Billing and usage rarely get looked at together, which is exactly why churn surprises people. Before I build: what's your definition of 'at-risk' — a usage drop, a failed payment, both? And how far before renewal do you want the heads-up?
Got it — high-signal alerts only, scoped to the renewal window. I'll build it as a daily scheduled workflow and pilot it on one segment before pointing it at the whole book, since it writes to HubSpot and pings owners.
It's built and computing signals correctly on historical data. Since it writes to HubSpot and pings owners, I'd rather not point it at the whole book on day one — a pilot on one segment lets us tune thresholds against real owner feedback first. Agree?
18 at-risk flags → owners confirmed 15 as genuinely at-risk, 3 were seasonal noise. Tightening the threshold to 40% removed the noise without dropping a real flag. All 6 expansion tasks were accepted. No alert fatigue reported.
Revenue & Churn Signal Agent
Scheduled daily · pilot segment: EMEA mid-market
In rollout. The agent now watches billing and usage together for the pilot book and alerts owners weeks ahead of renewal — with tuned thresholds and a weekly digest. Ready to widen account-wide on your word. Report attached.