Customer Success Intelligence · demo
Churn Risk Scanner
Every open renewal scored Critical / High / Elevated / Low — with a specific save play for each at-risk deal.
Deep analysis
via ClaudeEvery open renewal scored for churn risk, with a specific save play for each at-risk deal.
Risk summary
9
Total renewals in scope
$393K
Total ARR in scope
2
Deals at risk (Critical + High)
$39K
ARR at risk
ARR at risk as % of total in-scope: 10%
Top priority moves this week
do these first1
BetaCo — 24K at risk🔥 URGENT
Escalate to VP, identify new champion via LinkedIn (Tom Reilly's manager or peer), offer 30-day extension + CSM-led re-onboarding.
2
Zeta Health — 72K save play needed🔥 URGENT
Acting CTO meeting this week with multi-year discount + compliance addendum. Reset the relationship before the competitive eval closes.
3
Kappa Capital — 84K confirm this week⚡ HIGH
Get the multi-year addendum out today. CFO already engaged. Don't slip past month-end.
4
Eta Networks — 18K reclaim⚡ HIGH
CFO confirmation by Friday. Offer 5% multi-year incentive if budget is the blocker.
5
Mu Media — 15K resolution→ MEDIUM
Final outreach with 30-day extension offer. If silent, close-lost by next Friday and free up forecast slot.
Save plays
- ⚡ PlayBetaCo Industries — RenewalEscalate to your VP this week. Find a new champion via LinkedIn — Tom Reilly's manager or peer. Lead with a 30-day extension offer plus a CSM-led re-onboarding session. No champion, no save.
- ⚡ PlayZeta Health — RenewalRequest a 30-minute call with the acting CTO. Bring a multi-year discount package and a security/compliance addendum addressing data residency. They're in competitive eval — you have one shot to reset the relationship.
- ⚡ PlayMu Media — RenewalSend a final outreach acknowledging the lapse, offering 30-day extension at current rate plus a CSM check-in. If no response in 7 days, formally close-lost and free up the forecast slot.
- ⚡ PlayEta Networks — RenewalGet CFO confirmation in writing by Friday. Offer a 5% one-time multi-year incentive if budget is the blocker. Don't let this slip past Day 14.
- ⚡ PlayKappa Capital — RenewalSign by month-end. The discount is reasonable — get legal to issue the multi-year addendum today and have CFO countersign. Late-stage healthy account, just needs a finish.
Scored deals
BetaCo Industries — Renewal 2026
$24K · closes in 30d
62% of at-risk pipeline
Stage: appointmentscheduledLast update: 47d agoRisk: CRITICAL
Drivers:
- Champion (IT Manager) departed 8 weeks ago — no replacement engaged.
- No exec-level engagement in 47 days. Last 4 emails received no reply.
- Product usage down 40% MoM. No active license discussions.
Mu Media — Renewal 2026
$15K · closes in -14d
38% of at-risk pipeline
Stage: closedlostLast update: 62d agoRisk: CRITICAL
Drivers:
- Renewal already 14 days past due — no decision made.
- Single-threaded on Director of IT, who has been silent for 62 days.
- Usage at single-digit weekly active.
Delta Manufacturing — Renewal 2026
$12K · closes in 45d
Stage: presentationscheduledLast update: 22d agoRisk: ELEVATED
Drivers:
- Single-threaded on one IT Director.
- Engagement shallow but consistent — not at-risk today, but no resilience.
Eta Networks — Renewal 2026
$18K · closes in 21d
Stage: presentationscheduledLast update: 11d agoRisk: ELEVATED
Drivers:
- Procurement raised budget objection on last call — pushed from Commit to Best Case.
- Champion engaged but CFO confirmation is the gate.
- 21 days to close — narrow window.
Kappa Capital — Renewal 2026
$84K · closes in 30d
Stage: presentationscheduledLast update: 3d agoRisk: ELEVATED
Drivers:
- 12% discount + multi-year ask is significant — CFO directly involved.
- Stage stalled at 'presentation scheduled' for 9 days despite high touch.
- Healthy account otherwise — risk is pricing not engagement.
Lambda Logistics — Renewal 2026
$42K · closes in 60d
Stage: presentationscheduledLast update: 18d agoRisk: ELEVATED
Drivers:
- Owner field stale — assigned to someone no longer at the company.
- Sync hygiene issue means last-activity date may be inaccurate.
Acme Cloud Inc — Renewal 2026
$48K · closes in 60d
Stage: decisionmakerboughtinLast update: 4d agoRisk: LOW
Drivers:
- No specific risk drivers — monitor cadence.
Gamma Labs — Renewal 2026
$90K · closes in 90d
Stage: decisionmakerboughtinLast update: 2d agoRisk: LOW
Drivers:
- No specific risk drivers — monitor cadence.
Theta Robotics — Renewal 2026
$60K · closes in 75d
Stage: decisionmakerboughtinLast update: 5d agoRisk: LOW
Drivers:
- No specific risk drivers — monitor cadence.
Data quality
GoodCoverage strong on engagement timing and contact graph. Two minor gaps below.Copy each prompt into HubSpot Breeze AI to implement the recommended cleanup. Review before confirming any changes.
⚙ Paste into Breeze AI
Reassign Lambda Logistics — Renewal 2026 deal to an active owner.
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