RETAIN
Use case

"I can’t see which accounts are at risk until it’s too late"

Quick answer: If churn surprises you, the underlying problem is that risk signals live in five places and no one place scores them. RETAIN computes an explainable eight-signal health score for every account, flags RAG changes as they happen, and fires playbooks on risk automatically — so the at-risk conversation happens months before the renewal, not days.

The shape of the problem

The signals were all there in hindsight — logins dropped, tickets spiked, the onboarding stalled — but each lived in a different tool, and nobody's job was to add them up daily. Gut feel catches the obvious risks and misses the quiet ones.

What changes with RETAIN

  • Eight weighted signals — onboarding, activity, QBR recency, NPS, support, payment, renewal proximity, goals — scored continuously
  • RAG status with trend, consistent across the portfolio
  • An AI narrative that says why the score moved, in plain English
  • Risk playbooks fire automatically when an account crosses a threshold
  • Renewal proximity raises the weighting as the date approaches — risk sharpens exactly when it matters

See health scoring and playbooks.

See it on your own accounts

Book a 30-minute demo from the homepage, or start with the free Retention Diagnostic — 10 questions, instant scored report.

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