At-risk accounts alert

Q: What are early warning signs of customer churn?

The strongest signals are dropping product usage (especially weekly active users per seat), escalated support tickets, low NPS / CSAT, executive sponsor disengagement, and missed payments. Two or more of those in 14 days is a real risk.

Q: How early can you predict churn?

Most material churn appears in product usage four to eight weeks before cancellation. Daily monitoring catches it with time to intervene; quarterly business reviews are too slow.

When an account starts showing churn signals — drop in usage, escalated tickets, missed payments — your CS team finds out the same day.

Use this template How automations work

Runs daily Data change Delivered to Slack

At-risk accounts alert

Active

Trigger

Runs daily

Instructions

Every 4 hours, check every paying account against the early-warning conditions:

Delivery

Slack

Example output

A realistic sample of what this automation delivers — your version draws on your data.

At-risk accounts alert Runs daily · Sent to Slack

Sample output

At-risk account: NorthwindCo ($72K ARR)

Three of five at-risk signals fired in the past 24 hours:

Usage dropped 41% week-over-week. Logins fell from 28 to 17, dashboard views from 144 to 84.
Champion stopped logging in 9 days ago. Lara Chen (VP Data, primary contact) — last seen May 16.
Support escalation opened May 22. Ticket #4827, P2, performance complaint, still open.

Signals not firing: no overdue invoice, no contraction.

Suggested play. Exec sync this week. Maria owns the last QBR — looping in Sam (CRO) for cover. Reference the May QBR commitments, lead with the perf fix shipping Friday.

The prompt

Copy, paste, customize.

Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions

Every 4 hours, check every paying account against the early-warning conditions:

- Weekly active users dropped > 30% in the past 14 days
- Three or more escalated support tickets in 14 days
- Two or more failed payments
- NPS / CSAT response in the past 30 days at 6 or below
- Executive sponsor inactive for 30+ days

If any account hits ≥ 2 conditions, post a single Slack message in #cs-alerts:

🚨 **<Account name> ($<ARR>) is showing churn risk**
- Conditions triggered: <list>
- Owner: <CSM>
- Suggested next step: <one-line play>

Skip accounts that fired in the past 7 days unless a new condition triggers.

Data sources