orbis.systems · workflow library · renewal risk triage
free reading · open architecture
orbis/ workflow/ renewal risk triage
Free reading This is a full open architecture for how to build this workflow with agents. Use it. Run with it. Build it yourself on Orbis SaaS, or have us deploy it for you — either path is fine.
01.the problem前提

What this actually looks like.

observed pattern

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.

02.the architecture構造

How you'd actually build it.

Each step is its own agent-or-pipeline component. Don't try to do this in one giant prompt — the failure modes compound.

  1. Score every account weekly
    Composite score across: usage trend (DAU, feature depth), support load and sentiment, exec sponsorship continuity, contract horizon, payment timeliness, NPS. Weighted by your historical churn signals.
  2. Classify with reason codes
    Red / yellow / green tiers. Each red account has a primary reason code. CSM knows what to address before they pick up the phone.
  3. Auto-draft the outreach
    For each red account: draft an exec-level email referencing the specific signal, schedule a QBR if none on the books, alert the CSM in Slack.
  4. Track save attribution
    Every action is tracked to the renewal outcome. Six months in, you know which interventions actually move save rate.
03.the stack構成

What it runs on.

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.

orchestration
orbis
product analytics
amplitude / mixpanel
crm + support
salesforce + zendesk
scoring + drafts
claude sonnet
04.the math数字

What this actually returns.

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.

save rate lift
+8–15%
On a $5M renewal base, $400k–$750k revenue retained per year.
time to risk detection
−60 to −90 days
Risk surfaces a quarter earlier. CSM has actual time to intervene.
csm time on scoring
−6 hrs/wk
CSM stops compiling the risk view. Spends time on at-risk customers.
05.two paths入手

Build it yourself, or have us ship it.

build it yourself · orbis saas

Free on Orbis Free or Team

Take this architecture, sign in with Slack, run it on Orbis SaaS. Free tier covers most mid-market scale.

$0 to start · 10k credits/mo · upgrade to Team at $50/mo

Start on Slack
have us ship it · orbis enterprise

We deploy it inside your stack

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.

$55k fixed scope · Enterprise tier included · optional retainer

Book the intro
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