The Monitor
Churn Risk Detection & Intervention
Protect revenue through early warning detection. Analyze behavioral and performance signals to identify at-risk accounts before they churn.
What This Engine Does
Protect revenue through early warning detection. The Monitor analyzes behavioral and performance signals to identify at-risk accounts before they churn, enabling proactive intervention.
Time Savings
How It Works
The Monitor operates through a multi-phase workflow designed for maximum automation and reliability.
Data Collection
Gather signals from all touchpoints
- Retrieves all active clients
- Pulls performance history from campaigns
- Gathers meeting logs and completion rates
- Collects support ticket data
- Analyzes communication sentiment
Risk Analysis
Calculate weighted health scores
- Calculates weighted risk signals for each account
- Missed calls: 25% weight
- Low reply rates: 20% weight
- Negative sentiment: 20% weight
- Low engagement: 15% weight
- Support spikes: 10% weight
- Renewal approaching: 10% weight
Classification
Categorize accounts by health
- Computes overall health score (0-100)
- Healthy (80-100): No action needed
- At Risk (50-79): Proactive outreach recommended
- Critical (<50): Immediate intervention required
Intervention
Generate action plans and alerts
- Generates AI-powered intervention playbooks
- Immediate action (within 24 hours)
- Short-term plan (this week)
- Follow-up strategy (2 weeks)
- CSM talking points for conversations
When It Runs
This engine works autonomously so you don't have to
Fully Automated
Runs in the background without manual intervention
- Analyzes account health and generates AI-powered intervention playbooks for at-risk clientsWeekly (every Monday morning)
Performance Metrics
Key thresholds and benchmarks monitored by this engine
Risk Signal Weights
| Metric | Healthy |
|---|---|
| Missed Calls (≥50% no-show) | 25% weight |
| Low Reply Rates (<1% or 50% drop) | 20% weight |
| Negative Sentiment (≥3 communications) | 20% weight |
| Low Engagement (no login 14+ days) | 15% weight |
| Support Spikes (≥5 tickets/2 weeks) | 10% weight |
| Renewal ≤30 days | 10% weight |
Health Classification
| Metric | Healthy |
|---|---|
| Healthy | 80-100 score |
| At Risk | 50-79 score |
| Critical | <50 score |
Inputs & Outputs
What goes in and what comes out
Inputs
- 1Performance DataCampaign metrics history
- 2Meeting LogsScheduled vs. completed meetings
- 3Support TicketsVolume and sentiment
- 4Communication DataEmail and call sentiment
Outputs
- 1Health ScoresPer-account score logged to history
- 2Intervention PlansAI-generated action playbooks
- 3Critical AlertsSlack to #alerts-critical
- 4Portfolio SummaryWeekly leadership report with ARR at risk
Business Impact
The measurable benefits this engine delivers
Revenue Protection
Early intervention saves accounts
Proactive Management
Address issues before clients complain
Portfolio Visibility
Leadership sees health at a glance
Data-Driven Decisions
Prioritize time based on risk
Connected Data Sources
The platforms and services this engine integrates with
Frequently Asked Questions
Common questions about The Monitor
Works With
Other engines that complement this one
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