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    Customer SuccessDashboardWorkflow

    Churn-risk & renewals prep

    Spot at-risk accounts before the renewal call

    Score renewal risk across product usage, support tickets, CRM and finance, then auto-assemble the renewals or QBR pack so CSMs walk in prepared.

    Runs onZendesk logoStripe logoSalesforce logo
    Renewal risk · next 30 days
    Acme CorpUsage −42% · 3 tickets92
    Globex71
    Initech38
    QBR pack generated ↗

    The problem

    The health score in your CSP only sees a slice of the picture. The real churn signal is spread across product usage, support load, payment history and CRM notes, and CSMs find out an account is at risk far too late.

    Built from Rig's building blocks

    Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.

    Sync product usage, Zendesk, Stripe and the CRM
    Context layer defines what 'at risk' means for you
    A workflow scores every account and assembles the renewal pack
    A health dashboard CS can ask questions of in Claude

    How to build it

    1. 1

      Connect the churn signals

      Bring product usage, support tickets, billing and CRM into Rig so risk is judged on everything, not just the CSP's score.

    2. 2

      Define your risk model

      In the context layer, set the signals that predict churn for your product, declining usage, ticket spikes, failed payments, and weight them your way.

    3. 3

      Score and assemble

      A workflow scores every account nightly and auto-builds the renewals or QBR pack, so CSMs open a finished brief instead of a blank doc.

    4. 4

      Make it interactive

      Publish a renewal-risk dashboard CSMs can interrogate in Claude. Adjust the signals as you learn what really drives churn, the model is yours.

    The outcome

    CSMs see risk weeks earlier and walk into renewals prepared, lifting gross retention instead of firefighting.

    Build your own version

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