Library / Renewal and expansion / renewal-expansion-004

Churn risk score from usage decline and support ticket volume

Renewal and expansion Operations Hub Professional Company Advanced ~60 min to build

Outcome. Every account gets a numeric churn risk score, recalculated whenever usage or ticket data changes, so CS and sales can prioritize outreach by risk instead of by gut feel.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Usage, tickets, or NPS flag changes on company] --> B[Custom code: compute Churn Risk Score]
    B --> C[Set Churn Risk Score]
    C --> D{Score bucket}
    D -->|>= 70 High| E[Tier = High, task + notify + add to list]
    D -->|40-69 Medium| F[Tier = Medium, monitoring task]
    D -->|< 40 Low| G[Tier = Low, remove from risk list]

When to use it / when not to

What the full spec adds

  • Prerequisites: 8 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 3 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call, and the custom coded action as a ready-to-paste .js file

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.