Account Health Scoring
Watches usage, sentiment, ticket tone, login activity. Synthesizes into a score that updates daily. CSMs see who needs attention without scrolling 142 accounts.
Renewals that surprise you. Churn signals you spot too late. Client threads that drift. Custom agents that watch every account and surface the signal weeks before it costs you the renewal.
Watches usage, sentiment, ticket tone, login activity. Synthesizes into a score that updates daily. CSMs see who needs attention without scrolling 142 accounts.
Flags accounts 90 days before renewal with risk indicators: usage trend, contact frequency, sentiment, contract changes. So you have time to act, not react.
Drafts replies in CSM voice, flags urgency, tracks open threads. Routine acknowledgments go automatically. Complex items wait with context.
Reads every inbound ticket. Classifies by urgency, account value, sentiment. Routes automatically. Escalates the ones that match your escalation rules.
Their head of CS had a structural problem: 220 accounts across 4 CSMs meant 55 accounts each. Nobody could touch every account every quarter. They were learning about churn from finance, not customer success.
We built health scoring + renewal early warning + ticket routing. Suddenly every CSM saw their book ranked by attention needed. Renewals showed up 90 days out with a risk picture, not 30 days out as a surprise.
First year: gross churn down 30%, NRR up 8 points, and CSMs spent twice as much time in actual customer conversations.
Book a 15-minute call. We’ll ask about your accounts, renewals, and churn pattern, and walk you through what an agent would handle.