Churn / Renewal Risk Radar Agent

Score every renewing account for churn risk, catch expansion signals, and queue the right play before it's too late.

Updated

Connects with

SalesforceSalesforceStripeStripeAmplitudeAmplitudeSlackSlack

The problem it solves

Renewals slip through because the warning signs (declining usage, failed payments, open tickets) live in separate tools and nobody connects them until the account is already in jeopardy. This agent runs ahead of every renewal, computes an explainable risk score per account, and queues the next best play for the owner so churn is caught while there's still time to act.

Who it's for

  • Customer success managers and CS leaders at SaaS companies
  • Account managers owning a book of renewing accounts
  • Revenue and retention teams tracking net revenue retention
  • RevOps teams who want a repeatable, auditable renewal process
  • Subscription and DTC businesses running reorder and retention motions

What it does

  1. 1

    Build the renewal list

    Pull every account from your CRM with a renewal date inside your lookahead window, including ARR, owner, and segment, while skipping closed-lost or churned accounts.

  2. 2

    Pull signals per account

    Gather usage from product analytics, payment and seat health from billing, and engagement signals like open tickets and CSM touchpoints from your CRM.

  3. 3

    Score the renewal risk

    Combine the signals with your weights into a single 0-100 risk score and bucket each account as Healthy, Watch, or At-risk.

  4. 4

    Explain every score

    Produce a breakdown showing each contributing signal, its value, the direction it pushed the score, and its weight, so no number is a black box.

  5. 5

    Detect expansion signals

    Independently flag accounts hitting expansion triggers like near-full seat utilization, sharply rising usage, or new teams coming online.

  6. 6

    Queue the right play

    Select the best-fit play from your library based on the score bucket, signals, and time to renewal, then create a task for the owner with a back-calculated due date and rationale.

  7. 7

    Post the digest

    Send a digest to Slack or your CRM summarizing at-risk, watch, and expansion accounts, plus which accounts changed buckets and where data was missing.

Key benefits

  • Catch at-risk renewals early enough to actually save them, not after the fact
  • Every risk score is explainable down to the signals that produced it
  • Expansion candidates surface alongside risk so upsell isn't missed
  • Owners get plays with lead time and a clear rationale, not a same-day scramble
  • Missing data is flagged as missing and lowers confidence rather than skewing scores
  • Every score, breakdown, and queued play is logged in your CRM for audit

Sample use cases

A six-figure account renews in 60 days but its usage has dropped and a payment recently failed.

The agent scores it At-risk, shows the usage trend and billing signals that drove the score, and queues a save play for the owner with a due date that leaves time to act.

An account is healthy on renewal risk but has nearly used all its paid seats and just adopted a premium feature.

The agent tags it as an expansion candidate with the specific signals that fired and queues an expansion play, even though it is not at risk.

A CS leader wants a Monday-morning view of the whole renewing book.

The agent posts a digest grouping accounts into At-risk, Watch, and Expansion, flags which accounts moved buckets since the last run, and notes where data was unreachable.

Product analytics is down for one account during a run.

The agent records the usage signal as missing, lowers its confidence on that score, and notes the unreachable source instead of treating the value as zero.

Key integrations

  • Salesforce

    CRM and customer success platform read for engagement signals and where plays are queued as owner tasks (HubSpot or Gainsight also supported).

  • Stripe

    Billing system read for payment health, failed or late payments, plan changes, and seat utilization (Chargebee also supported).

  • Amplitude

    Product analytics source read for active users, key-feature adoption, and usage trends (Mixpanel or a data warehouse also supported).

  • Slack

    Where the renewal risk digest and alerts are posted; optional, with the digest falling back to your CRM if not connected.

The agent is built to be trustworthy where it matters most: every renewal risk score is fully explainable, missing signals are reported rather than guessed, and an account can show up as both at-risk and an expansion candidate so one signal never hides the other.

Because plays are queued to owners with due dates back-calculated from the renewal date, your team gets a steady, prioritized worklist instead of a last-minute scramble, and the whole book of business stays visible in a single recurring digest.

Getting started

  1. Import the workspaceAdd the Churn / Renewal Risk Radar template to Gamut to set up the agent and its workspace.
  2. Run the onboarding interviewThe agent-onboarding skill launches automatically and asks which CRM, billing, and analytics systems to read, your lookahead window, signal weights, risk thresholds, expansion rules, play library, and owner routing.
  3. Give it a dry-run taskAsk the agent to scan accounts renewing in your window without queuing plays or updating records, so you can review the scores, buckets, expansion candidates, and proposed plays first.

Frequently asked questions

What is the Churn / Renewal Risk Radar agent?

It is a customer churn prediction software agent that runs ahead of your renewals, pulls usage, billing, and engagement signals per account, scores renewal risk, flags expansion candidates, and queues a recommended play for the right owner.

Does the agent contact customers or act without approval?

No. It recommends and queues plays for a human owner and never auto-sends outreach or executes a play on its own. The owner reviews each queued task and decides whether to run it.

Which systems does it work with?

It reads from your CRM or customer success platform (Salesforce, HubSpot, or Gainsight), your billing system (Stripe or Chargebee), and your product analytics (Amplitude, Mixpanel, or a data warehouse), and posts its digest to Slack or your CRM.

How is this different from doing churn analysis manually or with generic tools?

Unlike generic customer churn analysis software, this agent unifies usage, billing, and engagement signals into one explainable score, queues a specific play per account with lead time, and logs everything for audit, instead of leaving you to stitch dashboards together by hand.

How does it score renewal risk?

It combines your weighted signals into a 0-100 score, buckets each account as Healthy, Watch, or At-risk against your thresholds, and shows the contributing signals, values, direction, and weight behind every score so nothing is a black box.

How much does it cost to use?

The template is free to import from the Gamut marketplace, and no extra API keys are required since your CRM, billing, and analytics accounts connect through Gamut during onboarding.