Reduced churn by 35% and increased NRR by 18% in 6 months
+$19K
Monthly Recurring Revenue
A SaaS Client
The Challenge
A SaaS company had a 3-person customer success team managing 400+ accounts. Their CSMs were drowning in reactive firefighting — chasing churned customers after it was too late, manually onboarding new users who never got activated, and sending follow-ups that felt templated and cold.
Our Solution
We built an automated customer health scoring system that monitored product usage, engagement, and billing signals to identify at-risk accounts 30-45 days before they churned. We then automated targeted intervention sequences — re-engagement emails, in-app prompts, and escalation alerts to the right CSM — all based on where in the customer journey the account was struggling.
Results
“We went from being reactive to proactive. Our CSMs now spend their time on relationships, not spreadsheets. The automation handles the early warning system and the outreach — they just close the deals.”
SaaS VP of Customer Success
VP of Customer Success, SaaS Client