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Churn Prevention Outreach

At-risk customers and re-engagement

Julie Zehntner avatar
Written by Julie Zehntner
Updated this week

Summary

  • This play identifies at-risk customers and re-engages them through timely, personalized support and tailored offers. By acting early, teams can prevent churn, reinforce value, and improve customer satisfaction.

Why this works

  • Surfaces accounts with real-time churn indicators

  • Combines behavioral signals (health + usage + feedback)

  • Enables targeted outreach through Accoil-driven insights and integrations

Goal

(1) For the reader

Retain dissatisfied or disengaged customers through proactive support and value-driven offers.

(2) For the company

Reduce churn risk and protect recurring revenue from high-value accounts.


Accoil Signal

(1) Primary signal

  • Engagement is declining or inconsistent

  • Low activity (logins, feature usage, or milestone gaps)

(2) Additional insights

  • High-value or strategic tier

  • Lifecycle stage = onboarding or nearing renewal

  • Core features unused or partially explored


Action steps

1. Segment At-Risk Customers

  • Segments in Accoil to flag customers with declining engagement

  • Combine with engagement filters with those who have low activity

2. Customize Retention Offers

  • Tailor incentives using data from insights (usage, missed features)

  • Deliver offers through connected tools via connections

3. Conduct Personalized Outreach

  • Use insights from the Engagement Score and Account Summary to:

    • Send personalized emails.

    • Offer tailored sessions or check-ins.

    • Discuss how your product can better align with their goals.

4. Provide Quick Wins

  • Recommend high-impact features they haven’t yet adopted.

  • Share short workflows or training content aligned with their usage gaps.

5. Monitor Outcomes

  • Track post-intervention improvements directly inside Accoil:

    • Engagement Score recovery

    • Activation rate improvements

    • Increased feature usage

  • Escalate any non-responsive or deteriorating accounts for rescue play


Supporting metrics

Metrics

How to measure in Accoil

Churn Rate Reduction

Drop in churn among flagged segment

Engagement Recovery

Rebound in logins, usage, or health post-outreach

Retention at Renewal

% of targeted accounts retained or renewed

Escalation Success Rate

% of escalated accounts stabilized


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