Closed-loop pattern

Retention loop

Watch every account. Catch every signal. Close every loop.

Churn rarely happens overnight — it accumulates in unread emails, missed renewal dates, and product usage trends nobody surfaces. The retention loop watches every account, decides what's at risk, drafts the right intervention, and refines its own signal model from outcomes. CSMs stop chasing alerts and start running plays.

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The open-loop tax

Open-loop retention: usage drops go unnoticed for weeks, renewals catch the team off-guard, and the post-mortem on every loss starts with "we should have seen this coming."

The closed loop

Sense → Decide → Act → Learn → Govern. Five steps, one project memory, on every signal.

1
Sense

Product usage, support signals, exec changes, NPS, billing events, and contract dates all flow into the project as triggers.
2
Decide

Score account health against your historical wins and losses. Decide whether to alert, draft outreach, or escalate.
3
Act

Send the check-in, draft the QBR, schedule the exec call, or page the named CSM with full context.
4
Learn

Every save, churn, and expansion outcome is filed back into memory. The signal model improves on its own.
5
Govern

Sensitive outreach, exec emails, and legal-adjacent renewals gate on approval. The loop runs; humans steer.

What you get

A health score that means something

Composite score built from usage, support, billing, and exec signals — not a static formula in a spreadsheet.

Renewal radar

Every contract date, auto-renew clause, and price increase is tracked and surfaced 90/60/30 days out.

Drafted, not delegated

QBR decks, save plays, and check-in emails arrive ready to send. The CSM edits — they don't author.

Expansion signals that surface

New users, new feature adoption, exec changes — every expansion-shaped signal becomes a trigger.

Why-they-churned, in the data

Loss reasons live in a queryable database, not in a Notion doc nobody opens.

Compounding playbook

Every save play that worked gets memorized. Next time the same pattern shows up, the loop runs it faster.

Pick your stack

Each blueprint comes pre-configured with agents and integrations. Choose the one that matches your tools.

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Close the loop

Pick a blueprint, connect your tools, and watch the first cycle run.