TrulyAutomate
Case Studies/A SaaS Client

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

Churn reduced by 35% in the first 6 months
Net Revenue Retention increased by 18%
$19K in recovered MRR from accounts that would have churned
CSM team capacity freed up by 12 hours/week per CSM
Time-to-first-value for new customers reduced from 14 days to 3 days

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