Use cases · Customers · Mondays at 9:00 AM

Quiet accounts get a check-in before they get a cancel button

Churn is loud in the data and silent in your inbox. Usage fades for weeks before the cancellation email arrives, and by then the decision is made.

Your Squad teammate reads the early signals every Monday: fading logins from your product data, shrinking seats in Stripe, unanswered emails, a support thread that ended badly. It remembers every account's history, so the score is about a trajectory, not a snapshot.

Each at-risk account gets a drafted, personal check-in that cites their actual situation. Sends wait as tickets: approve the batch, or hand-pick. The ones that reply become conversations in the teammate's inbox, flagged to you when they turn serious.

How it runs
01
Define what quiet means

Days inactive, usage drops, seat shrinkage, support sentiment. Your thresholds go to the teammate's notes.

02
It scores accounts every Monday

The ranked list arrives with the reason each account made it, and the trend against last week from memory.

03
Check-ins come drafted

Each draft cites the account's real usage and history. No 'just checking in' mush. Your Voice file keeps the tone consistent.

04
You approve the sends

One ticket per batch. Approve all, or pick. Sends go from the teammate's own inbox so replies thread back to it.

05
Saves get worked and counted

Replies become conversations; serious ones escalate to you with history. The Monday doc tracks which check-ins actually saved accounts, so the playbook improves.

What lands on your desk
A check-in that knows the account
From: June <june@yourcompany.squad.so>
To: marta@corvidlabs.com
Subject: the export workflow

Hi Marta,

Noticed the weekly exports your team ran all spring stopped in
August. If the workflow changed on your side, no worries — but if
the new format broke something for you, I would genuinely like to
fix it before renewal season makes this email look cynical.

Fifteen minutes this week?

June
What you get
  • At-risk accounts surfaced weeks earlier, ranked with reasons.
  • Personal check-ins drafted from real usage, sent on your approval.
  • Replies worked in the teammate's inbox, escalated when serious.
  • Save-rate data that improves your own playbook.
Works with
HubSpotStripeGmail

Your teammate connects through the integrations you approve, works on its own computer with its own browser, and asks you before anything irreversible.

Your first month
Day 0

You define what quiet means: thresholds go to the teammate's notes.

Day 1

The first ranked list surprises you: two accounts you thought were fine, with the trajectory to prove it.

Week 1

The first batch of check-ins goes out on your approval. Three replies; one books a call the same day.

Month 1

The Monday doc tracks saves against outreach. One pattern is already clear: the usage-drop check-in works, the seat-shrink one needs a call.

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