The reality of churn prevention today
Churn doesn't happen overnight. There are always warning signs — but they're scattered across systems and easy to miss. Teams struggle with:
Usage data lives in one system, tickets in another, billing in a third
CSMs find out about problems when the customer is already frustrated
No systematic way to score or prioritize account health
Reactive firefighting instead of proactive relationship management
How this flow looks in Triform
In this setup, Triform runs daily to analyze your entire customer base. It pulls usage data, support tickets, and billing signals, scores each account's health, and sends your team a prioritized list of at-risk accounts with context and suggested actions.
Integrations used in this flow
Zendesk
Auto-triage support tickets, draft AI-powered replies, and escalate bugs directly to engineering tools.
Stripe
Manage subscriptions automatically, detect failed payments instantly, and reconcile Stripe data with accounting.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Proactive health monitoring on autopilot
Churn risk scoring runs automatically every day. Your team gets alerts without having to dig through data. This means:
- Early warning before customers start looking for alternatives
- CSMs prioritize the right accounts at the right time
- Data-driven retention, not gut feelings
From reactive to proactive retention
Connect your product analytics and usage data
Connect your support and CRM systems
Define your health score model and thresholds
Set up daily alerts and CSM assignments