Customer retention automation for Canadian businesses
We connect Stripe, HubSpot and Klaviyo for customer retention automation that flags churn risk, prepares renewals and brings lapsed buyers back. You hear about a slipping account before renewal.
HubSpot
Mixpanel
Klaviyo
Gong
Slack
Salesforce
See customer retention automation flag an account before renewal
Every morning at 7:00- MixpanelTriggeredEvery morning at 7:00
- MixpanelCheck product usageActive seats down 44% at Norden Foods
- StripeCheck billingCard failed twice this month
- HubSpotUpdate the health score72 → 38 · At risk
- SlackAlert the account ownerWith a suggested save play
Churn alerts, renewal prep and win-back for the customers you've won
Churn alerts on the accounts that are slipping
Each account gets a health score from Stripe payments, Mixpanel usage and HubSpot activity. Our churn prediction flags the accounts trending down before renewal, with the reason attached.
- Norden Foods38
- Westbrook Clinics54
- Cedar & Pine Dental81
Renewal prep with the full story on every account
Before a renewal, the agent pulls the account's Gong calls, usage, open issues and Stripe invoices into one brief in Salesforce or HubSpot. Your account manager walks in knowing what changed this year.
Win back lapsed buyers with an offer you approve
When a Shopify customer stops ordering, the agent drafts a win-back email in Klaviyo based on what they used to buy. The offer goes to Slack first, and nothing sends until you approve it.
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Choose the model that reads your customer calls
Call summaries can run on Claude, health scoring on a small, cheap model, and sensitive accounts on a model you host yourself. You pick each step's model and can switch it later.
Multiple models- Claude
- OpenAI
Gemini
Cohere- Your own model
Every alert, brief and email in one log
Each run is logged with the account, what triggered it and what was sent. We watch the log, fix what breaks, tune model costs each month and add the next customer retention automation when you're ready.
- HubSpotQualify inbound leadsRunningMaya Chen · 16s
- SalesforceNightly CRM cleanupCompleted1,398 fields · 41s+1,398
- QuickBooks
Match supplier invoicesNeeds approvalINV-20931 · $13,104 - Zendesk
Triage new ticketsCompleted38 tickets · 2m 04s38 closed - Shopify
Sync Shopify ordersRetryingRate limited, retry 2 of 3
Customer retention automation use cases
MixpanelHubSpot+1Churn risk alerts
Customers leave without warning. Morning alerts flag at-risk accounts from usage and billing data.
GongGoogle Calendar
+1Renewal prep
Renewals start with someone digging through old notes. Prep pulls calls and usage, builds the deck and books the review.
KlaviyoStripeWin-back sequences
Repeat buyers stop ordering and nobody notices. Lapsed customers get a Klaviyo sequence based on what they last bought.
Customer retention automation questions
Find out which customers are about to leave
Book a 30-minute call. Within 3 business days you get a written plan with your top 3 retention automations, the tools each one connects and what the first one takes to build.