1️⃣ Wakes up every morning

2️⃣ Pulls customers close to renewal

3️⃣ Analyzes churn risk and expansion signals

4️⃣ Creates retention strategy

• For Big accounts: drafts emails, creates HubSpot tasks, sends Slack alerts
• For Low touch: Triggers personalized email sequence

What This Template Does

This n8n workflow automatically pulls customers who are about to renew, analyzes the customer health data and executes personalized retention strategies at scale. It combines AI decision-making with automated outreach to save at-risk customers and identify expansion opportunities.

Key capabilities:

• Analyzes customer health and usage trends
• Deducts key opportunities and risks
• Drafts super personalized email drafts for CSMs to send
• Handles low-value accounts via automated email campaigns
• Personalizes all outreach using your company's playbooks and talking points

n8n template .json

You can load this into your n8n and customize the flow