Customer success and growth teams get an early warning system for churn, with at-risk accounts and retention trends compiled so they can intervene in time.
What's Included
- Churn metrics: Cancellation counts, churn rate, and revenue lost per period.
- Retention rates: Net and gross retention tracked across cohorts.
- Risk flags: AI agents surface accounts showing declining engagement.
- Scheduled delivery: Reports compile and send to your team automatically.
How To Use
- Connect your billing and product analytics tools to a Taskade project.
- Define the churn and retention metrics you want tracked.
- Let an AI agent flag at-risk accounts and summarize cancellation reasons.
- Schedule the report to deliver monthly to success and product leaders.
Pair this with a retention agent for save campaigns, or explore more reporting automations to protect recurring revenue.