Customer Retention
Renewals, check-ins, and at-risk customers handled on time, so you keep the customers you worked hard to win, instead of letting them quietly drift away.
The workflowSet once · runs daily
1
Track every renewal and expiry dateContracts, subscriptions, and repeat cycles in one place, never lost in a spreadsheet.
2
Remind before it lapsesAutomatic reminders to the customer and your team, well ahead of the deadline.
3
Spot at-risk customers earlyFlags for a drop in activity, complaints, or missed payments, before they walk.
4
Trigger the right save actionA check-in call, an offer, or a personal message at the moment it matters.
5
Win back the lapsedA follow-up sequence for customers who slipped away, so they are not gone for good.
Live in about two weeks
- Day 1Kickoff & map your workflowWe map how you handle renewals and at-risk customers today, where you lose them, and what good looks like.
- Days 2-5We build itRenewal tracking, reminders, risk flags, and save sequences, connected to the tools you already use.
- Week 2You test on real customersYou run it on live accounts and tell us what to tune. Nothing goes out to a customer unchecked.
- Week 3Go liveRenewals and check-ins run on time on their own. We monitor closely and keep refining through the first weeks.
See which customers you are about to lose
A 60-minute Business Workflow Audit shows you exactly where customers slip away today, and what it is costing you, before we build anything.