Results for “customer-retention”
13 skillscustomer-success-and-retention
Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.
88
cx-onboarding-friction
Use to find the activation blockers visible in support contacts from new customers, before they show up in retention numbers months later. Trigger for "why aren't new customers activating", "what do new customers contact us about", onboarding drop-off, time-to-value analysis, first-90-days support experience, or a retention problem that traces back to activation.
1
More results
retention-diagnostic
Investigate retention patterns, cohorts, drivers, warning signs, and intervention options.
0
remember
Save information to persistent memory for cross-session recall. Stores preferences, conventions, decisions, and context.
3
csm-churn-save
Run a structured churn-save play for an at-risk account to diagnose root cause and reverse the decision.
0
cx-call-recording-governance
Use to review how call recordings are notified, stored, accessed, redacted and deleted, including the parts that differ from text conversations. Trigger for "review our call recording practices", "do we need to tell customers we're recording", "who can listen to our calls", recording retention, card details spoken on a call, or a request for a customer's own recording.
1
churn-analysis
Turn churned and downgraded accounts into an early-warning system. Reads the customers who left or shrank, extracts the themes behind why, builds a warning checklist from the real causes, then reads your active book and flags which accounts look like the ones that just churned. Built for B2B retention teams, customizable to your CRM and your customer data. Trigger on "why do customers churn", "what do churned accounts have in common", "build me a churn early-warning list", "which accounts are at risk of churning", "who looks like a recent churner", or any retention post-mortem.
0 · bundle
cx-churn-signal
Use to find cancellation, downgrade and switching intent in support conversations, and to be honest about how much of your churn support can actually see. Trigger for "which customers are at risk of leaving", "find cancellation intent", "customers asking how to export their data", "top reasons customers asked to close their account", competitor mentions, or building a churn early-warning signal from support data.
1
renewal-health-analyst
Renewal-Health Analyst
0
churn-detector
Weekly churn risk detection across active client accounts. Scans for signals like decreased engagement, missed meetings, delayed payments, and competitor mentions. Scores risk 1-10 and outputs prioritized alert list.
2 · bundle
first-customers
Help founders develop a strategy to acquire and sell to the first 100 customers. Use when someone has a product and needs a customer acquisition plan, or is struggling with early sales.
16
session-memory
Stores verified cross-session facts, decisions, preferences, and open questions without secrets, speculation, or monitoring.
0
cx-transfer-protocol
Use to define handoff standards for support transfers and to measure whether context survives the handoff — cold vs warm, required fields, and re-ask rate after transfer. Trigger for "transfer protocol", "warm handoff", "customers repeat themselves after transfer", "ping-pong between teams", "what should agents include when transferring", handoff quality, or re-ask rate after escalation.
1