Score every account weekly across usage, support, exec sponsorship, contract horizon, and payment behavior. Red accounts surface to CSMs with drafted outreach. Save rates lift before QBR season.
CSMs find out about churn risk at the QBR. By then, it's too late: the exec sponsor moved, usage cratered three months ago, support tickets piled up, the contract auto-renew window is two weeks away. Reactive every time.
The signals were all there. They were just scattered across product analytics, support, your CRM, and finance. Nobody was watching them together.
Each step is its own agent-or-pipeline component. Don't try to do this in one giant prompt — the failure modes compound.
No vendor lock-in. Every piece is replaceable. The orchestration outlasts the model — when Claude 5 or GPT-6 ships, swap the model, keep the pipeline.
Calibrated to mid-market scale (50–1000 staff, $1M–$200M revenue). Your numbers will vary; the framework gives you the order of magnitude to plan against.
Take this architecture, sign in with Slack, run it on Orbis SaaS. Free tier covers most mid-market scale.
4 weeks. Inside your stack. Working against your real data. Your team owns the system at handoff. Use the architecture above as the starting brief.