Renewal Risk Watch
Every week, know which customers are drifting toward a bad renewal — risk-ranked with evidence, and save-play emails staged before the renewal date does the talking.
Each run pulls the renewal watchlist (default: next 90 days) from the CRM, scores every account against named risk rules — engagement drop-off, unresolved escalations, multi-threading collapse, champion drift — and layers contract posture from billing data when connected. High-risk accounts get a save-play email anchored on their actual risk story, staged for one-click approval alongside the brief. Snapshots carry week to week, so the brief shows movement, not a memoryless snapshot; data gaps are named, and without email the whole package waits in-hub.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Pull customers with renewal dates inside the horizon — date, value, owner, engagement history; close out churned/renewed accounts and name data gaps.
crm scannerScore each account against named risk rules — engagement decline, multi-threading collapse, champion drift — every flag with the rule and number that fired.
churn predictorProduce the composite account health read with the evidence attached.
health scorerLayer contract posture — term length, auto-renew date, payment friction from billing when connected.
subscription analystWeigh recent communication tone from emails and notes into the score.
sentiment analyzerSurface open escalations and unresolved-issue load per account.
support scannerCompute the ranked risk table and week-over-week movement against last week's memorized snapshot.
data analystDraft a save-play email per high-risk account anchored on the actual risk — re-engagement, service recovery, or executive touch.
email writerKeep save-plays warm and specific — strip panic tone and generic check-in copy.
brand voice agentAssemble the weekly brief: ranked table with evidence, save plays, movement, data gaps.
report formatterPresent the staged package at a single approval gate; recheck opt-out at approval and hold named failures.
workflow orchestratorOn approval, stage/send save-plays with receipts, memorize this week's snapshot for next week's movement math.
distributorPost the risk roll-up to the success channel on approval.
slack channel operations agentRequired Agents
13- crm-scanner
- churn-predictor
- health-scorer
- subscription-analyst
- sentiment-analyzer
- support-scanner
- email-writer
- brand-voice-agent
- data-analyst
- report-formatter
- workflow-orchestrator
- distributor
- slack-channel-operations-agent
Connections
Required
Optional
What it does
- Weekly renewal watchlist pulled from the CRM with a configurable horizon
- Named risk rules — engagement decline, open escalations, champion-departure hints — each flag with the number that fired
- Contract posture from billing data when connected (auto-renew dates, payment friction)
- Communication-tone read folded into the score
- Risk-ranked brief with week-over-week movement
- Save-play email per high-risk account, anchored on the real risk story
- Opt-out recheck at approval — fail-closed holds, never silent sends
- In-hub fallback: brief + drafts ready to copy
Example prompt
Check all my HubSpot customers with renewals in the next quarter, rank them by churn risk with the evidence, and draft save-play emails for the scary ones.
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