record is changed without your go-ahead
Figures in reviews come from your data, never invented

What you will need

HubSpot
PostHog

Coworkers in this template

Customer Success Manager

Spots customers at risk before renewal and low adoption early, and prepares onboarding plans and business reviews that show the value.

Apps

Skills · 5

Find low-adoption accounts

Use when asked which customers barely use the product or a feature, or how to raise adoption.

Plan the onboarding

Use when asked to plan a customer onboarding, write welcome or training material, or track onboarding progress.

Prepare the business review

Use when asked to prepare a QBR, an EBR or a business review presentation for a customer.

Review account health

Use when asked which customers are at risk, about churn or renewals in danger, for an account health review, and on the weekly health check.

+1 more

Scheduled tasks · 1

Weekly health check

At 09:00 AM, only on Monday

Frequently asked questions

How does it decide a customer is at risk?

It reads the signals you have, such as usage and its trend, seats in use, open tickets, last contact, champion changes and days to renewal, and shows the evidence for each account. You agree with it on what healthy looks like for your product, so there is no black-box score.

Do I need to connect my CRM or analytics to start?

No. Paste or upload a customer export and you get the health review right away. HubSpot and PostHog let it run the check on live data every week; other CRMs and analytics tools work too.

Can it prepare a QBR or business review deck?

Yes. It builds a short review for the customer's leadership from their goals, results in their own numbers, adoption, support history and next steps, using only figures your data supports.

Will it email my customers?

No. Outreach and save plans are drafted for you; nothing is sent and no record is changed without your go-ahead.

Can it help with customer onboarding?

Yes. It writes onboarding plans per customer or segment, with milestones, owners, training material and progress tracking, and flags a stalled step early.

How much does it cost to run?

The template is free. Its runs use your Rerun credit.

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What it does

What you need

How setup works

What stays in your hands

Apps

Skills · 5

Scheduled tasks · 1

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