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Sales

Renewal Risk Detector

Save renewals before customers decide to leave.

Identify at-risk accounts using health signals, engagement patterns, and support history — before renewal conversations go sideways. Proactive outreach at the right moment reduces churn by 15-25%.

Best forConsultingProfessional ServicesSaaS
Agents7 required
Duration3-5 minutes

Scans customer accounts for churn signals, scores risk, and drafts proactive retention outreach.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior renewal risk baselines, churn indicator weights, and account health benchmarks stored in memory. Scan HubSpot CRM for accounts with renewals due within 90 days: pull account name, ARR, product tier, last login date, support ticket frequency, NPS score if available, and contract end date. Produce a renewal-at-risk manifest as Phase 1 output.

crm scanner
02

For each renewal candidate in the Phase 1 manifest, call verslay_news_search on the account company to detect risk signals: leadership changes, layoffs, budget cuts, or M&A activity. Call verslay_web_search for company health indicators like hiring trends and office closures. Produce a company-pulse card per account.

web researcher
02

In parallel with web-researcher, call verslay_news_search targeting competitor names and the account's industry to detect competitor product launches, pricing drops, or partnership announcements that might trigger a switch. Call verslay_web_search for competitor pricing pages if available. Produce a competitive-threat brief per account.

competitive intel
03

Consume Phase 2 company-pulse cards, competitive-threat briefs, and Phase 1 usage/support data. Score each account's renewal risk on a 0–100 scale: product engagement decay, support escalation frequency, competitive exposure, company health signals. Classify as High / Medium / Low renewal risk. Produce a risk-tier scorecard.

churn predictor
04

Consume Phase 3 risk-tier scorecard and Phase 1 ARR data. Calculate total ARR at risk by tier. Call verslay_chart_create to generate a renewal risk distribution chart and an ARR-at-risk stacked bar chart by tier and renewal month. Produce the data package for Phase 5.

data analyst
05

Consume Phase 4 charts and Phase 3 risk scorecard. Write an executive renewal risk brief: ARR at risk summary, top 5 high-risk accounts with specific risk drivers, competitive exposure analysis, recommended save-plays per tier, and 30-day intervention schedule. Call verslay_memorize to store updated renewal risk scores and account health baselines in memory.

executive briefing writer
06

Receive the renewal risk brief and high-risk account list from Phase 5. Deliver the executive brief to the VP of CS and account owners via the configured channel. Create HubSpot renewal-risk tasks for each High-risk account. Confirm task creation and delivery.

distributor

Required Agents

7
  • crm-scanner
  • web-researcher
  • competitive-intel
  • churn-predictor
  • data-analyst
  • executive-briefing-writer
  • distributor

Connections

Required

googlehubspot

What it does

  • 0-100 churn risk scoring
  • Risk tier classification
  • Proactive retention outreach
  • Portfolio health snapshot
  • Intervention recommendations

Example prompt

Which renewal window (this quarter, this month, next 60 days)? I will check usage decline, support ticket spikes, NPS scores, engagement drops, and payment issues, then draft personalized save offers or check-ins.

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