WWalli-AI Workflows

Churn-Risk Account Scan

Sales and pipeline
replaces 60 min per runMondays 9:00amcustomerretention

Best-practice customer churn-risk scoring. Combines product-usage trend (the strongest churn signal), support escalations, sentiment/NPS, and engagement recency into a 0-100 risk score, with renewal proximity as a separate urgency flag. Works with whatever signals your CRM, support, and analytics expose; accounts with too little data are flagged for review, not assumed healthy.

What lands on your desk1 CRITICAL account ($95K ARR, usage down 62%) and 1 HIGH account need CSM attention this week; Quantum Retail has insufficient data to score, connect a usage or support source to close the blind spot.

Roles that run it

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