Renewal Risk Monitor
Created by
ElasticFlow Team
Verified Creator
Last update
Setup time
20 minutes
What You Get
Predict renewal risk 90+ days early
Understand specific risk factors per account
Automate save interventions
Integrations Used
Renewal Risk Monitor
Predict renewal outcomes 90 days out, identify at-risk accounts with specific risk factors, and automate save interventions.
The Problem
What you're dealing with
Renewals at risk aren't identified early
Risk factors aren't visible
Save efforts start too late
No systematic renewal management
The Solution
How we fix it
90-day advance risk prediction
Multi-factor risk scoring
Automated save playbooks
CSM prioritization dashboards
Renewal Risk Monitor
Predict renewal outcomes 90 days out, identify at-risk accounts with specific risk factors, and automate save interventions.
Renewal Pipeline
Upcoming renewals with risk scores and recommended actions
Churn Risk
$615K pipeline35 active deals| Company | Contact | Stage | Deal Value | Risk Signals | Next Step | Touchpoints |
|---|---|---|---|---|---|---|
C CloudFirst Direct | Mike Johnson VP Engineering | At Risk | $120,000 40% probability | Usage down 55% MoMNPS dropped to 4 | EBR scheduled Tomorrow | 832 |
Common Risk Signals
Based on 35 active deals
Churn Risk Categories
4 categories with severity levels and examples
Examples by Severity
Proactive outreach with usage insights and success planning session
Severity Gradation System
How churn risk are classified and prioritized
Critical
Address within 24-48 hours
Deal-blocking churn signal requiring immediate escalation
Warning
Address within 1 week
Significant churn signal that could delay or derail progress
Info
Address during normal follow-up
Minor churn signal, good to track but not blocking
Resolved
Document for future reference
Previously identified churn signal that has been addressed
Real-World Scenarios
See how churn risk tracking works in different situations
MegaCorp Inc
Large customer showing multiple churn signals
EBR with CEO, fixed billing, assigned dedicated CSM - renewed for 2 years
Make It Yours
ElasticFlow is fully customizable — add your own categories, rules, playbooks, and metrics
Custom Churn Categories
Define your own taxonomy beyond the default categories
- Add industry-specific churn types
- Create subcategories for granular tracking
- Rename categories to match your methodology
- Set category priorities and weights
Automation Rules
Trigger actions automatically when churn are detected
- When critical churn detected → Alert manager
- When threshold exceeded → Create task
- When pattern identified → Send notification
- When resolved → Update CRM
Response Playbooks
Attach guides and best practices to each category
- Link templates for common scenarios
- Attach battle cards and talk tracks
- Include historical resolution data
- Add video training for complex cases
Custom Scoring Weights
Adjust how metrics impact overall scores
- Increase weight for deal-blocking factors
- Adjust by deal size or stage
- Factor in historical patterns
- Custom formulas for health scores
CRM Field Mapping
Control exactly where data lands in your CRM
- Map to custom CRM properties
- Create dedicated tracking objects
- Sync to Deal/Contact/Account
- Update stage based on metrics
Alert Configuration
Get notified about metrics that matter
- Slack alerts for critical issues
- Daily digest by category
- Email when metrics persist
- Manager escalation paths
Start with Templates, Customize as You Go
Every workflow comes with sensible defaults that work out of the box. As you learn what matters for your team, customize categories, add playbooks, and build automation rules. Your configurations are versioned and can be shared across your organization.
What You Can Build
Turn churn risk data into strategic advantage
Proactive Retention
Intervene before customers decide to leave
Health Score Dashboard
Unified view of customer health across all signals
CSM Prioritization
Focus CSM time on accounts that need it most
Renewal Forecasting
Accurate prediction of renewal outcomes
What You'll Get
Predict renewal risk 90+ days early
Understand specific risk factors per account
Automate save interventions
Improve gross retention by 5-10%
When To Use This
Renewals surprise you at the last minute
Gross retention is below 90%
No systematic renewal health tracking
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Customize to Your Needs
This workflow is fully customizable to match your specific business needs:
Add or remove integrations - Connect any tools from our marketplace to extend functionality
Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes
Map custom fields - Define how data flows between your tools with our visual field mapper
Set up notifications - Get alerts when workflows complete, fail, or need attention
Tools & Integrations
How to Set Up
Get started in 20 minutes with these simple steps
Connect Salesforce
SalesforcePull renewal dates and account data
Connect Zendesk
ZendeskAnalyze support ticket patterns
Connect Slack
SlackRoute alerts to CS teams
Configure Risk Model
Weight factors for your business
Enable Monitoring
Start tracking renewal pipeline health
Need Help or Want to Customize This?
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