Customers who leave give warning first

A lost customer costs more than a won one brings in the first year. And most of them leave without ever complaining.

In short

Customer success automation: onboarding that does not depend on who has time, renewals flagged early, risk signals detected automatically.

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How it works

Request or event
Automation
Your tools
A person only for exceptions

Onboarding works well while there are few customers. Then it becomes a list everyone keeps differently, renewals are discovered in the month they expire, and the customer who has used nothing for two months gets noticed when the cancellation notice arrives.

The same onboarding for everyone

The steps trigger themselves after signature: materials sent, accounts created, meetings booked, your team told what to do and by when. It stops depending on who picked up the account.

Renewals seen in time

Contracts coming up for renewal are flagged with enough notice that the conversation is a renewal, not a rescue. Along with the context: what the customer used, what they asked for, what is still unresolved.

Risk signals

Drops in activity, tickets left open, unpaid invoices, no contact for too long: collected into an alert to the person who can do something, while there is still something to be done.

Alert on a drop in activity
A signal when a customer has not been contacted for too long
Linked to outstanding invoices
A task created automatically for whoever owns the account

How we work, in five steps

1Process Audit
2Solution & Plan
3Execution
4Ownership & Maintenance
5Continuous Optimization

What you get

An onboarding flow triggered at signature
Renewal alerts, with context
Risk signals from activity and payments
Tasks created automatically for the team

Most often bought by

Professional servicesEducationDistributionSoftware

Frequently asked

How does the system know a customer is at risk?

From signals you already have: activity, tickets, payments, last interaction. We set the rules together, because "at risk" means something different on a monthly subscription than on an annual contract.

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