Click through how a custom HubSpot agent reads usage, tickets, champion changes and engagement, scores renewal risk with a plain-language explanation and sends each CSM their at-risk accounts every Monday.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
Renewal Risk Radar is a custom HubSpot agent that scans upcoming renewals every week, scores churn risk from six signals, explains each score and delivers at-risk accounts with recommended actions to the right CSM.
Churn signals live in tickets, usage data, email and job changes, and nobody connects them until the renewal conversation. CSM health scores are opinions updated monthly, so accounts marked Green churn with little warning.
Risk signals and weights backtested on your churn history, the scheduled custom agent, Slack digests, renewal prep briefs and a tiered CS playbook.
A custom agent can combine usage properties, help desk tickets and sentiment, engagement history, champion job changes and billing data into a weekly risk score for each upcoming renewal.
A number alone rarely changes what a CSM does. An explanation with evidence, like usage down 41% and the champion gone, tells them exactly what to fix.
No. It informs the CSM and leadership. Customer conversations, success plans and renewal terms stay with your team, guided by a playbook for each risk tier.
Usually 120 to 150 days before renewal, which leaves enough time to rebuild a relationship or fix a product issue.
We backtest the signals on your churn history, build the agent and digests, and run it on your next 120 days of renewals.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
