At-risk accounts surfaced before they churn — usage trends, support sentiment, and renewal dates in one dashboard — so you reach out while there's still time to save the relationship, not after the cancellation email arrives. Clone the Customer Health Tracker from Taskade Genesis and protect your recurring revenue starting today.
The live app above is the real tracker. Click "Use this app" to own a running copy in minutes: a working account health dashboard backed by a relational data table, with an AI agent that flags declining accounts and drafts the check-in, and automations that alert the owner when a score drops below your threshold.
Why churn prevention fails without a system
Most churn is preventable. Accounts send signals weeks before they cancel: usage drops, support tickets spike, NPS declines, key contacts go quiet. These signals are scattered across five tools and nobody's job to synthesize. This tracker makes synthesis automatic.
Workspace DNA runs the health monitoring loop:
- Memory — every account's usage data, support history, NPS score, last touchpoint, and contract details lives in a relational database. The Relationship field links accounts to their tickets, contacts, renewal timeline, and expansion opportunities — one view surfaces the complete picture.
- Intelligence — an embedded AI agent with 34 built-in tools reads the composite signals for each account, calculates a health score, flags accounts trending down, and drafts a check-in message tailored to the account's situation — not a generic template.
- Execution — built-in reliable automations fire an alert to the account owner when any account's health score drops below your defined threshold. They also schedule the check-in, update the renewal forecast, and escalate to management if the account is above a revenue threshold.
Every view your customer success team needs
- Table view — the account scorecard: health score, usage trend, last touch, next renewal, ARR, and risk flag
- Board view — accounts sorted by status: Healthy, At Risk, Red Alert, Churned, Expanded
- Calendar view — upcoming renewals, scheduled check-ins, and QBRs across all accounts
- List view — the weekly summary: which accounts moved status, what actions are pending
Share a read-only portfolio view with leadership using the 7-tier roles — they see ARR at risk and renewal forecast, not individual account notes.
Built for customer success, account management, and SaaS retention teams
- 100+ bidirectional integrations: pull usage data from your product, NPS scores from your survey tool, and support tickets from your help desk in automatically — triggers pull events in from your stack; actions push at-risk alerts out to Slack and email
- The Relationship field connects accounts to their contacts, tickets, expansion opportunities, and renewal records — pairs with the support ticket pipeline so ticket volume feeds into the health score directly
- Clone-and-own: the tracker and its agents belong to your team — no per-account or per-seat health monitoring SaaS fees
- Community Gallery: 150,000+ cloneable apps including customer success systems you can fork and adapt
Common questions
How is the health score calculated?
You define the formula in plain language when you configure the agent — for example: "weight usage 40%, NPS 30%, support ticket volume 20%, last touch recency 10%." The agent applies your formula to each account and updates scores on your schedule. Adjust the formula anytime by updating the agent's instructions.
Can I use this across a portfolio of 500+ accounts?
Yes. The Table view handles large account lists; filter to "At Risk" or "Red Alert" to prioritize your attention. Automations run the scoring and alerting in the background so you focus on accounts that need you, not the ones that don't.
How does this connect to my CRM and renewals pipeline?
Pair with the CRM templates for the full account record and the client dashboard portal for client-visible health reporting. Generate a custom retention system from a prompt or browse examples in the Community Gallery.