Claude skill · Customer success
Customer churn risk, found months before renewal
Renewal risk check flags customers at risk well before renewal (falling usage, a champion who left, open issues, late payments, no executive contact) with the reasons and a save plan per account.
Claude Code/plugin marketplace add revops-lab/agents/plugin install customers@revopslab
What does Renewal risk check do?Renewal risk check flags customers at risk well before renewal (falling usage, a champion who left, open issues, late payments, no executive contact) with the reasons and a save plan per account. It also names expansion candidates.
What you get
- Green, yellow or red per account, with reasons
- Save plans with person, question and deadline
- Expansion ideas for healthy accounts
- Which data was missing
What it asks you
Only what your website, CRM and company context cannot answer.
- Which renewals: next 90, 120 or 180 days?
- Which data do we have: usage, tickets, billing?
The method
Retention compounds
Customers decide long before the renewal date. Small gains in retention have an outsized effect on profit (Reichheld, Bain), so early warning is revenue work.
The research behind it: Champion moves, Retention compoundsReads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Lifecycle stage
- Company owner
- Total revenue
- Last contacted
- Buying role
- Recent sales email replied date