Dashboard Churn & Retention Playbooks

Churn Retention Playbooks

AI-driven retention strategies and recovery workflows

Churn Risk Overview

Customers requiring intervention

71 at risk

At-Risk Customers

71 +8 this week

High Risk

23

32.4%

Medium Risk

34

47.9%

Low Risk

14

19.7%

Active Playbooks

8

Total playbooks configured

Running
5
Paused
2
Draft
1
Customers enrolled 93

65% of at-risk covered

Success Rate

34.2%

Recovery rate

+6.8pp vs last quarter

Customers Saved

67

+14.2% this month

Revenue Saved

$18,420

+22.8% this month

AI Recommended Playbooks

Smart suggestions based on current churn signals

AI Powered
1

Enterprise CSM Escalation

New

4 enterprise accounts showing declining engagement. Assign dedicated CSM with personalized recovery plan.

4 accounts
$5,240 MRR at risk
~68% success est.
2

Feature Adoption Campaign

12 accounts underutilizing key features. Trigger in-app walkthroughs and email sequences highlighting unused value.

12 accounts
$3,860 MRR at risk
~52% success est.
3

Loyalty Reward Program

8 long-tenure accounts with recent engagement drops. Offer exclusive perks and contract extension incentives.

8 accounts
$2,940 MRR at risk
~45% success est.

Recovery Funnel

Customer journey through retention

Last 30 days
1
At Risk
71 100%
78.9% reached
2
Contacted
56 78.9%
60.7% engaged
3
Offered
34 47.9%
34.2% recovered
4
Recovered
24 34.2%
Revenue recovered $18,420

All Playbooks

Configured retention workflows

Win-Back Discount

Running
Recovery Rate 42.8%
Trigger: Cancellation initiated
Segment: All plans

Enrolled

28

Saved

12

Last run: 2h ago

Engagement Recovery

Running
Recovery Rate 38.4%
Trigger: Login drop > 60% in 14d
Segment: Pro & Business

Enrolled

34

Saved

13

Last run: 4h ago

Onboarding Rescue

Running
Recovery Rate 52.1%
Trigger: No activation in 7d
Segment: Trial & Starter

Enrolled

19

Saved

10

Last run: 1h ago

Payment Recovery

Paused
Recovery Rate 28.6%
Trigger: 2+ payment failures
Segment: All plans

Enrolled

12

Saved

3

Last run: 3d ago

Upgrade Incentive

Running
Recovery Rate 35.7%
Trigger: Feature limit reached 3x
Segment: Starter

Enrolled

14

Saved

5

Last run: 6h ago

NPS Detractor Rescue

Running
Recovery Rate 31.2%
Trigger: NPS score < 6
Segment: Pro & Business

Enrolled

16

Saved

5

Last run: 12h ago

Playbook Activity Log

Recent recovery actions and outcomes

Playbook Customer Action Taken MRR Outcome Date
Win-Back Discount
VL
Vertex Labs
20% discount offered $249 Saved Apr 3
Engagement Recovery
NT
NovaTech
Email sequence + call $149 Saved Apr 2
Onboarding Rescue
SC
StartupCo
Personal onboarding call $79 Saved Apr 1
Win-Back Discount
MF
MediaFlow
15% discount offered $349 Churned Mar 30
Engagement Recovery
CS
CloudSync
Feature walkthrough $149 Pending Mar 28
Onboarding Rescue
BE
BrightEdge
Setup assistance email $79 Saved Mar 26
Showing 6 of 48 activities