AI that scores customer health weekly, flags at-risk accounts automatically, and uncovers expansion opportunities your CSMs miss.
Manual health checks are weekly. At-risk accounts go silent for 3+ weeks before the cancellation notice. By then, your recovery window has closed.
40% of your best expansion targets are invisible. CSMs chase leads instead of nurturing high-intent, high-value accounts that are already proving ROI.
Validated on 150+ SaaS companies. Early warning 2-4 weeks ahead, giving CSMs time to intervene, not firefight.
Auto-escalation routes at-risk accounts to senior CSMs in minutes. No daily health-check calls. No manual triage.
Real example from Databox. Health scoring deployed; proactive CSMs recovered $2.3M in pipeline that would have churned silently.
When you target accounts that are thriving, adoption is high, and budget is proven: close velocity tripled vs. cold outreach.
Week 2 low usage. Week 3 no training. We score them red. CSMs proactively reach out with targeted training, not watch them ghost.
Weekly scores flag the bottom 15%. Auto-escalate to senior CSM. Send templated check-in with value reminder. Recover 60-70% of flagged cohorts before they hit cancellation.
Find accounts that are mature, highly adopted, and ready to upgrade. Sales knows they're warm. Conversation is about fit and timing, not justification. 3x faster close.
Churned-risk accounts need different messaging than healthy accounts. Score them. Segment by churn reason. Send targeted win-back sequence. Measure recovery rate automatically.
Get live scores for your top 50 accounts. See which are at risk. See which are expansion-ready. See the playbook that turned $2.3M of churn into growth.
Book a 15-Minute Demoor explore our buyer's guide on CSM metrics
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