Churn Risk Flag System
A done-for-you marketing agency automation built for the Retention Specialist, connecting Slack, HubSpot, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Every month, this automation compares each client's current email open rates, meeting attendance, and average response time against their trailing three-month baseline, looking for the kind of sudden pullback that usually precedes a cancellation notice.
Any account showing a meaningful drop across two or more of these signals gets automatically flagged as "at risk" in the CRM, and the retention specialist receives a notification listing the specific data points that triggered it, not just a vague warning.
Instead of finding out a client is unhappy when they submit a 30-day cancellation notice, the team now gets a two-to-three week head start to schedule a save call and address whatever's actually going wrong.
- Zapier or Make.com
- HubSpot
- Google Analytics
- Slack
- Google Sheets
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a retention specialist has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
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