Post-Sale & Customer Growth

Churn & Expansion Agent

Analyzes churn risk and expansion signals for existing customers, prepares QBR materials, and drafts renewal pitches with ROI proof points—pulling closed-won opportunities, workstreams, accounts, quotes, and products from the CRM.

Customer SuccessAccount ExecutiveSales Leadership

Risk + upside

Churn signals and expansion openings per account

QBR-ready

Review materials assembled from CRM data

ROI-backed

Renewal pitches grounded in delivered proof points

One review, end to end

Review cycle in. Risk list ready.

See the churn and expansion agent take a renewal cycle from account review to a ranked risk list.

Scan CE-0412

Renewal cycle · Closed-won accounts

AI
Risk + upside

Intake
Organize
Evaluate
Deliver

01 · Intake

Review cycle opened

Renewal cycle starts the post-sale account review

New case

Packet open

Requested by: Customer Success · Account team
Scope: Closed-won accounts
Trigger: Renewal cycle · Post-sale account review
Request: Churn risk and expansion signals

Case packet · 3 sourcesComplete

Incoming

CRMClosed-won opportunities and accountsReceived
Workstream & Delivery DataUsage and engagement by accountReceived
Product & Quote DataProducts and quotes on fileReceived

02 · Organize

Account history pulled

Opportunities, workstreams and products joined

Pulled together

Records joined

Closed-won opportunities pulledWhat each account bought, from the CRM
Workstreams matchedDelivery and engagement data joined to each account
Products and notes attachedProducts owned and needs mentioned in notes

Matched record

Scope: Closed-won accounts
Data: Opportunities, workstreams, products
Renewals: Due this quarter
Status: Ready to scan

03 · Evaluate

Signals detected

Churn checked first, then expansion fit and need

Checks applied

Signals found

Engagement dropUsage or engagement falling in the workstream dataWorkstream data
Renewal with no activityRenewal approaching, champion gone quietCRM activity
Expansion fitProducts peers adopt, capacity nearing limitsProduct data

Deciding finding

Three at risk, two to grow

Three accounts show real churn risk this quarter and two show strong expansion openings.

This quarter

Churn risk: Three accounts
Expansion: Two accounts

04 · Deliver

Ranked list delivered

Retention risks lead, each with a priority action

List ready

Retention first, then growth

Retention compounds faster than new expansion, so the three churn risks lead the list ahead of the two openings.

Churn risk: Three accounts
Expansion: Two accounts
Order: Risk first

Next action

Per account

Priority recommended

Next step

QBR prep

Biggest at-risk account

Audit trail

Accounts pulled from CRM10:02
Churn signals detected10:03
Expansion signals surfaced10:04
Ranked list deliveredAccount teams10:05

Risk + upside per account

Illustrative case · sample data

Use Case 1

Churn & Expansion Scan

Trigger: Post-sale account review or renewal cycle

1.Pull closed-won opportunities, workstreams, accounts, and products

2.Detect churn signals across engagement and renewal timing

3.Surface expansion signals by fit and expressed need

4.Rank accounts by risk and upside

5.Recommend the priority action per account

6.Lead with retention risk

✓

Account teams see who's at risk and where growth sits, with retention prioritized.

Use Case 2

QBR & Renewal Prep

Trigger: An account needs a QBR or renewal push

1.Assemble QBR materials from CRM history

2.Frame around value delivered versus original goals

3.Flag churn risk internally for the team

4.Draft a renewal pitch led by grounded ROI proof points

5.Label estimates versus confirmed outcomes

✓

Renewal conversations are backed by the customer's own delivered outcomes, honestly framed.

Integrations

CRM (Salesforce, HubSpot)

Workstream & Delivery Data

Presentation (PowerPoint, Google Slides)

Product & Quote Data

Dashboards & Charts

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Which of my customers are at churn risk?

Churn & Expansion Agent

Three closed-won accounts show real churn risk this quarter, and two show strong expansion openings. I lead with the churn risks because retention compounds faster than new expansion.

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Sample scenarios. Actions and outputs are illustrative.