Churn Save Agent
B2B SaaS companies past $5M ARR with named-account customer success managers
Problem
Health scores get built from whatever data was easy to collect, so they flag the accounts that log in less rather than the accounts about to leave. Managers learn to ignore them, and the first real signal is a cancellation email from a company whose champion left in March.
Solution
An agent that combines usage, support history, invoices, and contact changes into a ranked risk list, states the evidence behind each one, and drafts the play - which is sometimes an executive introduction and sometimes just closing the ticket that has been open three weeks.
Tech stack
Required integrations
- Product analytics or event warehouse
- CRM and support desk
- Billing system
- Calendar and email for manager actions
Key features
- Risk ranking with the evidence shown per account
- Champion-departure detection from contact and email signals
- Save plays drafted per risk pattern rather than one template
- Outcome tracking that corrects the risk model over time
- Renewal-quarter view for forecasting
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- The full build prompt, ready to copy (641 words)
- 6 build steps, in order
- 3 variables to fill in, documented
- The revenue model
- Monetization notes
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Guides for this build
Read these alongside the spec.